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Uluwatu appoints Apex Group to provide fund administration services

03 April 2024

Uluwatu Limited has appointed Apex Group, the global financial services provider, to provide fund administration services.

Uluwatu Limited, the Hong Kong-based investment firm which makes long-term equity investments in entrepreneur-led, publicly traded businesses across Asia, employs a fundamentals-based, research-driven approach in its investment process. It constructs a concentrated portfolio of 10 to 15 investments with a target holding period of five plus years. The firm focuses on investments across three principal sectors – digital economy, financial services, and consumer and lifestyle.

Uluwatu Limited was founded in 2022 by Rob Sheridan. Rob began his career as a Private Investments Analyst at Global Endowment Management in Charlotte, North Carolina. He was subsequently a Principal at Ward Ferry Management in Hong Kong, where he spent nine years analysing public and private investments across Asia. He has a B.Sc. in Economics & Philosophy from Duke University.

Rob Sheridan, Founder and Chief Investment Officer, at Uluwatu Limited, says:

“We are excited to be partnering with Apex Group, one of the leading fund administrators in Asia. We have been particularly impressed by their long track record of working with emerging managers throughout the region, providing a high level of service and robust institutional infrastructure to deliver success to our fund and clients. “

Jacob Fisher, Strategic Client Director, APAC, also says:

“We are very excited to be partnering with Uluwatu and are encouraged to see the continued growth of hedge funds in Hong Kong”

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.


Chanel Townsend | Chanel.Townsend@apexgroup.com | +447391046830


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