Apex Group Ltd’s Post

🌟 Welcoming our new Global Head of Transformation, Don Yeisley! 🌟 Discover how Don will lead client-driven technology and business processes: https://okt.to/McDEqK With Don at the helm of our delivery and improvement team, we’re stronger than ever in our commitment to transform the financial services industry by driving growth with technology and people at its core. ☝️ Click the link above to learn more about Don's experience, hear his thoughts on his appointment, and read commentary from our Chief Client Delivery Officer, Christopher Mulhern. #ApexGroup #WeAreApex #FinancialServices #NewAppointment #AppointmentAnnouncement

🌟 Welcoming our new Global Head of Transformation, Don Yeisley! 🌟 Discover how Don will lead client-driven technology and business processes: https://okt.to/7yeMN0 With Don at the helm of our delivery and improvement team, we’re stronger than ever in our commitment to transform the financial services industry by driving growth with technology and people at its core. ☝️ Click the link above to learn more about Don's experience, hear his thoughts on his appointment, and read commentary from our Chief Client Delivery Officer, Christopher Mulhern. #ApexGroup #WeAreApex #FinancialServices #NewAppointment #AppointmentAnnouncement

🌟 Welcoming our new Global Head of Transformation, Don Yeisley! 🌟 Discover how Don will lead client-driven technology and business processes: https://okt.to/oyHEWI With Don at the helm of our delivery and improvement team, we’re stronger than ever in our commitment to transform the financial services industry by driving growth with technology and people at its core. ☝️ Click the link above to learn more about Don's experience, hear his thoughts on his appointment, and read commentary from our Chief Client Delivery Officer, Christopher Mulhern. #ApexGroup #WeAreApex #FinancialServices #NewAppointment #AppointmentAnnouncement

No more traditional hurdles! Work.software is ushering in a new era of capital raising. Our platform empowers with efficiency and innovation. Teaming up with PGD Capital, unlock your potential by completing our quick assessment form at https://lnkd.in/eJGeZHyQ. #FutureofFundraising #Efficiency #Innovation

Last month, we had the opportunity to sit down with Dan Quigg from Public Insight. As businesses face growing financial challenges, Dan explains why selecting the right funding partner is essential for small to mid-sized companies seeking working capital solutions. #PublicInsight #ReachHigher #BusinessGrowth #FundingSolutions

We hope you're looking forward to the weekend! Just a reminder, if you haven’t secured your place for the webinar hosted by Ocorian, you can still join by registering here: https://lnkd.in/gzNq-pBt     Date: May 22, 2024 Time: 10.00 AM EST / 03.00 PM GMT Topic: 'Navigating third-party administration for U.S. and overseas funds'   Featuring Expert Speakers: ◘Paul S. - Head of Business Development - Fund Services at Ocorian ◘Ronald Bell - Founding Partner & COO at Fremman Capital ◘George Georgiou: Senior Managing Director & Head of Investor Services at Capital Dynamics Discussion Points: ◘Outsourcing: When to start considering third-party options, ◘Finding “the one” -How to select the right partner ◘The dynamics of appointing a third party for overseas funds ◘The tech factor -embracing reporting, data analytics and automation ◘Secrets to a successful partnership (plus, the red flags to avoid!) Register using the link below to access the webinar on the scheduled date and time. Remember to log in five minutes before the start time to ensure seamless participation.   Register here: https://lnkd.in/gzNq-pBt #Webinar #ThirdPartyAdministration #Outsourcing #FundManagement #TechIntegration #DataAnalytics #Automation #PartnershipSuccess #AvoidRedFlags

Don't miss out! Countdown to the webinar, click the link below to register: https://lnkd.in/gzNq-pBt  Date: May 22, 2024  Time: 10.00 AM EST / 03.00 PM GMT 'Navigating third-party administration for U.S. and overseas funds' Distinguished Speakers: •Paul S.: Head of Business Development - Fund Services at Ocorian •Ronald Bell: Founding Partner & COO at Fremman Capital •George Georgiou: Senior Managing Director & Head of Investor Services at Capital Dynamics Discussion Points: •Outsourcing: When to start considering third-party options, •Finding “the one” -How to select the right partner •The dynamics of appointing a third party for overseas funds •The tech factor -embracing reporting, data analytics and automation •Secrets to a successful partnership (plus, the red flags to avoid!) Register using the link to access the webinar: https://lnkd.in/gzNq-pBt #FinancialWebinar #InvestmentManagement #FundServices #GlobalFinance #BusinessGrowth #StrategicPartnerships #IndustryTrends #OperationalExcellence #Fintech #DataDriven #ProcessAutomation #RiskManagement #MarketInsights #ProfessionalDevelopment #WealthManagement

Having the ability to be multi-licensed provides us with greater functionality in this profession to serve our clients better. If you’d like to bring your practice to another level and expand your current suite of services as a Wealth Manager, drop me a text and we can chat more! #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PhillipWealthAdvisory #PhillipCapitalEntrepreneurs #HumanizingFinancialAdvice #HFAAlliance

As with everything, there is no one size fits all. In this report, our global team consider various structures for deploying capital in the #PrivateCapital space. Download our Private Capital Journey Guide here: https://lnkd.in/gcwhfGmw #PrivateCapital #FamilyOffice

🚀 Start 2025 Out Right by Transforming Your Orion Advisor Tech Operations! 🚀 With over 12 years of experience and 300+ successful projects, we deliver tailored solutions that empower RIAs to grow and thrive. We specialize in optimizing Orion Advisor Tech to streamline your financial advisory operations and enhance your wealth management capabilities. 💡 Why LVc Consulting? • Trusted by Orion for even the most complex implementations • Proven expertise across Orion's ecosystem • Personalized service to meet your unique needs 🌟Let’s connect to discuss how LVc Consulting can help elevate your advisory business with Orion’s powerful suite of tools! 🌟 #2025 #FinancialAdvisors #RIA #OrionAdvisorTech #EclipseTrading #LVcConsulting #FinTechSolutions #WealthManagement