Sustainability Report 2024
Private markets and wealth management: a growing connection
How technology enables broader access to private markets
23 February 2023
On 7 February 2023, the Securities and Exchange Commission (the “SEC”) Division of Examinations (the “Division”) published its <a href=”https://www.sec.gov/files/2023-exam-priorities.pdf”>2023 examination priorities</a>. For Registered Investment Advisers (“RIA”), the significant focus areas will be familiar, but with a deeper focus on crypto assets and the Marketing Rule.
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On October 25, 2022, the Financial Conduct Authority (“FCA”) issued a Consultation Paper aimed at fighting greenwashing on investment products. The consultation ran from October 25, 2022 to January 23, 2023 and built on an earlier Discussion Paper on Sustainability Disclosure Requirements.
On 22 December 2022, through the publication of a consultation document and supporting proposed documents/rulebooks, the Malta Financial Services Authority (“MFSA”) invited stakeholders to provide their views with respect to a new proposed regime – the Notified Professional Investor Fund (“NPIF”).
22 February 2023
Apex Group Ltd. (“Apex Group” or “The Group”), a global financial services provider, today announces its appointment by Yarra Capital Management, to support the Yarra Private Capital Discovery Fund (“The Fund”).
20 February 2023
Apex Group Ltd. (“Apex Group” or “The Group”), a global financial services provider, today announces the appointment of Pamela Goldminz as Office Head, Dallas at Apex Group.
Hosted alongside Zhong Lun Law Firm and Shanghai Talent Investments
17 February 2023
While it is important for start-ups to focus on their goals, it is equally vital for these firms to ensure they don’t neglect other areas that are crucial to the success of their company. One such area is audits.
15 February 2023
Apex Group Ltd. (“Apex Group” or “The Group”), a global financial services provider, today announces the appointment of Alice Read as Country Head, Jersey at Apex Group.
Having finalised the acquisition of Sanne, and more recently the Maitland business, Apex Group is committed to Africa playing a strategic role in its future growth.
14 February 2023
As Covid restrictions subside, many global businesses - including financial services firms such as Apex Group who deliver solutions to both global and Indian financial services clients - are returning their focus to the pursuit of growth in India.
Lucia Perchard, Global Head of Product, Family Office at Apex Group, looks at Family Office trends to watch in 2023
