Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard working team has successfully delivered on an unprecedented growth and transformation journey and we are now represented by over circa 13,000 employees across 112 offices worldwide.

Our single-source solution enables us to deliver an extensive range of services across the full value chain, to asset managers, capital markets, corporates and family offices. We have continually improved and evolved our capabilities to offer the broadest range of services in the industry; including capital raising and advisory services, fund services, super ManCo services, digital banking, depositary, custody, corporate services and a pioneering ESG Ratings and Advisory solution.

13000

Employees

112

Offices

99%

Client retention rate

Our Values

Our values represent how we serve our greater purpose and we’re proud of how our entire global team has embraced them.

Leadership Team

We believe in leading by example. Our leadership team are responsible for continually raising the bar for collaboration and inspiration.

Clarus Risk is a fintech business founded in 2011 to provide world-class risk and regulatory risk reporting via its proprietary RiskMonitor® platform. Clarus Risk services fund management companies and fund servicers via managed services, Software as a Service (SaaS) and API.

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European Depositary Bank (“EDB”), founded in 1973, facilitates banking, depositary and custody solutions for the Apex Group. As part of Apex, EDB is one of the largest providers of depositary services in Europe for regulated UCITS and alternative funds.

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  • Digital Banking Platform
  • Digital Onboarding
  • Banking Services - Brokerage, FX, Cash Management and Financing Solutions
  • Full Depositary and Depositary Lite
  • Global Custody

FundRock is a leading UCITS management company and AIFM investment fund manager with regulated entities in 12 countries. FundRock offers fully comprehensive, independent and cost effective Management Company, AIFM and ACD solutions. Our strategy is to deliver service locally, by experts, on a global basis.

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  • Super ManCo holding UCITS & AIFM licenses
  • Risk Management
  • Oversight
  • Compliance
  • Global Distribution Support

FundRock LIS, founded in 2011, is a Luxembourg headquartered Super ManCo with an office in Dublin. FundRock LIS focus on private equity, real estate, infrastructure and debt asset classes.

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  • Super ManCo holding UCITS & AIFM licences
  • Risk Management
  • Portfolio Management
  • Fund Distribution support

FundRock LRI, founded in 1988, is a Luxembourg based Super ManCo that holds licenses both as an AIFM and as a management company for UCITS in Germany and Luxembourg. FundRock LRI focus on traditional investments and the DACH region.

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  • Super ManCo holding UCITS & AIFM licences
  • Risk Management and valuation
  • Portfolio Management
  • Fund Distribution support

Holtara is our unique ESG services arm. With a team of 150+ ESG, climate, regulatory, sustainability, and impact specialists, Holtara’s mission is to impact businesses today, for a sustainable tomorrow through its ESG advisory and technology sustainability services. Holtara empowers private market investors, managers and companies to create a legacy they can be proud of, by both achieving their financial goals while also making a positive impact on the world around them.

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Related Services

Corporate Social Responsibility

Corporate Social Responsibility
Insights

Insights
ESG and Sustainability Services

ESG and Sustainability Services

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