About Apex

Apex is unique in its ability to reach globally, service locally and provide cross-jurisdictional solutions
About Apex

“We’re all working together, that’s the secret”
– Sam Walton

Mission Statement:

A company is only as good as the solutions it provides. Apex seeks to deliver the most responsive and robust fund administration solutions to asset managers worldwide; to employ enthusiastic and talented resource and reward those who go the extra mile; to maintain a focus on delivering a personal service at a local level; to always value ethical and socially aware business processes; to utilise the best and most advanced technologies; to deliver the broadest offering and the most advanced solutions in the industry; and to help our clients Grow With Us.

About Apex:

Apex is a large global institution 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 2000 staff based in 24 jurisdictions globally and administers circa $560bn 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.

Peter Hughes Chairman Apex Fund Services

“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

David Carrick Group CFO

“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

Chris Mulhern, Head of Operational Strategy

“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

David Rhydderch, President

“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, President

Srikumar T. E., Deputy CEO Apex fund Services

“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., President

Fred Jacobs, Chief Revenue Officer, Apex Fund Services USA

“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

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WHAT OUR CLIENTS SAY

Abu Bakar Chowdhury, Chief Financial Officer, ASMA Capital Partners B.S.C.(c) (2018)

“We are happy to have been on boarded by Apex for our Fund Admin and TA services, we get timely reports and prompt responses and we appreciate the assistance they provide for any ad hoc requests from time to time. We believe Apex has well qualified and experienced professionals who provide us professional advice when needed.”

John Palmer, CEO – PL Capital (2018)

“We have worked with our Apex Team for a number of years.  They are very helpful, resourceful and very responsive.  They allow us to allocate our internal time to other items.  We highly recommend them!”

Haitham Al Channam, Managing Director, Head of Real Estate Department, Jadwa Investment (2018)

“The team at Apex Dubai has contributed heavily to the successful listing of Jadwa Saudi REIT Fund. Apex demonstrates great commitment  and knowledge in the REIT space; therefore  they are our preferred fund administrator for both of our managed REIT Funds”.

Devendra Seebaluck, Vikasa Capital (2018)

“Excellence is the gradual result of always striving to do better – Pat Riley”. This is how we describe the Apex team in Mauritius. We have been associated with Apex since early 2014 for fund administrative services. Their stronghold competencies, dedication, de-rigueur service and flexibility are few traits that have solidified our business relationship. Ashley…

Ben Li 李斌 , CFO – Linear Venture (2017)

“Apex is a really good business partner if you want to run either a global or regional PE/VC fund. We are impressed with Apex’s dedicated services and local connection; especially considering we are a relatively new fund, Apex is indeed doing a good job providing considerate services as well as lots of constructive advice and…

OUR AWARDS