Wealth intelligence provider, 1fs Wealth, has announced a partnership with, Apex Group, a financial services company, that will see the group’s clients benefiting from the digital wealth management solutions.
Based in London, 1fs Wealth’s AI-powered platform enables wealth owners to consolidate their assets, “control risk, manage ownership and derive insights around their portfolio through the efficient use of data.”
The company’s client base includes wealth owners and family offices, who particularly value the platform’s “ability to support succession planning.”
Apex Group is a provider of financial services with over 13,000 employees globally.
Its clients include family offices, business owners, entrepreneurs, c-suite executives, asset managers and next generation heirs.
Via the partnership, Apex Group clients will have access to 1fs Wealth’s digital infrastructure, which has the potential to “help cut operating costs, enhance general governance and provide comprehensive business insights.”
One core area of focus being the platform’s ability to “support the management and transfer of assets.”
Peter Hughes, founder and CEO at Apex Group, said they are pleased to announce this partnership with 1fs Wealth, which complements existing single¬-source solution and builds on “commitment to provide innovative, best in class solutions for our customers.”
Hughes added that the collaboration will allow their clients to use technology that enables “cost reduction, improved risk management and value creation through operational improvement and business performance.”
Bobby Console-Verma, CEO, 1fs Wealth, added that their partnership with Apex Group, a respected firm in the field of financial services, represents a significant step forward in bringing their “AI-driven wealth intelligence capabilities to wealth owners across the world.”
Existing investors and clients include global family offices, US venture capital firms and individuals.
Apex Group is dedicated to driving positive change in financial services while supporting the growth of “asset managers, allocators, financial institutions, and family offices.”
Apex Group sets the pace in fund and asset servicing and stands out for its unique single-source solution and “unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.”
Apex Group offers services including the following: capital raising, business and corporate management, fund and investor administration, portfolio and investment administration, ESG, capital markets and transactions support.
These services are tailored to each client and are “delivered both at the Group level and via specialist subsidiary brands.”
The Apex Foundation, a not-for-profit entity, is the Group’s commitment to empower “sustainable change.”
