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LeoGroup acquires Apex Wealth Services

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Wealth management firm The Leo Group has closed on the acquisition of the investment reporting and administrative services businesses of Apex Wealth Services (Apex).

Apex provides comprehensive wealth reporting and related administrative services for affluent investors with complex portfolios. 

"Our shared vision for how to best serve the unique needs of the ultra-high net worth marketplace makes LeoGroup the perfect platform to accelerate the expansion of our combined franchise and it greatly increases the investment capital at our disposal to deploy into the latest innovations in servicing our rapidly expanding client base," says Christopher Turner, Apex's founding member, and now a Managing Director of LeoGroup.

"Chris Turner and his colleagues have a distinguished 25 year record of intense dedication to this vitally important segment of the wealth management market, which will enable us to grow and better serve our clients," says Matt Allain, CEO of LeoGroup. 

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