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Apex Group appoints new Head of Private Clients and Family Office

08 July 2024

Leading global financial services business Apex Group (“Apex”) has grown its senior leadership team with the appointment of a new Head of Private Clients and Family Office.

Katie Baxter has joined Apex from the Jersey office of the leading offshore law firm Ogier. Over the course of her career, Katie has specialised in trust and fiduciary law, advising trustees both at a local and international level on private and commercial structures, including employee incentives and pension trusts. She also advised individual settlors, beneficiaries, and protectors and worked alongside foreign counsel.

She was recently named a ‘key lawyer’ by Legal500 and has previously been recognised by Citywealth as a Future Leaders Lawyer of the Year and top 40 recommended under 40 of leading private client practitioners in the UK as well as a Rising Star by Euromoney. 
She joins Apex to lead on the private clients and family office service offering, where she’ll be drawing upon her wide-ranging experience to help clients manage the complexities of protecting and growing future wealth. 

Apex clients include family offices, business owners, entrepreneurs, c-suite executives, asset managers and next generation heirs so she will be well placed to provide assistance and reassurance to existing and new clients.

Commenting on her appointment, Katie Baxter said:

“Apex has carved a reputation globally for bespoke and comprehensive private client and family office services. Apex understands the complexities of this market and the changing needs of the diverse array of clients in this space. I am genuinely excited to be a part of the Apex family and I am looking forward to harnessing and building upon the services that clients have come to expect.”

About Apex Group

Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With over 13,000 employees globally, Apex Group provides services into 50 jurisdictions delivering an expansive range of services to asset managers, financial institutions, private clients, and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fund raising solutions, fund administration, digital onboarding and bank accounts, depositary, custody, super ManCo, corporate services and a pioneering ESG ratings and advisory solution. Apex Group’s purpose is to be more than just a financial services provider and is committed to driving positive change to address three core areas; the Environment and climate change, women’s Empowerment and economic independence, education and social mobility.


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