For Insurance CIOs
Support with asset allocation, liquidity, asset-liability management and investment governance. Available for individual projects or ongoing work.
Insurer services
Apex Insurance & Pension Solutions
Specialist insurance
investment expertise.
Apex IPS supports insurers with investment strategy, liquidity and governance, and helps asset managers meet insurer and pension investor requirements.
Request a consultationFor Asset Managers
Product assessment, distribution strategy and due diligence preparation for asset managers seeking insurer and pension mandates.
Asset manager servicesServices
How we can help
Investment office support
Research, analysis and monitoring to supplement your investment team.
Cash optimisation
Review cash requirements, liquidity tiers and investment horizons.
Asset-liability management
Analyse asset cash flows, duration and risk against insurance liabilities.
Manager selection
Research managers, assess mandates and support investment due diligence.
Regulatory support
Assess how regulatory capital and reporting requirements affect investment portfolios.
ESG integration
Review investment policies and reporting against your sustainability requirements.
How we work
Independent investment support
Apex IPS does not manage client assets or offer its own investment products. We provide analysis and project support to insurers and asset managers.
About Apex IPS
Case studies
Selected project experience
LIQUIDITY STRATEGYLiquidity & cash optimisation
Review of an insurer's cash management arrangements and development of a tiered liquidity structure.
ASSET ALLOCATIONAsset allocation review
Strategic asset allocation modelling during a transition to Solvency II.
GOVERNANCEInvestment governance review
Review of investment policies, committee responsibilities and oversight.
About the founder
More than 25 years of
investment experience
Richard has led investment functions for major global insurers. His career includes more than 20 years in asset management.
He founded Apex IPS to support investment teams and asset managers with analysis, governance and institutional market work.
Meet RichardDiscuss a project
Email Richard with your requirements and timescale.