Insights |

08 August 2024

Simplifying private asset investments for high-net-worth individuals

Neil Clark, Head of Apex Unitas and Apex Ventures Fund Services Imagine navigating the world of investments with the ease of managing your stock portfolio, but with the added excitement and potential of private equity, venture capital, and unique private company investments. High-net-worth individuals ("HNWIs") are no strangers to the benefits of investing through brokerage accounts and segregated managed accounts ("SMAs") in the stock market, as well as using these tools for futures and cryptocurrencies. However, the realm of private assets has long been less accessible and more complex.

Blog

05 August 2024

Fintech trends in asset management: A new era of innovation and transformation

Juan  Andres Dudier Mendoza, Deputy Product Head,  Digital  Asset Fund Services The asset management industry is on the brink of a transformative era, driven by rapid technological advancements. As we look ahead, several key trends are set to reshape the landscape, offering new opportunities and challenges for asset managers. The most significant trends include the expansion of asset classes, the redefinition of client relationships, the impact of distributed ledger technology (“DLT”), and the evolving role of real estate in investment portfolios.

Blog

05 August 2024

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.

Blog

05 August 2024

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.

News

31 July 2024

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.

Blog

30 July 2024

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.

Blog

25 July 2024

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.

Blog

25 July 2024

Reclaiming excellence: our journey with Cherry Ventures

Rebekka Slotalla, Country Head Germany In the dynamic world of venture capital, consistency and reliability are key. Cherry Ventures, a prominent venture fund manager in Germany, has been a valued client of Mola-administration GmbH since the inception of their fund, Cherry II, before we were acquired by Apex Group. Over the years, we have nurtured a strong relationship, proving our commitment and knowledge by managing Cherry III and various special purpose vehicles (“SPVs”). This blog delves into our enduring relationship with Cherry Ventures, highlighting the challenges and triumphs that have defined our collaboration.

Blog

24 July 2024

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.

News

24 July 2024

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.

Regulatory Tracker

22 July 2024

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.

News

18 July 2024

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.