Joseph Marti
About Joseph Marti
Joseph Marti serves as the Associate Director at Alpha FMC in London, England, a position he has held since 2021. He has extensive experience in wealth management and financial services, having previously worked in various roles at firms such as Catalyst, Sionic, and Barclays Wealth and Investment Management.
Work at Alpha FMC
Joseph Marti has been serving as an Associate Director at Alpha FMC since 2021. His role involves overseeing various projects and initiatives within the firm, which specializes in providing consultancy services to the financial services sector. Based in London, he has contributed to the company's strategic objectives and has been instrumental in enhancing client relationships and service delivery.
Career History
Prior to joining Alpha FMC, Joseph Marti held several significant positions in the financial services industry. He worked as a Principal Consultant at Catalyst from 2018 to 2019 and as a Director at Sionic from 2019 to 2021. His earlier experience includes roles at Barclays Wealth and Investment Management, where he served as a Portfolio Manager and Analyst, as well as a Consultant at Knadel. He also completed internships at Barclays Wealth and Kleinwort Benson.
Education and Expertise
Joseph Marti earned a Bachelor of Science degree in Medical Anthropology from Durham University, where he studied from 2008 to 2011. His educational background complements his expertise in distribution and risk within the financial services sector. He has developed insights into wealth management challenges, including MiFID II costs and charges, and has been involved in discussions regarding hybrid advice and its implications for productivity.
Industry Contributions
Joseph Marti has actively participated in discussions surrounding the future of value assessment and product governance in the financial services industry. He has shared insights on the digital readiness of the asset management sector and has been involved in vendor assessments within the wealth and retail investment landscape. His contributions also extend to the ESG regulatory landscape, reflecting his engagement with current industry trends.
Professional Skills
Joseph Marti possesses a strong background in wealth management and financial planning, including experience in mergers and acquisitions. His professional skills encompass risk management, distribution strategies, and an understanding of the operational challenges faced by wealth management firms. He has demonstrated a commitment to enhancing industry practices through his involvement in various strategic discussions.