Insights

Guide to Voluntary Liquidation

Step by Step Guide to Fund Liquidation (Updated June 20, 2019)

Apex Appoints Andrew Macklin to Executive Committee

LONDON, 05 June 2019, Apex Group Ltd. (“Apex”), the global financial services provider, today announces the appointment of Andrew Macklin as General Counsel and member of its Executive Committee.

Apex Appoints Head of Channel Islands

Guernsey, April 8, 2019 — Apex Group Ltd. (“Apex”) announced today that Gareth Smith has joined as Head of Channel Islands (Guernsey / Jersey), to manage the Group’s expanding operation and client service delivery across Jersey and Guernsey.

Apex Acquires Broadscope Fund Administrators

HAMILTON, Bermuda, March 20, 2019 – Apex Group Ltd. (“Apex”) today announced the acquisition of Broadscope Fund Administrators LLC (“Broadscope”), a US-based private equity fund administrator.

Apex Selects AQMetrics for Regulatory Reporting

IRELAND, Dublin, March 19, 2019 – award winning RegTech AQMetrics is pleased to announce that Apex Group Ltd. (“Apex”) has selected AQMetrics as its regulatory reporting technology solution.

Latest ADGM Licensed Manager Selects Apex for Middle Office Services

March 14, 2019, Abu Dhabi: One of the latest managers to be granted an ADGM license, AD Global Investors (“ADGI”), selects Apex Group Ltd (“Apex”) as middle office provider.

Launching a Fund

The Role of a Mutual Fund Board

Seeding a Mutual Fund with SMAS

Investment advisers who manage client assets in separately managed accounts (SMAs) may encounter challenges scaling their products or executing certain strategies within an SMA. Advisers may want to consider supplementing their product suite with mutual funds, which don’t have these limitations.

Mutual Fund Operating Expenses and Strategies

A mutual fund is an investment company, and similar to other types of companies, incurs expenses related to its operations. 

Determining a Mutual Fund’s Advisory Fee

When it comes to choosing among investment products, a mutual fund is no different than a bag of oranges or a new car: price is key. 

Apex Acquires Atlantic Fund

HAMILTON, Bermuda, March 6, 2019 – Apex Group Ltd. (“Apex”) today announced the acquisition of Atlantic Fund Services (“Atlantic”), a US-based fund administrator serving the traditional and alternative mutual fund market.  Apex is a portfolio company of Genstar Capital.