Track Record
View All Insights25 Years of Experience in Insurance Asset Management
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Liquidity & Cash Optimisation for Lloyds Insurers
Asset Allocation Review and Reallocation
Independent expertise for insurers and the asset managers who serve them. Bringing clarity to complex institutional mandates.
Discuss your requirementsOutsourced 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 →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 →Full-scale support for internal teams, providing specialised continuity in asset allocation and monitoring.
Strategic liquidity management designed to maximise yield while maintaining rigorous safety parameters.
Precise matching of asset durations and risk profiles against insurance liability benchmarks.
Unbiased due diligence and selection of third-party managers aligned with specific insurance mandates.
Expert navigation of Solvency II, IFRS 17, and local regulatory capital requirements.
Practical frameworks for embedding sustainability into institutional investment policies.
Practitioners who have held senior roles within major insurance institutions.
We understand the constraints of capital, regulation, and liquidity at a granular level.
No proprietary products. No hidden agendas. Just objective institutional support.
Richard brings over 25 years of specialised experience in insurance 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.
Whether you are an insurer seeking independent oversight or an asset manager looking to refine your institutional offering, we provide the specialist expertise required.