Apex can support asset managers in providing an insurance market solution that is positioned appropriately and delivered proficiently.

Our candid, insurer-perspective has proved invaluable to asset managers, and can be customised to suit across a broad range of product, solutions and infrastructure requirements.

Asset managers may add value through our appraising of your firm’s presentational materials, product or positioning, in the context of insurance business types and geographic regions. Beyond firm-dependent considerations, we can support you in assessing the impact of economic, market, and regulatory change.

Apex can also provide suitable materials or tuition for your sales or portfolio management teams in many areas of insurance asset management, including for example, the implications of Solvency II regulation.

Absence of conflict is paramount. As a CFA charterholder, Richard remains bound by the CFA Institute Code of Ethics & Standards of Professional Conduct.

You can review some of the activities Apex can support here.

contact@apexips.com