Apex IPS provides independent insight, analysis, and project-based support to insurers, pension schemes, and asset managers operating liability driven portfolios within regulated institutional markets.
Our work focuses on the intersection of portfolio construction, capital efficiency, and regulation. We support projects where investment decisions, product design, and portfolio outcomes are tightly linked to balance-sheet treatment, regulatory considerations, and long-term liabilities.
Portfolio and balance-sheet analysis for long-duration investors, including Strategic Asset Allocation modelling
Regulatory-driven portfolio assessment (including Solvency II / Matching Adjustment context)
Investment governance and documentation support (policy and committee materials)
Liquidity management framework review and optimisation
For asset managers: institutional positioning, distribution strategy support, and fundraising strategy aligned to insurer/pension buyer requirements
Richard brings over 25 years of specialised experience in insurance asset management, having led investment functions for major global insurers.
A CFA Charterholder with a focus on institutional risk and capital efficiency, Richard founded Apex IPS to bridge the gap between technical asset management and the unique regulatory requirements of the insurance sector.
Apex IPS is not an asset manager and does not manage client assets. We work on retainer or project basis and may support both allocators and asset managers, but we do not provide regulated investment counsel or act as a placement agent. Engagements are scoped to strategic review, analysis, materials, process support, and institutional market expertise.