“We’re all working together, that’s the secret”
– Sam Walton
Apex is a global financial services organisation that retains a focus on high client service levels delivered locally.
Originally established in Bermuda in 2003 by Chairman and Founder, Peter Hughes, Apex now has over 3,000 staff based in 24 jurisdictions globally and administers circa $650bn in assets.
Apex provides a full suite of products surrounding its core fund accounting services, from regulatory solutions to middle office services, covering the full value chain for its clients.
WE CARE
We care about our work. We care about doing a good job. We care about each other. We care about the environment and society. We don’t do “that’s not my job” – “that’s not in my role”. We strive to put what’s right for the team and our client first.
WE PROMOTE RESPECT
We don’t have egos. We respect each other. Every role and every person brings value. We listen. We embrace diversity in all guises. We don’t tolerate dismissive behaviour, lack of inclusivity or bias.
WE ARE EXCEPTIONAL
We go above and beyond. We strive to be the best. We are motivated. We are always learning. We are candid. We are transforming. We are never complacent and we believe in our people.
WE DRIVE GROWTH
We drive growth through collaboration and openness. We drive growth through inclusivity. We drive growth through investment in our business and our people. We drive growth through the promotion of excellence.
To never become complacent. To strive every day to be a better business by listening to our clients, living our values, evolving our service offering and rewarding our people.
To constantly evolve, to give people a choice and to always be the best option.
“I founded Apex with a very clear objective – to work locally alongside clients to provide a fast, effective and locally tailored service. Strong client relationships have been, and always will be, at the heart of the Apex philosophy. The commitment to staying true to this goal has played a huge part in our ability to expand Apex’s services across the world. Our global network of offices are focused on delivering services locally, with good ethics, to both our clients and staff.”
Peter Hughes, Founder and CEO
“I have been in the financial services industry for over 25+ years and the opportunity at Apex is both a unique challenge and fantastic opportunity. The global Group is on a robust upward growth trajectory and while we navigate the related challenges around acquisitions, integrations and organic growth our key focus remains firmly on ensuring none of these impact our clients. There is still amazing potential for expansion as Apex gets ever closer to its goal of becoming the largest independent fund administrator in the world.”
David Carrick, Group CFO
“Operations have never been more imperative than they are today in the asset management world. With regulators around the world increasingly issuing new directives and compliance requirements, as a fund service provider we need to be ahead of the market to stay competitive and deliver value to our clients. Providing outstanding and robust operational services to clients is vital to our success and ability to maintain a competitive advantage, this is why our own in-house infrastructure also needs to rise to that challenge and is something we focus on at all times to evolve, evaluate and expand.”
Chris Mulhern, Head of Operational Strategy
“Apex has blended organic and acquisition growth strategies to create a unique service offering with an exceptional breadth of product, maintaining an unfailing focus on client service. The asset management community has seen many changes and challenges over the past ten years and as a result service providers that can manage complexity and deliver globally integrated solutions efficiently, are highly valuable. The Apex Group can provide the broadest range of services from banking, corporate services, middle office and fund administration whilst maintaining its independence as a provider; the power of this offering cannot be underestimated and is central to Apex’s continued growth and success.”
David Rhydderch, Global Head of Financial Solutions
“Apex offers a unique solution; delivering highly customised fund administration solutions on a global scale, whilst ensuring a strong culture of compliance and risk is delivered locally. This structure has been instrumental in establishing Apex as a leading independent administrator in every major financial jurisdiction. Our teams comprise of highly skilled hedge fund and private equity fund administration professionals who utilise leading software solutions to deliver tailor-made service to clients in the rapidly evolving local and global regulatory environment.”
Srikumar T. E., Global Head of Fund Solutions
“The excellent service, wide product set and truly global presence we enjoy at the Apex Group is the driving force behind our record setting growth. Every one of our employees around the globe understands that to deliver value we need to listen to both the needs of managers and the industry as a whole, shaping our services to deliver what our clients need – before they need us. As a result, Apex provides its clients with a competitive advantage in the marketplace.”
Fred Jacobs, Chief Revenue Officer
“Over the past few years Apex has totally transformed as a business. Having established itself as a global provider in the asset management space, the organisation has now evolved into an institutional sized global financial services provider. Our focus from a legal and governance perspective is on reinforcing and enhancing the robust controls and procedures required across the group on a global basis. As Apex evolves, we place great importance on enabling an agile approach to service delivery while simultaneously implementing a vigorous control framework that supports both the business infrastructure and our clients as we continue to expand.”
Andrew Macklin, General Counsel
“Apex has developed a truly unique offering for clients. With three core capabilities of fund solutions, financial solutions and corporate & private client solutions, we deliver an unparalleled range of services that help our clients be successful at all stages of their evolution.
Our expertise in corporate services and private clients perfectly complement the traditional strengths of Apex Group. We understand that in an increasingly complex and fast-moving world clients value the ability to be supported by a single partner who truly understands their needs. Although we are a global financial services provider, we pride ourselves on delivering a personal service to every type of client.”
Matt Claxton, Global Head of Corporate Solutions
