Apex Group

Apex Group is an international provider of fund and asset servicing that describes itself as a single-source partner across the investment value chain. It supports asset managers, multinationals, small businesses and wealthy families through the life of their funds and structures, and has grown through acquisitions including Sanne.

Products and services

• Fund services: fund administration throughout a fund's life, including private credit administration and look-through reporting.
• Corporate services: administration, regulatory and compliance support for companies.
• Digital corporate banking and treasury: online corporate banking and treasury as a service.
• Loan agency and administration: support for lenders and credit funds.
• ESG and sustainability: ESG ratings, reporting and climate and carbon services.
• Management company and marketing: ManCo services, plus Profilir, a digital marketing platform for asset managers.

Customers and markets

Asset managers, multinationals, SMEs and families managing wealth across generations.

Key facts

• Acquisition: completed the purchase of Sanne
• Charity: the Apex Foundation, set up in 2022
• Business services: Apex business acceleration services (BASE)