One company for the customer
Apex adopts an integrated business model, based on our commitment to providing innovative solutions and capturing opportunities in the regional markets where we operate.
Our close relationship with clients enables us to deeply understand their needs and develop creative, forward-thinking solutions — leveraging the concept of network effects¹, as defined by Harvard Business School.
This is made possible through the complementarity of our business areas, allowing us to structure interconnected and fully customized financial solutions.
Our Numbers
Assets under supervision
R $ 17 bi
Net New Money - (last 12 months)
+ R$ 6 billion
Business area
4 areas
Hubs in Brazil: ES, PR, SC, SP and RS
5 states and Portugal
Our Specialities
Asset Management
Leading regional resource manager in Brazil, with pioneering business franchises and own products.
Advisory
Regional presence and global expertise: holistic vision in managing your assets.
Investment banking
Technical excellence, discretion and personalization in mergers and acquisitions and capital markets.
Research
Sectoral intelligence and specialized content on the main sectors of the regional economy.