Apex Insurance & Pension Solutions

Specialist Insurance Asset Management Expertise

Independent expertise for insurers and the asset managers who serve them. Bringing clarity to complex institutional mandates.

Request a Consultation
apartment

For Insurance CIOs

Outsourced investment office capabilities, ALM integration, capital optimisation, and regulatory support. Navigating Solvency II, NAIC standards, and the complex balance of yield and capital efficiency.

Learn more →
trending_up

For Asset Managers

Institutional positioning, product fit assessment, and distribution strategy. Position your firm to win mandates with insurer and pension investors. Strategic support aligned to institutional buyer requirements.

Learn more →
Core Capabilities

Institutional Precision

Outsourced Investment Office

Full-scale support for internal teams, providing additional expertise and capacity across asset allocation, governance and monitoring.

Cash Optimisation

Strategic liquidity management designed to maximise yield while maintaining rigorous safety parameters.

Asset Liability Management

Analysis and alignment of asset cash flows, duration and risk with insurance liabilities.

Manager Selection

Unbiased due diligence and selection of third-party managers aligned with specific insurance mandates.

Regulatory Support

Expert navigation of Solvency II, IFRS 17, and local regulatory capital requirements.

ESG Integration

Practical frameworks for embedding sustainability into institutional investment policies.

format_quote

“Independence is our greatest asset. By maintaining a singular focus on our client’s perspective, we can deliver practical, direct experience that standard consultancies often overlook.”

Direct Experience

Practitioners who have held senior roles within major insurance institutions.

Insurer Perspective

We understand the constraints of capital, regulation, and liquidity at a granular level.

Total Independence

No proprietary products. No hidden agendas. Just objective institutional support.

Track Record

25+ Years of Institutional Investment Experience

View All Insights
Swipearrow_forward
Liquidity & Cash Optimisation for Lloyd’s insurers
Liquidity Strategy

Liquidity & Cash Optimisation for Lloyd’s insurers

Asset Allocation Review and Reallocation
Asset Allocation

Asset Allocation Review and Reallocation

Investment Governance Framework Strengthening
Governance

Investment Governance Framework Strengthening

Richard Sarsfield, CFA — Managing Director & Founder

Richard Sarsfield, CFA

Managing Director & Founder

LinkedIn →
Institutional Credibility

Built on more than 25 years of insurer and asset-management experience.

Richard brings more than 25 years of institutional investment experience, including over 20 years in asset management, having led investment functions for major global insurers.

A CFA Charterholder with a focus on institutional risk and capital efficiency, Richard founded Apex IPS to bridge the gap between technical asset management and the unique regulatory requirements of the insurance sector.

25+
Years Exp.
CFA
Institute
20+ Years
Asset Mgmt

Let’s discuss your strategic requirements.

Whether you are an insurer seeking independent oversight or an asset manager looking to refine your institutional offering, we provide the specialist expertise required.

Request a Consultation