About Apex

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

"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 efficient fund administration solutions to meet the needs of our clients; employ experienced and talented personnel with knowledge of local cultures and markets; and provide superior fund accounting and technology in an effort to be the best independent fund administration business in the industry.

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 600 staff based in 24 jurisdictions globally and administers $50bn 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 and CEO, 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

 

 

"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., Deputy CEO 

 

Anthony O'Driscoll, Chief Operating Officer, Apex fund Services

"Apex delivers a really distinctive service to its clients. Through continually evolving and adding to our product suite the Apex Group is able to deliver solutions spanning the full value chain of a fund. The way in which Apex operates means that its global infrastructure can be utilized by clients to distribute their investment management strategies through any channel, anywhere in the world. Understanding the day-to-day requirements of each unique asset manager, alongside the wider impact of market change on their businesses overall, is what fosters longevity in relationships and forms real trust in our ability to service and support our clients."

Anthony O'Driscoll, Chief Operating Officer

 

"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 guidance."

Ben Li 李斌 , CFO - Linear Venture (2017)

 

"For a first time independent platform like ours, Apex was very flexible, patient and an excellent partner who not only helped launch our fund, but also assisted in seamlessly executing our first few transactions in Asia Pacific. Their processes, protocols and attention to detail helped our fund establish sound systems and procedures to ensure complete transparency and end-to-end comprehensive operations".

Sudheer Kuppam, Managing Partner - Epsilon Venture Partners (2017)

 

“The Pantera Fund (the “Fund”) has engaged the services of Apex since the Fund’s inception in September 2013. Apex has done a splendid job in providing full administrative support services to the Fund, including investor subscriptions, monthly NAV calculation, and regulatory compliance. We are extremely satisfied with the quality of Apex’s service and the Apex team, which are second to none. Moreover we found Apex to be extremely flexible and competitive on pricing. We look forward to maintaining this invaluable relationship with Apex.” 

Ali M. Al-Daftari , Founder and CEO, Pantera Fund (2016)

 

“We have worked with Apex for a number of years and throughout this time have found their team to be professional, dedicated and always willing to help. As regulations become ever increasing, they have helped ease the burden by providing full services to help us meet our regulatory obligations in multiple jurisdictions. Apex have been able to fully support our changing needs as our business grows and furthermore, we see that they are continually looking to enhance their service offering to keep abreast of market developments.”

Brigitte Chan, Chief Operating Officer, Symphony Financial Partners (2015) 

 

"Apex as an administration provider shows us excellent performance in services with their high expertize and reliable support".

Kentaro Wantanabe, Milestone Asset Management Co. Ltd. (2015)

 

"I have worked with Apex Isle of Man for a few years now and they continually impress me with their proactive, sensible, knowledgeable and commercial approach to Fund Administration. Though I know we are one of many Clients, they are so well-resourced and efficient I fee like we are the only Company they work with. Superior to any other Administrator I have worked with."

Oliver Harris, Montreux Capital Management (2015)