Insights

Employee incentives and co-investment in private equity: The Apex Unitas solution

Neil Clark, Head of Apex Unitas and Apex Ventures Fund Services Private equity and venture funds are operated by commercially driven individuals who select investments only after undertaking significant research, due diligence, and strategic analysis.

EU AIF marketing rules: NPPR processes in Sweden, Finland, and Norway

Marc van Rijckevorsel, Head of Sales for Corporate Solutions (North America), Alyson Yule, Managing Director of Financial Solutions, and Zachary Milloy, Partner at Paul Hastings Investment Funds & Private Capital The regulatory framework in the European Union governing the marketing of alternative investment funds (“AIFs”) is the Alternative Investment Fund Managers Directive (“AIFMD”). The AIFMD permits EU member states to allow the marketing of non-EU funds within their territory, provided that the fund and its manager comply with a subset of the AIFMD’s requirements outlined in Article 42 of the AIFMD.

Apex Group support Japan’s growing private equity sector with new fund admin partnership

Apex Group, a leading supplier of global financial services, today announces further in-roads in the growing private equity sector in Japan. Apex Group is working with Japan Growth Investments Alliance ("JGIA") to provide fund administration services to JGIA III Series Fund.

Understanding SFDR and SDR: Key regulatory frameworks for sustainable investing

As sustainability gains focus, the EU's SFDR and the UK's FCA SDR are crucial frameworks shaping the responsible investment market.

Outsourcing administration and custodianship: why businesses are making the move

Paul Richardson, Senior Vice President, Apex Unitas In the ever-evolving world of finance, Fund Managers constantly seek ways to leverage their operations and enhance efficiency. One strategic move that has gained significant traction is outsourcing administration and custodianship to service providers like Apex Group.

Reclaiming excellence: our journey with Cherry Ventures

Mastering NPPR registration: marketing AIFs in Germany and Denmark

Marc van Rijckevorsel, Head of Sales for Corporate Solutions (North America), Alyson Yule, Managing Director of Financial Solutions, and Zachary Milloy, Partner at Paul Hastings Investment Funds & Private Capital The regulatory framework in the European Union governing the marketing of alternative investment funds ("AIFs") is the Alternative Investment Fund Managers Directive ("AIFMD"). The AIFMD allows EU member states to permit the marketing of non-EU funds in their territory, provided that the fund and its manager comply with a subset of AIFMD’s requirements as outlined in Article 42.

Apex Group boosts Saudi team with appointment of key executive hire

Leading global financial service provider Apex Group has grown its team in the MENA region with the appointment of Walid Hayeck, as Managing Director of FundRock Saudi Arabia.

Australia Q2 2024 regulatory update

In the past quarter, significant legislative and regulatory updates have emerged, impacting private equity, superannuation, and sustainable finance. From new bills receiving Royal Assent to the release of major reports and guidelines, we provide a comprehensive overview of key changes and their implications for stakeholders across various sectors.

Apex Group Americas continues to expand its business development team with key executive hire

Apex Group Ltd. (“Apex Group”) – global financial service provider - has announced the appointment of Nicholas Morse as Chief Business Development Officer, Americas. With a wealth of experience and a proven track record, Morse will be instrumental in driving the expansion of its business development efforts across the Americas.

Marketing in the EU under NPPR rules – Depositary duties

Marc van Rijckevorsel, Head of Sales for Corporate Solutions (North America), Alyson Yule, Managing Director of Financial Solutions, and Zachary Milloy, Partner at Paul Hastings Investment Funds & Private Capital A common initial question regarding depositary services under EU marketing rules is whether a fund must appoint a depositary.

Apex Group appoints Novigi as data and technology partner to strengthen proposition in superannuation administration and expand market reach

Data and technology innovation, scale and capability offers sustainable pathway for growth with immediate implementation.