With over 20 years of experience in the Brazilian fund administration and fiduciary business, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform.
Our highly skilled leadership team delivers our full suite of services for local and international asset managers including accounting, tax, and regulatory reporting tailored to the local market and in line with the regulatory requirements.
Sao Paulo
1212 Rua Alves Guimaraes Sao Paulo CEP 011.073.020-56 Brazil
Roberto has over 25 years of experience in financial and capital markets, fund administration and custody services. He is currently Apex’s Latin America Regional Managing Director and oversees Apex’s different businesses across that region, including the acquisitions made by Apex in Brazil. He has extensive experience and has worked many years in global organizations such as; Citigroup, HSBC and Santander.
Francine Balbina
Country Head and Managing Director - Brazil
Francine is the driving force behind our innovative client-centric solutions.
With over two decades of experience in the financial market, Francine brings deep expertise in fund administration, non-discretionary management, custody services, and tailored solutions for non-resident investors.
Francine's impressive academic credentials include a degree in International Relations from Eckerd College, Florida, and a master's degree in Business Consulting from FIA-USP. She also holds the Anbima CPA20 certification, further underscoring her expertise in the industry.
Passionate about fostering inclusion and growth, Francine has been the Co-Chair of the 100 Women in Finance Brazil Location since 2019. She was pivotal in bringing this global NPO to Latin America, working alongside other women leaders to empower and connect professionals in the financial sector.
Nicholas Morse
Chief Business Development Officer - Americas
Nicholas brings more than 25 years of experience as a financial services executive, with Managing Director titles at SS&C Technologies, Addepar and BlackRock. He holds extensive experience in financial technology as a member of the team that launched BlackRock’s Aladdin business and held several leadership roles during his tenure there. Nicholas drives the growth of our business development efforts through new partnerships, brand development, product strategy, and regional expansions.
Brazil fact file
Learn how we deliver global solutions with local expertise.