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Apex appoint Roame to board of directors
08 April 2024 US
Reporter: Jack McRae

Roame founded and is managing partner of Tiburon Strategic Advisors and the Tiburon CEO Summits

Apex acquires AdvisorArch
12 March 2024 Global
Reporter: Jack McRae

Apex adds automated rebalancing and solutions to standardise investment allocations into their product suite

SLIB and Clarus Risk launch RiskMonitor
26 February 2024 France
Reporter: Lucy Carter

RiskMonitor provides improved governance and transparency on multi-asset risk exposures, aiming to improve efficiency in the brokerage market

Apex Group and MJ Hudson merge ESG businesses
12 January 2024 Global
Reporter: Jack McRae

Apex Group has merged its ESG business with MJ Hudson’s to launch sustainability services brand Holtara

Apex invests in Tokeny
14 December 2023 Luxembourg
Reporter: Lucy Carter

Tokeny will integrate into Apex’s single-source solution, with the goal of encouraging financial institutions to enter the tokenised financial market

David Fowler swaps Apex Group for Ogier Global
30 November 2023 UK
Reporter: Sophie Downes

Based in London, Fowler will be responsible for leading Ogier’s fund administration proposition across Europe

Apex enters Portuguese market with Watermark acquisition
06 November 2023 Portugal
Reporter: Lucy Carter

Watermark is now a part of Apex’s Corporate Solutions business, a global initiative with locally-delivered services. The company’s local employees will also join the group’s division

ABS appoints EDB for depositary services
31 October 2023 Europe
Reporter: Klea Neza

As part of the new mandate, EDB has been selected to provide depositary services for 32 bank accounts for 14 special purpose vehicles

Apex Group acquires South Africa’s Boutique Collective Investments and Boutique Investment Partners
19 October 2023 South Africa
Reporter: Jenna Lomax

BCI and BIP clients will have access to Apex’s digital banking, fund raising, distribution and administration solutions as well as its ESG rating, reporting and advisory services

Apex expands ESG and sustainability solutions suite
09 October 2023 UK
Reporter: Lucy Carter

More than 150 experts will deliver the services globally, led by Emma Bickerstaffe, managing director for ESG and sustainability at Apex

Apex completes further MJ Hudson acquisition
04 October 2023 Ireland
Reporter: Lucy Carter

The business outsourcing division constitutes MJ Hudson’s ManCo operations in Luxembourg and Ireland, Channel Islands fiduciary and fund administration, and investment advisory

Apex appoints Stephen Geddes as UK regional head
21 September 2023 UK
Reporter: Klea Neza

Geddes will be responsible for overseeing the delivery of Apex Group’s single-source solution to global clients