Insights

The Global Real Estate Asset Management Survey 2024: reality vs. expectations

Apex Group appoints new Head of Private Clients and Family Office

Leading global financial services business Apex Group (“Apex”) has grown its senior leadership team with the appointment of a new Head of Private Clients and Family Office.

Apex Group set to acquire Trustees Executors’ Custody and Investment Accounting business

Generative AI in asset management: Top 4 use cases explored

Artificial Intelligence (“AI”) has numerous applications in portfolio management, trading, and risk management, enhancing efficiency and compliance within the industry. It is also central to emerging practices like algorithmic trading and robo-advising. However, AI is far from replacing humans entirely; therefore, it can be better described as a set of tools that automate or assist with certain aspects of asset management and investment operations. It is just one piece of an integrated strategic approach that asset managers need to adopt to drive sustainable growth.

The power of exchange-traded products

An exchange-traded product (“ETP”) is a tradeable financial instrument that closely tracks an underlying market, such as indices, currencies, and shares. They are derivative securities that repackage the value of an underlying asset and list it on an exchange for public trading.

You are invited to our latest webinar! Outsourcing vs. Co-sourcing: How GPs Select the Right Model

Join us for our upcoming webinar "Accounting for Taste: How GPs Select the Right Operating Model," presented by The Drawdown and Apex.

Co-investing is here to stay, but could it work better?

Singapore's National Risk Assessment reveals significant money laundering threats across multiple sectors

Singapore recently published the Money Laundering National Risk Assessment (“NRA”), highlighting significant money laundering risks across various sectors such as banking, wealth management, and corporate services.

The Financial Crime Commission Act 2023

Bimal Nuckchadee, Director The Financial Crime Commission Act 2023 (the “Act”) was passed by the National Assembly on December 21, 2023, proclaimed on March 29, 2024, and is now operational. The Act represents a significant step by the Government in combating financial crime and maintaining Mauritius's image as a compliant jurisdiction both nationally and internationally.

ESAs' opinion on assessment of SFDR

The European Supervisory Authorities (“ESAs”) have published a joint opinion on the assessment of the Sustainable Finance Disclosure Regulation (“SFDR”)

Apex Group issues new Holdco PIK Notes with an incremental $1.1bn from Carlyle and Goldman Sachs

Apex Group Ltd. (“Apex”) has announced global investment firm Carlyle’s Global Credit business (“Carlyle”) and Goldman Sachs Private Credit (“Goldman Sachs”), have jointly committed in excess of $1.1bn into the global financial services provider.

Advantary Capital Services and Apex Group Announce Strategic Partnership to Expand Portfolio Company and Client Services

Advantary, LLC and Apex Business Services, a division of Apex Group (“Apex”), announced a strategic partnership aimed at enhancing the range of financial services available to their portfolio companies and clients.