Michael Cameron

Equip Super and Apex Group has announced that Equip Super has selected Apex Group as its long-term superannuation administration services partner.

Equip Super has been focused for some time on shaping a future administration ecosystem that will strengthen the fund’s strategic position and deliver an enhanced experience for members, employers and other stakeholders. As part of this work, Equip Super undertook a detailed market assessment to identify which partners were best positioned to help bring this vision to life.

“After an extensive review, we’re pleased to enter into partnership with Apex Group,” said Equip Super Chair, Michael Cameron. “Apex Group is well-positioned to support us in bringing our long-term strategy to life, and delivering the next evolution of experience for our 140,000 strong membership and their employers. This first stage will see us working closely with Apex to ensure the transition is well-executed and lays the foundation for achieving meaningful benefits for our members into the long-term.”

Following the comprehensive process, Equip Super selected Apex Group based on its strong alignment with the fund’s preferred operating model, their platform’s ability to administer Equip Super members and employers, the opportunity for digital uplift, and the scale and ambition required to support future growth and innovation.

Apex Group welcomed the partnership and the opportunity to support Equip Super’s administration transformation. “We’re pleased to partner with Equip Super as their service provider. Our combination of market‑leading technology and high‑quality support will give members and employers improved systems, smoother processes and a stronger service experience. We look forward to working with them to drive future growth and innovation,” said Peter Hughes, Founder and CEO of Apex Group.

Detailed transition planning will take place and it is expected that all members, employers and third-party partners will be fully transitioned to Apex Group’s platform by late 2027.

Equip Super is working closely with both its current administrator, Mercer, and Apex Group to ensure a smooth, well-managed transition that maintains continuity of service for members and employers throughout. The fund will continue to keep all stakeholders updated as the transition program advances.

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Operating out of Hong Kong, Vincent will spearhead Apex Digital’s regional presence, focusing on expanding the firm’s client base in Hong Kong, Singapore, and across Southeast Asia. He will lead strategic initiatives to support clients in navigating the evolving digital asset landscape, with an emphasis on secure, compliant, and innovative financial infrastructure.

In addition to his role at Apex Group, Vince serves as Senior Advisor for Capital Markets at Chainlink Labs for the Asia Pacific region and is the global co-Chair of the FIX Digital Assets & Technology Committee. His career spans both traditional finance and digital innovation, having previously held senior positions at Solidus Labs, Intercontinental Exchange (ICE), Nomura International, Newedge Group, UBS, and JPMorgan Chase in key financial centres including London, Tokyo, Hong Kong, and Singapore.

“We are delighted to welcome Vince Turcotte to Apex Group,” said Angie Walker Commercial Head for Apex Digital at Apex Group. “This appointment will support the remarkable momentum seen in the APAC region, providing critical expertise in tokenization and stablecoin markets. Following the launch of Apex Digital 3.0, we’re excited to support financial institutions in scaling on-chain. Vince’s deep experience and forward-thinking approach will be invaluable as we continue to drive digital transformation and deliver value for our clients throughout the region.”

Vince holds a Bachelor of Arts degree in English from Western Michigan University and an MBA from DePaul University in Chicago, graduating Cum Laude.

With Vince’s appointment, Apex Group reaffirms its commitment to advancing the digital assets ecosystem in Asia Pacific, empowering clients with safe, interoperable, and future-ready financial solutions.

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Nick Bradford

Global financial services provider Apex Group Ltd. has been selected to provide end-to-end fund administration services for Australian-based Exchange Traded Fund (ETF) provider, ETF Shares.

ETF Shares launched its first three US-focused ETF products in May. ETF Shares is the brainchild of co-founders David Tuckwell, Cliff Man and Arjun Shanker, and is chaired by Graham Tuckwell, who founded ETF Securities Australia, which was acquired by Mirae Asset Global Investments in 2022 and was rebranded to Global X.

Apex Group will provide custody, middle office, fund accounting and unit pricing services to ETF Shares.

Apex Group’s technology, integration, functionality and customisation capabilities will support ETF Shares’ ambitions to disrupt Australia’s concentrated ETF sector by enabling it to release products to the market sooner.

Nicholas Bradford, Apex Group Australia Country Head, said:  “We’re excited to help ETF Shares enter the market by providing infrastructure for fast decisions and quick turnarounds. Apex Group’s support will help ETF Shares build a scalable tech platform that meets both operational and regulatory requirements.”

“We’re seeing a clear trend of allocation towards ETFs in Australia, where assets under management have surpassed $180 billion. Against this backdrop of growing demand, being able to provide clients with full ETF operational support and customised solutions is increasingly valuable for providers looking to gain an edge.”

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Mutual Limited, established in 2009, is an independently owned Australian investment manager specialising in cash, credit, and fixed income. With a strong track record of performance and reliability, the firm actively selects creditworthy securities to provide safe and consistent returns. Mutual Limited focuses on managing funds for conservative investors, prudentially supervised entities, and those operating under regulated investment regimes.

Effective yesterday, Mutual Limited will transition administration for four retail products to Apex’s fund solutions platform: Mutual Cash Fund, Mutual Income Fund, Mutual Credit Fund and Mutual High Yield Fund.

The new partnership will significantly enhance the digital experience for advisers and investors. Apex’s integrated, end-to-end solution will deliver a streamlined portal offering greater visibility, faster transaction processing and improved reporting tools. Mutual Limited’s adviser network will benefit from deeper integration with platforms and systems, helping them to better serve their clients with timely, accessible information.

The move also provides Mutual Limited with access to scalable, future-ready technology to support its continued growth and evolving product suite.

Thomas O’Neill, Business Development Director at Apex Group said: “Apex Group prides itself on its market-leading commitment to using technology to deliver improved results and experiences to investment managers and their investors alike. Being appointed as administrator for Mutual Limited is further evidence of our commitment to the market and ability to support managers with their digital transformation and added product functionality that enables future growth.”

Wayne Buckingham, Managing Director at Mutual Limited said: “Partnering with Apex allows us to further enhance the experience we provide to both investors and advisers. In an environment of ongoing market volatility, investors are increasingly seeking safe and consistent investment options. Mutual Limited’s focus on high-quality, creditworthy securities, coupled with Apex’s modern digital infrastructure ensures we can continue to deliver the reliable outcomes our clients expect, while offering greater accessibility and service efficiency.”

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Andrew Peterson

Apex Group Australia has announced it has been awarded the $7 billion Diversa Trustees Limited Superannuation master trust business.

Apex Group has been appointed as the administration partner for Diversa funds on a long-term agreement after winning a competitive tender process.

The client win comes after Apex Group Australia’s acquisition of the Iress superannuation business in January, as well as sustained success of Apex Group in the superannuation sector, and proven delivery of transition work over the last two years.

The Diversa Trustees business will be delivered and managed via the Apex Superannuation technology stack, including Apex Group’s market-leading Acurity platform, which it expects to take over following the successful completion of the Iress purchase in the second quarter of this year.

Nicholas Happell, Regional Managing Director – Asia Pacific at Apex Group, said: “Being selected by Diversa further reinforces the strength of our superannuation offering in Australia. We have invested a lot of time and focus on our superannuation business over the past 24 months and this partnership is testament to our capabilities in this space. Our local team is proud of this new partnership and committed to delivering the highest level of service to Diversa, in turn enhancing the value it delivers to its own customers.”

Diversa CEO Andrew Peterson said: “Apex Group has a track record of outstanding delivery in Australia, particularly in recent times. Apex Group’s ability to deliver an unbundled service is of particular benefit, and we see real potential to leverage off Apex Group’s robust technology platform and integration capability, supporting our promoter stakeholders and unlocking scale and efficiencies and achieving better results for our clients.”

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Nick Happell

Specialist data and technology services provider Novigi has been appointed as the superannuation data and technology platform partner by Apex Group Ltd (Apex Group), the global financial services provider.

The appointment sees Novigi take on the data and administration technology function for Apex Group’s Australian Superannuation business (Apex Super). It builds on prior collaboration between Apex Group and Novigi and combines expertise and resources to deliver a scaled platform for current and future clients.

The Novigi and Apex Group shared history, marked by significant recent new client onboarding, has enabled continued collaboration and a natural build on prior success, strategically leveraging Novigi’s strong regional superannuation expertise with the global fund administration capabilities of Apex Group.

“As the Australian and New Zealand superannuation and wealth sectors continue to experience robust growth, there is an escalating demand for digitised and cost-effective fund administration services,” said Novigi Chief Executive Officer Ash Priest.

“This deal with Apex Group enables us to combine our complementary strengths to not only deliver for a significant portion of this high-growth sector, but also expand our market footprint as we continue a trajectory of scale.”

Earlier this year, Novigi announced the acquisition of QMV Solutions, which included market-leading data quality software, Investigate DQ, and marked a pivotal next phase of accelerated growth for the business.

“As we continue to pursue our growth targets, we are well-placed to scale alongside the industry, in particular by leveraging our robust data and technology platform managed services capabilities. This partnership aligns firmly with that objective,” Priest continued.​

“With the unique advantage of being fully operational immediately, this collaboration further boosts our capacity for sustainable and organic growth as a trusted data and technology partner to the industry.

“We are delighted to welcome the Apex Super technology team to our operations,” Priest concluded.

Nick Happell, Regional Managing Director, Asia Pacific of Apex Group commented: “This agreement with Novigi is a great outcome for our Apex Super technology team as well as our clients. Apex Group and Novigi have proven success in collaboration, and we are delighted to extend our relationship as an opportunity to deliver meaningful value to market.”

“Importantly, this is further evidence of the position of our funds administration offering as a leading provider in the local Australian market. In particular, there is significant opportunity in the global pensions market to provide innovative, tech-enabled administration services. Establishing this model with Novigi is a powerful step in creating the capacity and capability to scale and service this growing need.”

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Peter Hughes

Apex Group Ltd. (“Apex Group” or “The Group”), a global financial services provider, has announced its agreement to acquire AXESS Accounting Office (“AXESS”), a leading provider of Corporate Services to the Japanese market.

AXESS supports over 300 domestic and international clients with a full suite of Corporate Services, including Tax Compliance and Tax Advisory. Today’s announcement follows Apex Group’s longstanding partnership with AXESS to service Real Estate and Private Equity clients in Japan.

Following completion of the acquisition, the AXESS team of 30 local tax experts will join Apex Group, which is led in Japan by Country Head, Mark Bennett. Apex Group entered the Japanese market in 2022 with the acquisition of Sanne Group and delivers an expansive range of Financial and Corporate Services in the region to asset managers, corporates, financial institutions, private clients and family offices via an existing network of regional offices in China, Hong Kong, and Singapore.

Apex Group’s existing Corporate and Business Services, including US, UK, Australian and Luxembourg Tax Services, are differentiated in the market by offering clients a choice of fintech and data-enabled solutions to achieve greater efficiency, scalability and flexibility in their operations. Through this acquisition, AXESS’ clients will now benefit from the efficiency of Apex Group’s single-source solution, including access to a broad range of services including Digital Banking, Depositary, Custody, Fund Raising Services, and pioneering ESG Ratings and Advisory Solutions, offered globally and delivered locally.

This acquisition follows Apex Group’s recent announcement of the planned acquisition of global proptech and technology provider Retransform, as the business continues to strengthen its service and technology offering to deliver innovative solutions in new way for Real Estate clients.

Peter Hughes, Founder and CEO of Apex Group comments: “Having worked closely with AXESS to offer complementary local services to our Japanese clients, we are delighted to add to our existing presence in Japan. We see the continued growth of Japan’s Real Estate and Private Markets, and relatively low levels of outsourcing, as a compelling strategic growth opportunity for our business. The addition of the AXESS team will supplement our strong organic growth story in the broader Asia-Pacific region, as we deliver exceptional, locally embedded solutions to our clients. We look forward to welcoming AXESS’ talented employees and valued clients to Apex Group in Japan, and to provide them with powerful, technology-enabled tools to drive their growth.”

Masanori Sakaguchi, President and CEO of AXESS Accounting Office further comments: “We are proud of the business we have built over the last two decades, focused on delivering exceptional client service and driven by an entrepreneurial spirit. We are confident that the acquisition of AXESS by Apex Group will benefit our clients through the provision of new and global solutions to enable their continued success. Peter and the team share our high standards of client service and we are committed to ensuring a seamless transition.”

The planned acquisition of AXESS is subject to customary closing conditions. Financial terms of the transaction are not disclosed.

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Nick Bradford

Apex Group Ltd. (“Apex Group” or “The Group”), a global financial services provider, has announced its appointment by Hamilton12 to support the launch of their Australian Shares Income Fund.

Hamilton12 focuses on creating systematic, rules-based investment strategies designed to help investors achieve positive risk-adjusted returns at a lower cost. The Hamilton12 Australian Shares Income Fund, launching in March 2023, aims to generate long-term after-tax returns for Australian resident investors in excess of the Benchmark after fees, including an annual gross dividend yield (including franking) that exceeds the gross dividend yield of the Benchmark.

The Fund uses the same systematic, rules-based approach as the Hamilton12 Australian Diversified Yield Index that allocates the portfolio towards Securities offering high franked dividend yield and aims to mitigate risk by ensuring the Fund is diversified across industry sectors.

Apex Group has been appointed to provide Fund Administration, Transfer Agency and Custody services, with K2 Asset Management Ltd acting as trustee to the fund.

Fund administration is at the core of Apex Group’s single-source solution, delivering timely, accurate and independent services, underpinned by market leading technology platforms. According to a recent Total Economic Impact (TEI) report by Forrester Consulting, clients of Apex Group’s single-source solution achieve, on average, cost benefits of $5.39m, with a net present value of $2.75m over a three-year period.

This appointment follows Apex Group’s continued growth in Australia and New Zealand, including the strategic acquisitions of Mainstream Group and MMC in 2022, and new client wins including Yarra Capital Management, Capital Prudential, Foord Asset Management, Octopus Investments Australia, Perennial Partners and New Forests.

Nick Bradford, Head of Business Development, Australia and New Zealand at Apex Group comments: “Following the integration of Apex Group’s acquisitions in Australia, we have continued to see strong client demand in the first quarter of 2023, for our expanded suite of services, driving our organic growth in the region. We are proud to be supporting the launch of Hamilton12’s new Australian Shares Income Fund through our consultative approach and provision of flexible solutions. Hamilton12’s appointment of Apex Group for fund administration, transfer agency and custody services is yet further recognition of the compelling benefits and efficiencies of our singlesource model.”

Richard McDougall, Managing Director and Co-Founderof Hamilton12 further comments:“We are pleased to be working with Apex Group to offer to wholesale and sophisticated Australian resident investors our after-tax focused systematic investment strategy through the Hamilton12 Australian Shares Income Fund. Apex Group’s single-source solution means that we can access all the fund administration and custody services via one contract, delivered by an experienced local team. We have been impressed with their advice and adaptability in bringing our fund to market, and are confident in their ability to offer scalable solutions as we grow.”

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Yarra Capital Management is one of Australia’s largest independently owned, active fund managers, offering investors access to style-neutral equities, value equities, fixed income and multi-asset products.

The Yarra Private Capital Discovery Fund provides investors with access to a diversified portfolio of holdings in high growth potential, unlisted companies that have an intention to go public or conduct a sales process within a three-year time horizon. The Fund benefits from the governance, research, investment and capital markets expertise of Yarra’s Australian equities investment team and leverages the experience of its analysts, industry experts and board of advisors.

Apex Group has been appointed to provide Fund Administration, Transfer Agency and Custody services, for the closed-ended vehicle.

Fund administration is at the core of Apex’s single-source solution, delivering timely, accurate and independent services, underpinned by market leading technology platforms. According to a recent Total Economic Impact (TEI) report by Forrester Consulting, clients of Apex Group’s single-source solution achieve, on average, cost benefits of $5.39m, with a net present value of $2.75m over a three-year period.

This appointment follows Apex Group’s continued growth in Australia and New Zealand, including the strategic acquisitions of Mainstream Group and MMC, and new client wins including Capital Prudential, Foord Asset Management, Octopus Investments Australia, Perennial Partners and New Forests.

Tom O’Neill, Head of Client Relationship Management, Australia at Apex Group comments: “In Australia and globally, there has been a substantial increase in the number of fast growing, profitable unlisted companies raising late-stage equity prior to listing on public markets. We are excited to partner with Yarra Capital who will benefit from our single-source solution encompassing fund administration, transfer agency and custody services for the newly launched Yarra Private Capital Discovery Fund.”

David Acton, Portfolio Manager of the Yarra Private Capital Discovery Fund further adds: “With IPO markets effectively closed, and businesses staying private for longer, we are well positioned to invest in high-quality private businesses that require patient capital to help achieve their growth ambitions at a crucial stage in their development. We are delighted to appoint Apex Group, whose single-source solution delivers significant cost and resource efficiency – allowing us to focus on researching, identifying and investing in this exciting, high growth segment of the market.”

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Andrea Gallenca

Apex Group Ltd. (“Apex Group” or “The Group”), a global financial services provider has announced its appointment by Capital Prudential Manager Pty Ltd (“Capital Prudential”) to support the Capital Prudential Real Estate Master Trust.

Capital Prudential is a leading non-bank financial institution, offering attractive returns from pooled investment in diversified property developments delivered entirely as regular predictable income streams. Apex Group has been appointed to provide Fund Administration, Loan Administration and Compliance Services, to supplement Capital Prudential’s centralised risk management, treasury and settlements function to ensure that investors benefit from best-in-class risk management.

Fund administration is at the core of Apex’s single-source solution, delivering timely, accurate and independent services, underpinned by market leading technology platforms. According to a recent Total Economic Impact (TEI) report by Forrester Consulting, clients of Apex Group’s single-source solution achieve, on average, cost benefits of $5.39m, with a net present value of $2.75m over a three-year period. Apex Group’s Loan Administration offering is seamlessly integrated with Fund Administration services and technology platforms, to deliver cohesive end-to-end solution.

Alongside fund and loan administration support, Apex Group will also deliver tech-enabled compliance solutions to meet their operational and regulatory obligations. Apex Group’s Global Compliance Solutions team, which has recently expanded in Singapore,  works closely with the Group’s Corporate Solutions experts to combine regulatory compliance with back office, bookkeeping and entity formation services, ensuring a seamless solution for clients, from licensing to full launch and ongoing support to businesses.

This appointment follows Apex Group’s continued growth in Australia and New Zealand, including the strategic acquisitions of Mainstream Group and MMC, and new client wins including Foord Asset Management, Octopus Investments Australia, Perennial Partners and New Forests.

Andrea Gallenca, Head of Private Market Sales, Australia at Apex Group comments: “We are excited to be working with Capital Prudential through the provision of locally delivered fund and loan administration as well as compliance services. Our integrated solutions will enable Capital Prudential’s experienced team to focus their attention on generating stable fixed income returns from diversified property development portfolios whilst maintaining a deep focus on capital preservation and risk management.”

Sam Moore, Managing Director, Capital Prudential Funds Management further adds: “We appointed Apex Group as their agile, global single-source solution delivers efficiency, tailored to our fund and loan administration, as well as compliance needs, through one convenient relationship. We look forward to working together deliver the highest levels of governance and operational efficiency, for the benefit of our investors.”

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