Apex Group Ltd (Americas)

🏆 We’ve won the award for 'Editors’ Choice – Best New Fund Services Project’ at the Global Custodian Industry Awards 2025! This award highlights our commitment to delivering advanced solutions for the evolving digital assets landscape, empowering clients with secure, scalable, and forward-looking infrastructure. A huge thank you to our teams who make these achievements possible, as we continue to set the pace for fund services and digital asset administration. #ApexGroup #GlobalCustodian #IndustryAwards #Innovation #DigitalAssets #FundServices #FundAdministration #FinancialServices | Sanjay Vatsa | Christian Bullaro

📍🗺️ Simplify UCITS fund administration and unlock European capital. 🟠 Access Europe’s thriving investor base with our UCITS services: https://okt.to/OknNty Globally trusted, UCITS funds open doors to Europe’s private capital market - with €7.26T in AIF assets and 3,900+ institutional investors. But strict rules on transparency, liquidity, and risk can be complex. With our technology and complete suite of services - including middle office, corporate services, depositary, super ManCo, regulatory reporting, and compliance - you can manage your fund efficiently under one roof. 🔀 No juggling multiple providers, just a smooth, connected workflow. #ApexGroup #GatewayToEurope #UCITS #FundAdministration #CapitalRaising #AlternativeInvestments #EuropeanFunds

🏦 The wealth channel is changing the way investors access private markets. However, it plays by very different rules than the institutional world our industry was built around. Heather Zumarraga recently sat down with Ash Lawrence, President, AGF Capital Partners, to discuss why evergreen structures are gaining momentum and how the wealth channel is rewriting the rulebook. 🎬 Watch the conversation in full: https://okt.to/GiFLgN These investors need flexibility, liquidity, and simplicity, and traditional drawdown funds simply don’t fit. That’s why evergreen structures are gaining momentum. They offer a smoother experience with ongoing capital deployment and periodic liquidity, but it’s vital to remember that the underlying assets, whether real estate or private equity, are still illiquid by nature. Investors should see these allocations as long-term positions, not a quick source of cash. 📈 The key for success? Know what’s driving returns, set realistic liquidity expectations, and give your investments time to work. Listen to the full insights from Ash, in the link above. #ApexGroup #EvergreenFunds #PortfolioManagement #InvestmentManagement #Investing #WealthManagement

🌟 The Global Custodian Industry Leaders Awards are just around the corner. 🌟 We’ve been nominated for two Editors’ Choice Awards: 🏆 Best Fund Services Project - Apex Digital 3.0 🏆 Fund Services Merger / Acquisition of the Year - Apex Group and Flow These nominations highlight the innovative solutions and strategic initiatives our teams are delivering to clients around the world. We look forward to celebrating the achievements of the industry’s leaders at this special evening in New York. #ApexGroup #ApexDigital #GlobalCustodian #IndustryLeadersAwards #IndustryAwards #FundServices #DigitalTransformation #FundAdministration #FinancialServices | Sanjay Vatsa | Christian Bullaro

🌍 Join us for our webinar: SPV Frontiers: Comparing key capital markets hubs. Explore how jurisdictions like Luxembourg, Ireland, and the Cayman Islands are shaping the future of capital markets structures. Register now: https://okt.to/UTQCMI 📅 December 10, 2025 🕘 9.00am EST | 2.00pm GMT | 3.00pm CET As sponsors and arrangers seek scalable, compliant, and cost-efficient solutions, our panel will examine key considerations for issuers and investors, from regulatory frameworks to market trends and structuring advantages. The conversation will be moderated by Cornelia Wallner, with speakers: 🎙️ Frank Mausen, Partner - Avocat à la Cour, A&O Shearman 🎙️ Gary Palmer, Chief Executive, Irish Debt Securities Association 🎙️ Dylan Wiltermuth, Partner, Carey Olsen #CapitalMarkets #SPV #Ireland #Luxembourg #CaymanIslands #StructuredFinance #ApexGroup #Webinar #DebtCapitalMarkets

We’re building the rails for the future of digital finance, redefining transfer agency for a new era. ⚡ Book a consultation and discover our tailored solutions: https://okt.to/4eSNIY Our transfer agency solutions combine people, technology, and deep industry expertise to deliver seamless investor support - designed to power the future of fund administration with 𝗔𝗽𝗲𝘅 𝗚𝗿𝗮𝗽𝗵𝗶𝘁𝗲. We provide tailored services across liquid, illiquid, retail, and institutional fund structures, built on a foundation of compliance, transparency, and trust. Our transfer agency services at a glance: ✅ 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗱𝘂𝗲 𝗱𝗶𝗹𝗶𝗴𝗲𝗻𝗰𝗲 𝗮𝗻𝗱 𝗰𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲 Comprehensive AML screening and ongoing monitoring to ensure compliance across jurisdictions. 📋 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗼𝗻𝗯𝗼𝗮𝗿𝗱𝗶𝗻𝗴 𝗮𝗻𝗱 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗺𝗮𝗶𝗻𝘁𝗲𝗻𝗮𝗻𝗰𝗲 Set up and maintain investor records, shareholder registers, and static data. 💸 𝗧𝗿𝗮𝗻𝘀𝗮𝗰𝘁𝗶𝗼𝗻 𝗽𝗿𝗼𝗰𝗲𝘀𝘀𝗶𝗻𝗴 Efficient handling of subscriptions, redemptions, transfers, capital calls, and distributions. 📊 𝗥𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗮𝗻𝗱 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻 Generate tailored investor statements, notices, and reports through secure digital portals. ☁️ 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆-𝗱𝗿𝗶𝘃𝗲𝗻 𝘁𝗿𝗮𝗻𝘀𝗽𝗮𝗿𝗲𝗻𝗰𝘆 Provide 24/7 access to investor portals and data rooms for real-time information and reporting. 🏦 𝗖𝗮𝘀𝗵 𝗮𝗻𝗱 𝗮𝗰𝗰𝗼𝘂𝗻𝘁 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 Manage investor money movements, bank accounts, and daily shareholder cash activity. #ApexGroup #TransferAgency #InvestorServices #FundAdministration #DigitalFinance #AI #AML #FundSolutions | Elaine Chim, FCA | Greg Whitaker | Catherine Griffiths | Garth Smith

✨ Join us to explore the benefits and best practices of launching a fund within Europe’s €7.26 trillion investment landscape. Register for our webinar: https://okt.to/oOaDps Our expert panel will share insights on how to establish and scale a new fund in Luxembourg, Europe’s leading hub for fund distribution and cross-border structuring. 📅 November 14, 2025 🕚 11.00am - 12.00pm EST Discussion topics: 🌍 Why Europe remains a key fundraising destination 🗺️ How to market and distribute a fund across borders 🎯 Selecting the right domicile and structure 🚧 Key challenges, service provider roles, and technology considerations Meet the panel: 🌟 Peter O'Hara, Head of Sales, FundRock - Europe and UK 🌟 Renaud Oury, Chief Growth Officer, Apex Group 🌟 David Barry, Country Head of Operations - Luxembourg, Apex Group The conversation will be moderated by Regina Gannon, Global Chief Business Development Officer, Apex Group. #ApexGroup #FundRock #AlternativeInvestments #FundManagement #Luxembourg #PrivateMarkets #Webinar #FundStructuring

🇺🇸 Stay up-to-date with the U.S. regulatory landscape. Discover key updates shaping 2025 and beyond… From digital assets and AI innovation to retirement access and compliance extensions, the U.S. regulatory agenda is shifting to keep pace with innovation, technology, and investor expectations. Highlights from Q3 2025 include: ⏳ The IA AML Rule pushed back to 2028, giving investment advisers more time to prepare 📜 The GENIUS Act signed into law - marking the first national stablecoin framework in the U.S. 🏛 The White House AI Action Plan, setting a national strategy for responsible innovation 🗓️ The SEC and CFTC extending the Form PF compliance date to October 2026 🎢 New momentum to expand access to alternative assets for 401(k) investors Explore the full update below for detailed insights on how these developments will impact advisers, funds, and financial service providers across the U.S. #RegulatoryTracker #RegulatoryUpdate #ApexGroup #FinancialServices #Compliance #PrivateMarkets #USRegulation

Thinking about expanding your fund presence into Europe? 🇪🇺 Join our webinar, ‘Gateway to Europe: Setting up an Alternative Investment Fund in Luxembourg’. 🌍 Register now: https://okt.to/PmsuGt 🗓 November 14, 2025 ⏰ 11:00am - 12:00pm EST Discover why Luxembourg continues to lead as a global hub for alternative investments, offering flexible structures, cross-border opportunities, and robust regulatory frameworks. Gain insights from Peter O'Hara, Renaud Oury, and David Barry to learn how fund managers are structuring their alternative investment funds in Luxembourg. The conversation will be moderated by Regina Gannon and explore: 🔑 Why Luxembourg remains a key entry point for global fund distribution 📜 The latest updates in fund structures, regulation, and investor access 🤝 How we support managers across their European fund lifecycle #AlternativeInvestments #LuxembourgFunds #PrivateMarkets #FundManagement #ApexGroup #FundRock #Webinar

✨ Join our webinar unveiling new research by IFI Global on how U.S. GPs are expanding into Europe! 🗓️ November 10, 2025 🕚 11:00am - 12:00pm EST | 4:00pm - 5:00pm UK 🌐 Register now: https://okt.to/h3S1ix Don’t miss insights from Donald Shannon, Head of Private Credit Sales - Americas, alongside: 🎙️ Lawin Chandra, CEO, aiRaiz 🎙️ Debra Franzese, Partner, Willkie Farr & Gallagher LLP 🎙️ Daniel Strachman, CEO, A&C Advisors LLC The conversation will be moderated by Simon Osborn, CEO, IFI Global. This session will explore how leading firms are approaching: 🌍 European distribution strategies 🏛️ Fund domiciliation and structuring 🤝 Partner selection 💼 Private credit fund opportunities #ApexGroup #PrivateCredit #FundDistribution #EuropeanMarkets #AlternativeInvestments #IFIGlobal