Leadership

Founder and CEO

Peter founded the global financial services provider, Apex Group Ltd., in September 2003. His vision was to create a company that provides a suite of services enabling managers to grow while running their businesses more effectively and efficiently. Under his leadership the Group has expanded to deliver tailored local service on a global scale and today provides a full range across the financial services ecosystem.

Chief Financial Officer

David has over 25 years of financial services experience. He joined Apex in October 2017, following the Group’s recapitalization by Genstar Capital, in order to lead the Group’s finance team throughout a period of transformational growth and expansion. Prior to joining Apex, David was CFO at Clarien Bank in Bermuda and before that Group Controller at Butterfield Bank.

Chief Product & Technology Officer

Chris joined Apex in October 2017 following the acquisition of Equinoxe Alternative Investment Services. He has over 20 years of experience leading operational strategy within the fund services industry and was brought in to Apex to optimize the global Group’s organizational and operational framework, and lead the strategic integrations of multiple businesses simultaneously.

President

Samir has over three decades of international financial services and technology experience and is an experienced CEO, Board Chair, Client, Sales and Business Executive. He joined Apex in May 2023 in New York and has previously held senior roles at Broadridge, BNY Mellon and JPMorgan Chase. Samir was appointed in 2018 to the board of the NJ State Investment Council, which oversees the state’s $100Bn pension fund.

Chief Human Resources Officer (Maternity Leave)

Vikita Patel has steered and grown Apex’s Human Resources team since joining the Group in 2018. Leveraging over a decade of experience within the HR profession in the financial services industry, she has developed the HR agenda to support Apex’s strategic priorities focusing on key areas such as organisational change and culture, HR operations, reward and recognition, talent management and people analytics.

Interim Chief Human Resources Officer

Peter has a career of over 30 years in consulting and international financial services including with HSBC, AIB, AIG and Nordea. Peter has a proven track record of building best in class HR capabilities, with a focus on developing technology, data insight and scaling HR solutions. Peter has an international profile and has worked extensively across Asia, Latin America, the USA and Europe.

Chief Revenue Officer

Renaud Oury is Chief Revenue & Data Officer, member of the Apex Group Executive Committee. He is based in Bermuda and has spent more than 25 years in the financial services and financial technology space. Renaud is responsible for generating sustainable organic growth for the Group and delivering the technologies, tools and processes to unlock the value of data and drive Apex’ expansion.

Chief Marketing and Communications Officer

Rosie has led and scaled the Marketing function since 2014. She runs a centralized global team across all functions and sub-brands: including both external marketing and internal communications. Rosie is also responsible for the Group’s brand, reputation and public relations and has led the communications of eleven acquisitions in addition the Group’s repositioning initiative alongside that growth.

MD EMEA – Global Head of Financial Products

David has over twenty years’ experience in financial services on both the buy and sell side working with specialist firms and global banking institutions worldwide. He joined Apex in June 2018 when the Group acquired Deutsche Bank Alternative Fund Services where he spent over ten years. As Head of Financial Solutions, David leads the strategic development of the Group’s ManCo, Distribution, Banking, Custody and Depositary services.

General Counsel

Andrew joined Apex in April 2019 to become the global Group’s General Counsel. Most recently Head of Legal at Monzo Bank, Andrew has held senior roles at several prestigious law firms including Latham & Watkins. He has extensive expertise in cross-border M&A and joins Apex at a critical time of integration following several global acquisitions.

MD APAC – Global Head of Open Products

As Global Head of Product – Open-Ended Funds, Martin leads our evolution in the public market space and large-scale transfer agency. Martin has over 20 years’ experience within the financial services industry, most recently founding and leading a publicly listed company.

Global Head of Closed Products

Tel: +971 2 672 6327

Elaine has over 17 years of experience in financial services. She spent 12 years in the Alternative Investment Services Sector and has joined Apex as part of the Deutsche Bank AFS acquisition. Elaine heads up the delivery of PE fund administration and product development for the Americas region.

MD Americas – Chief Innovation Officer

Tel: +1 212 521 5008

Georges has over 20 years’ of experience spanning law, capital markets, and fund administration. He currently oversees Apex’s business across the Americas and joined as part of the Apex acquisition of Deutsche Bank Alternative Fund Services (AFS) group. His Previous Experience include Goldman Sachs, JP Morgan and other financial services companies.

Global Head of Operations

Jeff has over 20 years’ experience in financial services. As Chief Operations Officer, Jeff focuses on creating best practice solutions across the business. Jeff has held a range of senior positions at various financial institutions (Goldman Sachs, Deutsche Bank & Bank of New York), holds a Bachelor of Commerce degree from University College Dublin and is a Certified Investment Fund Director.

Chief Risk Officer

Andrew joined Sanne in 2019 and was appointed Chief Risk Officer for Apex upon acquisition. As CRO, Andrew is responsible for the oversight of risk-taking activities and supporting Apex in effective and efficient management of risk on an enterprise-wide basis. As a member of the Executive Committee, he is responsible for driving and developing Apex's risk framework, governance and reporting.

Chief Transformation and Integrations Officer

Barry is Chief Transformation and Integrations Officer and a member of the Apex Group Executive Committee. Barry’s focus is on successfully and efficiently integrating newly acquired businesses as Apex continues to deliver returns through organic and inorganic expansion. Barry commenced his 20 year career in financial services as a corporate lawyer in Johannesburg in 2001 followed by 16 years in investment banking in London. During this time he was involved in a significant number of UK and cross-border equity capital market and M&A transactions. Most recently Barry was Head of J.P. Morgan’s UK and SSA Equity Capital Markets business which led the majority of the UK tech IPOs in recent years and consistently achieved the top market share.

Chief Digital Information Officer

As Chief Digital Information Officer at Apex Group, Marie is responsible for defining technology strategy to deliver business goals; driving transformation across Apex Group’s IT functions globally, executing Digital Innovation, Cloud, Data, Cyber and Modern Workplace strategic plans. Marie has 30 years’ experience in technology, over twenty being within the finance industry. Across her career, Marie has worked for major international institutions, including Group CTO for Sanne Group prior to acquisition by Apex Group, at Coventry Building Society for over four years where she was Chief Information Officer, responsible for building a technology strategy and leading the transformation; and Capital One where she acted as Chief Engineer and was a member of the IT Leadership team.

Chief Compliance Officer

Philip joined in April 2023 to become Apex Group’s Chief Compliance Officer. Philip has over 20 years of international financial services experience and has held senior roles both at regulators in Europe and the UK as well as in the asset management and fund services industry including at IQ-EQ, Fidelity International, GAM and Nikko Asset Management.

Global Head of Open Ended Product

Jon joined Apex in December 2022 following the acquisition of the fund services business of Maitland International Holdings. Jon has two decades of international financial services experience in the Fund Services and related Technology domains. As a product head, Jon leads the strategic development of the Open Ended Product encompassing new product development and product model optimisation for alternate and traditional funds.

Global Head of Client Relationship Management

Tel: +353 (0) 873474004

Gary is the escalation point of contact for Private Equity clients across Europe and sits on a number of key client boards across the spectrum of Private Equity strategies. Gary has overall responsibility for client relationship management for our Private Equity clients across Europe.

Global Head, Business Development

Tel: +44 207 070 3901

Aman is responsible for building and overseeing Apex Group’s growth across all product lines globally. With 20+ years of experience in financial services, Aman joined Apex in 2018 through the transition of Deutsche Bank’s Alternative Fund Services business, where he was a member of the business’ Management Team. Prior to this, he ran Strategy for Deutsche Bank’s Securities Services franchise covering a range of organic & inorganic initiatives. Previously, Aman was with Citigroup in various roles across Investment Banking and Capital Markets. Aman has an MBA from London Business School, and an A.B. from University of Michigan – Ann Arbor.

Head of Financial Planning and Analysis

Robin Frueholz joined Apex in July 2019 as Head of Financial Planning and Analysis with the responsibility of delivering Planning, Forecasting and Results reviews. Robin has over 15 years experience in financial services in FP&A, Controllership and Finance Transformation.

Chief Accounting Officer and Global Head of Finance

Simon Gatland joined Apex in 2019 as the Group Financial Controller from Goldman Sachs in London. Simon has global responsibility for building out policies, controls and processes underpinning strong accounting and reporting throughout the group, including overseeing and monitoring an effective control environment and providing strategic information and advice to the executive management team across both existing businesses and new acquisitions.

Head of M&A

Max works within the M&A team at Apex and is involved in the execution of Apex’s global acquisition strategy both from a due diligence and a structuring perspective. Max is a trained Chartered Accountant having qualified with KPMG London where he worked within Corporate Finance and Restructuring substantially focused on the (re)insurance industry both in London and Bermuda.

Global Head of Governance

Nitin has over 27 years’ experience with specalisation in risk consulting, governance and audit. His responsibilities at Apex are to provide risk and governance oversight for the Global Apex Group ensuring the highest levels of integrity and diligence are adhered to and a robust risk and compliance framework is supported.

Global Head of Technology

Anthony joined Apex in 2007. He set up the Malta office in 2008 and subsequently ensured that it became one of the fastest growing offices in the Group. Since then he has held various roles within local offices spanning Operations and Information Technology. Anthony is a member of the Certified Public Accountants of Ireland.

Head of ESG Product

Andy has over 24 years’ experience in the financial markets sector, most recently running global distribution in the sustainable investments division of Deutsche Asset Management. Having joined Apex in September 2019, Andy has specific responsibility for driving the Group’s strategic ESG development.

Group Treasurer

Marcus joined Apex in 2019 as Group Treasurer. With over 15 years’ experience, Marcus drives and maintains the financial health of the business and oversees all aspects of financial management. Over his career he has held various roles from financial institutions to consumer brands.

Global Head of Valuation

Tony will be responsible for product innovation and service delivery of valuation advisory services to help Apex Group’s clients achieve their business and strategic objectives. Tony brings more than 25 years of financial services experience providing valuation and transaction advisory services to a wide range of clients and industries. In addition to equity and debt securities, Tony is also experienced in valuing complex financial instruments, including cryptocurrency, contingent consideration, options and swaps, involving predictive modelling. Tony is widely recognized as an industry leader, offering expert witness testimony in several jurisdictions related to valuation matters. He joins Apex Group from accountancy and advisory firm, BDO where he was most recently Global Valuation Leader in their International Capital Finance Group. In conjunction with this, Tony co-led the United States Corporate Finance Practice at BDO and was the Valuation & Capital Markets Analysis National Managing Principal. Tony began his career with roles at Mellon Bank, Arthur Andersen, KPMG and Houlihan Lokey.

Global Head of Hedge Funds

David joined Apex in December 2018 and as Global Head of Hedge Fund Products is responsible for the development of the Group’s funds service solutions for open-ended funds globally. David has over twenty years’ experience in the alternative investment space across operations, asset management and business development.

Chief Executive Officer, Luxembourg

Frederic has over 25+ years of experience in Executive Management, Business Planning and Development, Client Servicing, Operations, People and Programme/Project management in Investment Funds, Asset Servicing, Commercial and Private Banking. He worked with C-level Executives and Board of Directors in Luxembourg, Paris, London and Brussels.

Head of LRI Invest

Tel: +352 261 500 2100

Frank is a Member of the Managing Board of LRI Invest S.A. and Member of the Apex Group Luxembourg Coordination Committee. Frank has 25 years of experience within senior management roles in the investment industry, with focus on Business and Strategic Development, Reorganisations and turn-around management, M&A, and Portfolio Management.

Head of Europe

Tel: +353 1 411 2949

James Burke joined Apex in June 2018 following the acquisition of Deutsche Bank’s Alternative Fund Services business. James has responsibility for the Fund Solutions business within the Apex Group in Europe which includes the Channel Islands, Ireland, UK and Luxembourg amongst others.

Global Head of Capital Markets

Tel: +352 27 61 62 29

Rolf joined Apex in August 2022 through the Sanne acquisition. Based in Luxembourg, he is globally responsible for the strategic development, innovation and enhancement of our capital markets product offering. Rolf spent over eight years at Sanne developing a global capital markets service platform with multi-jurisdictional capabilities. Prior to Sanne, Rolf was more than a decade at Deutsche Bank completing structured finance, real estate and private equity transactions on a wide range of regulated and unregulated debt capital markets, structured finance and alternative asset structures.

Chief Executive Officer, EDB

David has close to 30 years experience in financial services. He spent his entire career in asset servicing and asset management, based in Luxembourg, London and Brussels. After spending the first few years of his career in operations, he covered a number of client facing roles, as well as general management since 2010. In April 2022, he joined EDB, entered the Board of Directors in May and took on the CEO role in June.

Head of Mauritius

Tel: +230 404 8800

Mahesh joined Apex Group in 2007 as the Head of Apex, Mauritius. He has over 20 years’ experience within the financial services industry. He is also a fellow of the Institute of Chartered Accountants of England and Wales.

Global Co-Head of Product - Private Equity

David joined Apex Group in 2022 as part of the acquisition of Sanne where he was Global Head of Private Equity. He spent 8 years in Singapore, latterly as Head of the Sanne Singapore business. Prior to this he was a director at PwC, advising PE and VC clients.

Head of Fund Distribution

Tel: +352 27 111 602

Arnaud joined FundRock in 2020 and is Managing Director of FundRock Distribution. He has more than 25 years of experience as an EMEA institutional business developer and relationship manager in London. Arnaud has had an extensive exposure to and knowledge of portfolio management, strategic asset allocation, LDI/CDI, capital market and Fintech. Prior to joining FundRock, he worked at Sumitomo Mitsui DS Asset Management where he was Head of European Business Development and Client Relations, and before worked at Insight Investment as a Sales director, Pareto Investment and Wellington Management International. Arnaud is a Swiss citizen and fully qualified CFA® charterholder.

Head of Business Development, MENA

Tel: +971 4 428 9221

Glyn Gibbs joined Apex Fund Services in October 2015 bringing with him over 30 years of industry experience in both Corporate and Institutional roles within the asset management industry. Glyn has extensive experience of managing relationships with sovereign entities, asset managers, pension funds, family offices, banks, brokers and corporates.

Head of HR Consulting

Tel: +44 78 6705 3177

Heading up our HR Consulting service line, Rachel brings over 20 years senior operational and strategic HR and Organisational Development experience gained in the consulting, financial services, healthcare and technology sectors. She gained valuable insight from within large global corporates such as BNP Paribas and VISA International to UK grown Companies such as Simplyhealth. In addition, Rachel has a wealth of experience of supporting startups and SMEs from previously running her own Consultancy Company. This knowledge and breadth of experience enables her to fully assess and understand customer needs in relation to their position, size, maturity, journey and plans. Rachel is Chartered MCIPD.

Head of Business Services UK

Kerry joined Throgmorton in 2010. Starting her career with HMRC Kerry now uses her 16 years of tax and commercial experience to understand the challenges of businesses to assist clients obtain the maximum from their relationship with us. Kerry focuses on building the business through knowledge, expanding networks, creating positive introductions and seeking a creative and collaborative environment.

Regional Head – ASEAN

Tel: +65 6962 6403

Valerie joins Apex from SANNE GROUP to continue leading the firm’s growth and performance across the APAC region. Valerie is a qualified Lawyer with a broad range of skills and experience, she is well positioned to lead Apex across APAC and continue to deliver its single-source solution.

Global Head of Middle Office

Alan runs the global middle office business which is comprised of 8 separate business lines. He has 22 years' experience in the Alternative Investment Industry working with a wide range of clients from institutional Pension funds to some of the biggest Hedge Fund clients. Previous to Apex, Alan was part of the 3 person ExCO of Equinoxe Alternative Services. Previous to this he has held roles at JP Morgan. FundParters NV and State Street. Alan believes key to success of the Middle Office business is to create reusable processes and systems but recognize that not one size fits all clients, and creating innovative solutions around the client is key to Apex success.

Global Head of Product – Private Debt

Tel: +44 7747 784453

Keith joined Apex following the acquisition of Sanne Group where he held a similar position. In this role, he is responsible for growing and developing the product offering across the private debt business. Prior to joining Sanne, Keith held roles at Global Loan Agency Services Limited and Nomura International Plc. where he was responsible for building and managing various loan agency and private debt teams, business development and relationship management functions. He has also held previous roles at Silver Point Capital and Lehman Brothers.

Global Head of ManCo

David has over twenty years’ experience in financial services on both the buy and sell side working with specialist firms and global banking institutions worldwide. He joined Apex in June 2018 when the Group acquired Deutsche Bank Alternative Fund Services where he spent over ten years. As Head of Financial Solutions, David leads the strategic development of the Group’s ManCo, Distribution, Banking, Custody and Depositary services.

Head of Digital Banking

Ankit joined Apex Group in March 2021 from QIC Global where he was Head of Investments & Treasury. As Head of Digital Banking, he is responsible for development and delivery of Digital Banking Offerings of the group. Ankit has 20 years of experience in Finance, Fund Operations, Investment management and Treasury across Financial services. Ankit is a Chartered Accountant (ICAI) and also an ACCA.

Global Head of Product - Transfer Agency

Bringing over 20 years of experience in the financial services industry, Garth joined the Apex team in April 2023 to spearhead the strategic product development of their Transfer Agency Services. Previously, as the CEO of Silica Holdings, Garth successfully led the company through its acquisition by the FNZ Group in April 2021 and later assumed the role of Global Head of TA Services for the FNZ Group. Prior to being appointed as the CEO for Silica, a position he held since September 2017, Garth fulfilled the role of CIO, after spending his first year growing Silica’s platform solutions business. Garth was part of the Standard Bank of South Africa Group from 2003 until joining Silica in August 2014. During this time, he took on various roles including Director of Retail Operations at STANLIB, CIO and Business Change Executive at Liberty Life and CIO of the Transactional Products and Services business unit at Standard Bank.

Global Head of Custody

Steven joined Apex in 2021 as COO of Financial Solutions, and is now Global Head of Product – Custody. Steven has held a number of senior roles in Product Development and Product Management in the post-trade space, and has over 20+ years’ experience in Financial Service, having spent 15 years at Deutsche Bank. Steven is a Fellow of the Association of Chartered Certified Accountants.

Country Head - India

Akshay Thakurdesai has significant years of leadership experience in IT, Operations, Product and Business Development across Securities Services and Global markets business lines. Akshay previously led the securities services business for BNP Paribas in India prior to being the COO for the banks global markets business. He started his career in KPIT Cummins, Pune working on Deutsch Bank and BNP Paribas's projects shifting later to Chennai in pilot team setting up and grow BNP Paribas's offshore center servicing Asset Fund Services and Custody franchise. He has extensive work exposure in Pune, Chennai, Mumbai, Hongkong and Paris, and well versed with English, French apart from Indian languages.

Global Head of Corporate and Business Services

Tel: +31 6 2901 6249

Evert joined Apex in November 2022. He is based in the Netherlands and has over 20 years of experience in international financial services. Before joining Apex, he spent over 17 years with Intertrust where he oversaw the growth and development of their Global Corporate Services Line. At Apex, Evert’s responsibility will be to innovate, enhance and develop our corporate and business services products for our global client base.

Head of Business Development, APAC

Tel: +852 3749 6578

Liam is responsible for all sales & business development activity across Asia Pacific. He re-joined Apex Group in 2020 having previously held sales and leadership positions with FIS & SS&C. After nearly a decade with the world’s leading financial services organisations, he brings an extensive knowledge of the funds and corporate services market.