A Year of Transformation: Our 2019 Journey

This year, Apex has transitioned through a huge amount of change; integrating eleven businesses under one group and transforming into the institutional financial services provider we have become today.

We are now 3,000 people strong, delivering a unique single-source solution that enables our clients to access all the financial services they might need under one roof. The evolution of our logo this year was more than just a change of symbol, it was a symbol of change – reflecting the fact that Apex is no longer just a fund administrator, we are a global financial services provider delivering solutions across three core pillars: fund solutions, financial solutions and corporate solutions.

This has not been an easy transition, as Global Custodian stated in a recent article “Apex’s sudden ascendency over the last two years has been nothing short of exceptional”, and we would like to take this opportunity to thank you for your continued support and highlight some of the key milestones Apex has reached in 2019.

9 for 2019 – Our Key Achievements

1. We finalised the integration of eleven acquisitions and expanded our services from fund administration and middle office solutions to include bank account opening, management company services, depositary, custody, FX and an extensive range of corporate solutions.
2. We appointed a Shadow Executive Committee to increase diversity of thought at the most senior level of the business.
3. We achieved a 99% retention rate with our clients.
4. We launched a pioneering new sustainability focused ESG scoring and ratings product.
5. We added a Chief Data Officer and General Counsel to our Executive Committee to bolster our expertise in core areas as we continue to grow.
6. We received approval, via EDB, of our depositary licences in both Ireland and Malta geographically expanding our financial solutions offering.
7. We gained over 1,000 new members of our global team and launched our own employee app, Grapevine.
8. Awarded 6 industry awards.
9. Our Founder and CEO, Peter Hughes, was named one of the ‘30 to Shape the Future’ of the industry by Global Custodian.

It has been a truly transformational year for the Group and we would like to take this opportunity to thank you for your continued support. 2020 is set to be another ambitious year for us and we look forward to continuing to work with our valued clients, providers and partners as we strive toward continued success.

If you would like to contact us about any services or solutions, please get in touch – we remain open for business over the festive season.