Sustainability Report 2024
Private markets and wealth management: a growing connection
How technology enables broader access to private markets
24 July 2019
<p><em>Apex Group Ltd. (“Apex”) enhances ESG capabilities with new rating and analytics product, Apex ESG Ratings, and announces the appointment of Amara Goeree as Global Head of ESG Product</em></p>
Read More
01 July 2019
Apex Group announces the close of Link Asset Services’ CPCS business and Throgmorton acquisitions
20 June 2019
Step by Step Guide to Fund Liquidation (Updated June 20, 2019)
07 June 2019
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.
08 April 2019
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.
20 March 2019
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.
19 March 2019
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.
14 March 2019
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.
08 March 2019
Launching a fund can be like buying real estate: The process is relatively straightforward, but there are a number of potential pitfalls that could cost you time and money, and possibly scuttle the deal. To make the most of your fund launch, you’ll need to make decisions such as:
In a series trust for unaffiliated investment managers (a Trust), the investment adviser or investment manager (the Adviser) is the sponsor of their fund(s).
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.
A mutual fund is an investment company, and similar to other types of companies, incurs expenses related to its operations.
