Apex Group’s combined Advisory & Capital Raising solution encompasses existing sub-brands including:
- The Group’s fund distribution offering including FundRock Distribution’s MIFID EU cross-border services offering clients a more flexible and economical route to market;
- Recently acquired digital retail investment platform InvestNow;
- Digital marketing platform and outsourced marketing services provider, Profilir ; and
- Context365, an established global provider of technology and events that connects alternative asset class investors with high quality asset managers.
This strategic development reinforces Apex Group’s mission to disrupt the industry through delivering frictionless, innovative and digital capital raising solutions for investors. Based in London, Dan will be responsible for driving the growth of Apex Group’s Advisory and Capital Raising Services to become the largest open architecture business of its kind.
Dan is a senior advisory professional with more than 24 years of experience in the capital markets, focussed on advising international banks, asset managers, single and multi-family offices and a broad variety of funds who manage, and invest in, alternative assets. Most recently, Dan was Head of Asset Management Advisory at KPMG Ireland, focused on the development of the advisory practice serving those who manage and invest in alternative investments.
Previously Dan held roles at Deutsche Bank and Goldman Sachs and he was also Managing Director of Swiss-based Bedrock RealTime, part of the Swiss Asset Management Group, Bedrock.
Peter Hughes, Founder and CEO of Apex Group comments: “We are delighted to begin 2023 with the launch of our combined Advisory & Capital Raising unit, spearheaded by Dan. By bringing our advisory and capital raising solutions together, we are simplifying the message to the market and integrating our acquired services and products under a connected offering to enhance client experience and understanding of our single-source solution. Dan has worked on both sides of the investor coin; as such, he is well placed to understand the pressures that both new and existing managers face throughout the full lifecycle of raising and deploying capital.”
Dan Page, Global Head of Product - Advisory and Capital Raising Solutions, at Apex Group adds: “Having worked closely with Peter and his team for the last 16 years in a variety of capacities I am excited by the opportunity to build on the existing component parts in the Group to create one effective entity and approach for the whole global alternative assets ecosystem. Raising capital is at the forefront of every client’s mind. Establishing ACR uniquely positions Apex Group to deliver centralised strategy and the global marketplace to its clients. We have both the toolkit and the ambition to deliver a truly unique advisory led solution to the global capital raising question.”
About Apex Group
Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With over 80 offices in 40 countries worldwide and more than 10,000 employees upon the close of announced acquisitions, Apex Group delivers an expansive range of services to asset managers, financial institutions, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fund services, digital onboarding and bank accounts, depositary, custody, super ManCo services, corporate services including HR and Payroll and a pioneering ESG Ratings and Advisory solution. Apex Group’s purpose is to be more than just a financial services provider and is committed to driving positive change to address three core areas; the Environment and Climate Change, Women’s Empowerment and Economic Independence, Education and Social Mobility.