Insights |

29 July 2022

The Global Minimum Corporation Tax Rate: an Apex Group Guide to The Largest International Tax Reform in History

Speaking at the World Economic Forum in Davos on May 29, 2022, Organisation for Economic Co-operation and Development (“OECD”) Director-General Mathias Cormann said there were “difficult discussions under way” and that the landmark agreement on a global minimum corporation tax rate would now come into effect from 2024 at the earliest.

Blog

23 June 2022

Can a business intelligence strategy add value to your company?

Many companies are not getting the most value from their data; it is often difficult to locate, extract, manipulate and represent visually. However, being able to use data effectively is crucial for businesses to stay competitive in today’s data-driven world.

Blog

14 June 2022

Scaling up in private markets: The quantifiable benefits of using a trusted partner

The Private Equity market continues to go from strength to strength, challenging firms to keep pace while controlling costs.

Blog

10 June 2022

Apex goes for gold: our partnership with Bermuda’s greatest athlete

We recently announced the signing of a three-year partnership with Flora Duffy, DBE, Olympic and World-Champion Triathlete, providing her with sponsorship and sustainability support in the crucial run up to the Paris 2024 Olympics.

Blog

08 June 2022

Riding the ESG debt wave and what it means for investors

As ESG has taken centre stage in investment processes, the industry has responded with a wave of innovation. This has included a surge in ESG debt issuance. According to research from Bank of America, the first half of 2021 saw $250bn of these bonds being issued – outstripping the $200bn issued in the whole of the preceding year.

Regulatory Tracker

24 May 2022

Update: SEC proposes new rules for private fund advisers

On February 9, 2022, the Securities and Exchange Commission (“SEC”) proposed a series of new rules under the Investment Advisers Act of 1940, as amended (“Advisers Act”) that would impose significant new regulatory requirements, obligations, and restrictions on private fund advisers.

News

23 May 2022

Apex Group to provide single-source solution for Greater Share

Apex Group Ltd. (“Apex” or “The Group”), a global financial services provider, today announces that it will provide its single-source solution, on a pro-bono basis, to Greater Share, an innovative philanthropic investment platform working to close the education gap and enact measurable change on children’s lives across the globe.

Regulatory Tracker

16 May 2022

EU Commission issues request to ESAs to revisit the regulatory framework of the SFDR specifically in relation to Principal Adverse Indicators (“PAI”)

The EU Commission decided to bundle all 13 draft regulatory technical standards in a single delegated regulation and defer the date of application of the act to January 1, 2023. The Commission adopted the SFDR Delegated Regulation on April 6, 2022 and now requires amendments to be made to the Delegated Regulation based on new regulatory technical standards.

Blog

12 May 2022

Overcoming evolving operational challenges

In the latest Future of Private Equity report by Private Equity International, Aman Bahel, Global Head of Business Development at Apex Group, David Ries, Head of Private Equity Solutions, Americas at Apex Group, and Kartik Shah, Head of Private Equity Product Europe, at Apex Group, discuss the evolving operational challenges managers face in today’s marketplace and how to overcome them. As strategies and fund structures become more sophisticated, service providers must step up to support managers’ increasingly complex needs.

Blog

10 May 2022

FS Disruptor Forum: Equity for Women in Financial Services

Financial services has made major strides in investing in technology in recent years, transforming the way the sector operates and creating efficiencies. But is the industry neglecting to maximise the use of another key resource – its female workforce?

Regulatory Tracker

09 May 2022

Bermuda Compliance and Regulatory Updates – April 2022

We have compiled a list of the latest compliance and regulatory updates that were announced or took effect that affected Bermuda in April 2022.

Blog

09 May 2022

Reasons to consider an Escrow account that you might not have thought about

A busy 2021 for corporate activity saw it dubbed ‘the year of M&A’. According to Refinitiv, over 63,000 mergers & acquisitions took place in deals worth more than $5.9trn and high levels of corporate activity have continued into this year, with more than $1trn worth of M&A deals during the first quarter of the year.