Leadership

Founder and Chief Executive Officer

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.

Group 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.

Chief Human Resources Officer

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.

Chief Revenue & Data 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 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.

Global Head of Financial Solutions

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.

Global Head of Corporate Solutions

Matt joined Apex in 2019 as Global Head of Corporate Solutions, through the CPCS acquisition. Having previously worked at Standard Bank, Barclays Wealth, RBS and GE, Matt adds material value to our leadership team through his deep understanding of the corporate services market and financial services space.

Global Head of Product – Closed-Ended Funds

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.

Global Head of Product – Open Ended Funds

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.

Chief Innovation Officer & Regional Head of North America

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 Operation

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.

Head Strategic Development – Corporate Services

Henk Pieter (HP) brings over two decades of international experience in the financial services industry and has proven track record of leading and implementing sustainable revenue growth strategies. Before joining Apex, he spent over a decade as Board and Executive Committee member of a major service provider to the financial services industry. As a member of Apex’s ExCo, HP is focusing on delivering on our strategic goals by effectively driving our unique value proposition in the market, ultimately accelerating the commercial development of the Apex Corporate Solution service line.

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. Aman joined Apex through the transition of Deutsche Bank’s Alternative Fund Services business, where he was a member of the business’ Management Team. Prior to this, Aman ran Strategy for Deutsche Bank’s Securities Services franchise, leading inorganic/organic initiatives.

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.

Group Financial Controller

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 CIO

Barry joined Apex in 2016 to lead the Cloud and security functions and drive the Technology transformation of Apex Group to Public Cloud platforms. He has over 25 years experience working in large multinationals delivering managed services, cloud services and security services. Barry holds a Masters in Cloud Computing as well as security and architecture certifications from ISACA and the Open Group. As Group CIO he leads the technology acquisitions in the Group.

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 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.

Global Head of Compliance Solutions

Tel: +9714 358 7715

Hari has over 20 years’ experience in financial services regulation, being part of the development team of 2 regulators (UK FSA) (DIFC DFSA) and advised regulators on the systemic implications of Islamic finance. Hari oversees Apex’s Global Compliance solutions line following the acquisition of Praesidium.

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.

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 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.

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.

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 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.

Head of Apex, APAC

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.

Head of Business Development, Americas

Jason leads US business development for hedge funds, private equity, real estate and VC, based in New York. He joined Apex in 2019 from HedgeServ where he was Head of Business Development and has extensive private and public markets experience.

Head of FundRock

Xavier Parain joined FundRock in January 2019. Prior to that, Xavier worked for 7 years at Autorité des Marchés Financiers (AMF), where he held the position of Managing Director at the Asset Management Directorate. Xavier has also solid experience in the banking and asset management sectors and has held executive roles within major international organisations.

Head of MENA

Tel: +971 2 672 6327

Craig has over 30 years’ experience in the financial services industry globally, having held senior management positions in fund management firms, investment banking and fund administration. He is keenly involved in the development of practices and the landscape of the financial services sector and his expertise and advice is often sought by major stakeholders in the sector.

Head of LRI Invest

Utz holds a degree in International Business Administration and also qualifications as a Luxembourg Chartered Accountant and a Certified Specialist PE and RE Administration. He has almost 20 years of professional experience in the financial markets. Before joining LRI, he worked for PwC, Bayerische Landesbank in Paris and KPMG.

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 Real Estate

Tel: +44 203 697 5353

Michael leads the Group’s Real Estate service line. He has extensive international industry experience, having held a distinguished range of management roles throughout his career. His wealth of knowledge is a real asset as we continue to strengthen our client-centric, globally connected technology solution.

Global Head of Capital Markets

Tel: +44 20 3994 7110

Paul joined Apex in January 2020 from TMF Group to lead the development of the Group’s Capital Market offering. Prior to this he spent 2 1/2 years as Global Head of Capital Markets at TMF Group in Singapore and London. He has spent over two decades at Standard Chartered Bank, BNY Mellon, Barclays and Citi respectively in senior global/regional roles in Capital Markets in APAC and EMEA. Paul is a Chartered Companion of the Chartered Management Institute.

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.