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Personal

Expertise to originate, structure and allocate investments to develop regional markets.

    Wealth Management

    Integrated and efficient financial management of the client's assets, including legal and tax aspects

    Insurance

    Protection for your finances, travel and life insurance: Discover the insurance policies that Apex offers for you and your family

    Investments

    Financial products and services that meet your needs and objectives, with the support and expertise of a specialized team



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    Corporate

    Complete and tailored solutions for your business.

      Investments

      Customized investment solutions for companies

      Credit

      Easy credit to help your business go further

      Exchange

      Exchange operations for your company, quickly and securely.


      Citizenship
      Events
      Press
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      About Apex

      Get to know Apex and our business areas.

              Asset Management

              Connecting investors to high-potential opportunities and strengthening regional markets

              Wealth Management

              Global planning and management of your assets

              Investment banking

              Technical excellence, discretion and customization in mergers and acquisitions and capital markets

              Advisory

              Advisory

              Specialized service for building and preserving your assets and your company.

              Connecting financial strategies to regional characteristics

              Apex's Advisory area is dedicated to offering strategic, personalized and close service to clients with consolidated assets, family businesses and business groups in Brazilian regional markets.

              Together with our clients, we build financial strategies that not only aim to preserve and grow capital, but also directly contribute to the development of the regions where we operate — a commitment that translates, in practice, Apex's purpose: to be the leading regional investment bank in Brazil by 2030.

              Customer service franchises

              Wealth Management For clients seeking personalized service and comprehensive management of their financial life.

              Corporate Services For companies seeking a customized service methodology that takes into account their specific characteristics.

              Advisory For people seeking access to comprehensive financial solutions, with the support and expertise of a specialized team.

              Products and Services

              Exchange

              Rely on Apex’s robust and secure infrastructure to execute international transfers with agility, transparency, and reliability.

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              Private Pension

              A strategic investment for long-term security. Apex’s private pension solutions are designed to help you build a solid financial foundation and ensure a more stable and independent future.

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              Portfolio Solutions

              Strategy, market intelligence, and access to products selected by a specialized team.

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