Other services

Gain independent insights into the quality of the service received from your vendors

Improve commercial terms by negotiating with full transparency of market pricing

Easily demonstrate a proven due diligence process to monitor and improve services

Comprehensive oversight of your custodian service

Client-centric approach

Advisory services to asset management firms

We provide bespoke business reviews for asset management firms, bringing to bear our experience over many years of the particular issues and challenges involved in presenting alternative and private markets offerings to institutional investors. Our clients are able to refine their offerings and how they communicate these following our deep-dive consulting assignments for them.

Portfolio monitoring and measurement

You can benefit from simple and flexible portfolio performance and risk monitoring services, based on the provision of an independent and objective investment reporting framework.

These services entail portfolio performance, risk, liquidity, and fee analysis, while using industry-leading fintech to provide efficient and ‘fit-for-purpose’ analysis with high quality, custom-made reports, tailored to your requirements.

Our monitoring can be tailored to any periodicity and asset class. In addition, reporting can be tailored to compare performance and risk against a wide range of benchmarks.

Stay informed with Apex Group

If you would like to get in touch, please complete our enquiry form and a member of our team will get back to you.