Bringing you live news and features since 2006 

LeoGroup acquires Apex Wealth Services


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. 

Latest News

News came last night from the US that the SEC has approved CBOE’s proposal to list and trade VanEck’s spot..
Irish domiciled funds surpassed EUR4.3 trillion AuM (Assets under Management) at end-March 2024, a 15 per cent increase in net..
European white label ETF platform, HANetf, has announced its total assets under management (AUM) has now exceeded USD4.31 billion...
New research from European ETF provider Tabula Investment Management shows investors are expecting improvements in ESG from the gold mining..

Related Articles

Timothy Rotolo, Range Funds
In 2023, Timothy Rotolo launched his business, Range Fund Holdings, the parent company for Range Indices and Range ETFs, followed...
Dan Miller, IQ-EQ
With just over a week to go till T+1 settlement begins in North America, Canada and Mexico, time is of...
Emily Spurling, Nasdaq
Last October’s ETF Express US Awards 2023 found Nasdaq winning Best Index Provider – ESG ETFs and Best Index Provider...
Vinit Srivistava, MerQube
Index provider, MerQube, launched in 2019, with the aim of providing a “technology-driven answer to the most complex, rules-based investment...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by