Founding Apex
Richard founded Apex in response to a demand for specialist and independent insurance asset management expertise in the context of significant regulatory and economic change.
These changes have required insurers and asset managers alike to adapt allocations and infrastructure. The most significant change has perhaps been an increased focus on risk/reward optimisation in a negative real rate environment, which means working the assets harder, and often in more sophisticated ways, as well as ensuring costs are kept to a minimum.
Executives have extensive experience of insurance asset management. As a CFA charterholder, Richard enjoys a deep understanding of financial markets and investment management for insurance businesses, as well as asset liability management in an enterprise risk context under Solvency II.
Richard Sarsfield, CFA
Richard has extensive experience as CIO of institutional portfolios, managing investment functions of Lloyd’s of London general insurers as well as European FSA-regulated general insurance business. Experience also includes that of business development for asset managers providing solutions and suitable products to insurance companies and the wider insitutional market.
Richard is a CFA charterholder with a deep technical understanding of all asset types complementing a strong strategic perspective. CFA members are bound by the CFA Institute Code of Ethics & Standards of Professional Conduct.
Richard also has extensive M&A and corporate finance experience and holds a BSc Banking and International Finance obtained from CASS Business School.
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