This strategic acquisition adds US$19 billion of AuA to the Apex Group platform.Īpex Group is one of the largest asset management service providers in the world delivering a unique single-source solution of the full value chain for its clients, including digital onboarding and bank accounts, depositary, custody, super ManCo services, corporate services (including human resources and payroll), and a pioneering environmental, social and governance (“ESG”) ratings and advisory solution.

The Acquisition will not impact any of the Efficient Wealth, Risk and Investment clients.Ĭreated in 2013, BCI provides an extensive range of management company services with a core business focus on third-party branded portfolios (“ManCo services”).īIP is an independent investment management and consulting firm that specialises in the provision of multi-manager and consulting services to a large number of leading South African independent financial advisors, and their retail and institutional clients. Efficient is the holding company of Boutique Collective Investments (RF) (Pty) Ltd (“BCI”) and Boutique Investment Partners (Pty) Ltd (“BIP”) and following the completion of the acquisition, Efficient Group (Pty) Ltd will be rebranded under the Apex Group banner.

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