Wealth Management
With an Alternatives Edge
Wealth, Reimagined
We deliver curated alternative investment strategies designed to create alpha across market cycles—bringing institutional-quality opportunities to sophisticated investors.
Curated Access to Private Markets
Curated alternative and private market strategies, offering eligible investors institutional-quality access backed by deep expertise.
Depth Through Experience
Backed by collective experience across the Merisis Group, we bring informed perspectives and disciplined execution to every stage of the journey.
Product-Led, Proprietary
Proprietary, in-house investment strategies built to align our philosophy directly with client outcomes.
100
+ Years
of Cumulative Experience
55
+
Ecosystem Partners via our Open Architecture Model
150
cr
Under Own PMS & AIF Products
Unbiased Approach
Media & Publications
Apex announces six members of 2023 External Advisory Group
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Apex announces six members of 2023 External Advisory Group
Read full story >>
Apex announces six members of 2023 External Advisory Group
Read full story >>
Apex announces six members of 2023 External Advisory Group
Read full story >>Pillars of our Client Value Proposition
Open Architecture
We provide you with access to best-in-class investments across various asset classes.
Digital First Approach
Digital friendly stack to help you across portfolio implementation, execution, and tracking
Alternatives Edge Through PMS & AIF
An Alternatives edge across our Processes, Products, and Advisory for your success
Research, Insights & In-depth Analysis
Staying ahead with the latest market intelligence to act proactively for our clients
Allocation based Engagement
Engagements are structured on a non-discretionary, allocation-based basis, where each opportunity is presented independently.
Digital First Approach
Digital friendly stack to help you across portfolio implementation, execution, and tracking
Alternatives Edge Through PMS & AIF
An Alternatives edge across our Processes, Products, and Advisory for your success
Research, Insights & In-depth Analysis
Staying ahead with the latest market intelligence to act proactively for our clients