Commercial Model
Your Clients. Your Practice. Your Enterprise Value.
The Alpha IO commercial model is designed to protect what matters most: your client relationships and the long-term value of the business you are building.
Ownership
Your Clients Remain Yours
This is the most important point in our entire proposition. Your client relationships are yours throughout the partnership. Alpha IO provides the infrastructure; you provide the investment management expertise and client care in your own business.
Unlike many other propositions where client relationships can become entangled with the brand of the incumbent wealth management business, the Alpha IO model maintains a clear separation. Your clients know you. They trust you. That relationship, and the commercial value they represent, belongs to you.
Enterprise Value
Building Real Capital Value
From day one, your partnership with Alpha IO is designed to create transferable enterprise value in your own business.
Most wealth advisers build excellent recurring revenue but neglect the capital value of their client network. The Alpha IO model addresses this directly. By providing institutional infrastructure, documented processes, and a clear regulatory framework and compliance and business oversight by investment professionals like you, the Alpha IO proposition creates the conditions for genuine enterprise value.
At retirement, Alpha IO offers to acquire your practice via an attractive commercial agreement. This is not a vague promise; it is a defined mechanism that provides certainty about the eventual value of your life's work. You know from the outset what your practice will be worth and how the transition will work.
Revenue
Revenue Opportunities
The Alpha IO partnership opens multiple revenue channels beyond traditional wealth management income.
Core Wealth Management Fees
Your primary revenue stream. Advisory and management fees from your client portfolio, structured within the platform's fee framework.
SME Consultancy
Through Alpha Enterprise Solutions, offer strategic business consultancy to your entrepreneur and SME business-owner clients, generating additional income from an untapped market.
M&A Advisory
Access corporate finance and M&A advisory capabilities for clients considering business sales, acquisitions, or restructuring. A significant revenue opportunity for advisers serving business owners.
Own-Brand Operation
Teams with £60M+ AUM can operate under their own brand, building a distinct market identity while leveraging Alpha IO infrastructure. Potential for enhanced fee structures and market positioning.
Pricing
How Pricing Works
Pricing is modular and based on several factors: your Assets Under Management, the number of clients you serve, the complexity of your client base, trading frequency, and which services you select from the menu.
The core proposition, including FCA regulatory permissions, compliance oversight, PI insurance, capital adequacy, custody, and technology infrastructure, is provided by Alpha IO. Investment management, para-planning, and advisory services are additional, priced according to the level of support required.
Rather than publishing a one-size-fits-all fee schedule, Alpha IO structures pricing through a conversation. This ensures the commercial terms genuinely reflect your practice's needs and the services you will use.
Qualification
Who Qualifies
Individual Advisers
Minimum £20M AUM
Experienced wealth advisers with an established HNW client base, looking for institutional infrastructure to support their ambitions to create and grow their own business, with help from the experts who have been there and done it.
Teams and Businesses
Minimum £60M AUM
Established advisory teams or businesses seeking own-brand capability, full support from investment professionals like them, and the opportunity to build significant enterprise value.
All candidates must operate within the HNW client community. Alpha IO is not a platform for retail financial advice; it is a Multi-Family Office for professionals serving wealthy families, entrepreneurs, and business owners.
Getting Started
The Onboarding Process
A structured, supportive journey from first conversation to full partnership.
Initial Discovery
A confidential conversation to understand your practice, your client base, your ambitions, and whether the MFO model is the right fit for your business.
Meet the Team
Meet the Alpha IO leadership team. Understand the people behind the platform, their experience, and their vision for supporting your practice.
Proposition Walkthrough
A detailed review of the full proposition: platform technology, investment services, compliance framework, and operational support.
Commercial Terms
Agree the commercial framework: pricing, services menu, own-brand options, and the enterprise value that would be created with our help.
Client Migration
A dedicated migration team handles the full transfer of client assets, accounts, and documentation. Designed for minimal disruption to your practice and client relationships.