Managed Accounts


As an independent service provider Apex is able to offer a discreet and highly customised fund administration service alongside an excellent understanding of the nuances and unique requirements of high net worth individuals and Managed Accounts.

With over 2000 staff servicing clients around the world we have experience in servicing family offices of all sizes and aim to deliver outstanding products to both large multi-jurisdictional structures and smaller single asset offices.

Utilising state-of-the-art platforms with a multi-jurisdictional operational capability we ensure that we deliver accurate servicing for each Family Office.

Our focus for Managed Account Services:

  • Providing industry leading reporting (including customised reports)
  • Delivering a tailored service not ‘off the shelf’ solutions
  • Competitive pricing
  • Hiring experienced staff
  • Having a strong internal control environment