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Apex and GAM

Empowering Efficiency, Embracing Excellence: GAM and Apex Group Partnership

In July 2024, GAM reached a definitive agreement to transfer its Management Company activities in Ireland, Luxembourg, and the UK to Apex Group Ltd.
 
The transfer and sale of GAM Fund Management Ltd, Dublin, including its in-house transfer agency, to Apex Group is now complete (effective 31 October 2024). GAM is also on schedule to transfer management company services for its funds in Luxembourg and the UK to Apex Group subsidiaries. This marks a significant step in GAM’s strategy to streamline its operations and focus on its core investment management capabilities for clients.
 
Apex Group is a leading global provider of financial services with over 13,000 employees globally, offering a global single-source solution providing all services required across the full value chain of the business via one convenient and efficient relationship.

Elmar Zumbuehl, CEO of GAM, commented:
“We are delighted to announce the successful completion of this transfer to Apex Group. This signifies a pivotal moment for GAM as we streamline our operations to focus on delivering exceptional investment management services to our clients. Partnering with Apex Group empowers us with enhanced operational efficiency and scalability, ensuring we can meet our clients' evolving needs effectively.”
 
Peter Hughes, Founder and CEO of Apex Group, said:
"We are thrilled to finalise this transaction with GAM and welcome them into the Apex Group. Our collaboration is a significant milestone that aligns with our mission to provide comprehensive financial services globally. We are committed to leveraging our expertise to support GAM in achieving unparalleled operational efficiency, scale and client satisfaction."

New Contacts

Note that whilst TA team email addresses will be auto-forwarded to Apex Fund Services (Ireland) Limited for a period to minimise disruption, staff’s individual email addresses will not be forwarded therefore please use team email addresses where possible.

Please note the following key information in relation the appointment of Apex Fund Services (Ireland) Limited:

  • GFML staff have transferred to Apex Fund Services (Ireland) Limited to provide continuity of service. They can be contacted as follows:

    • Client Services Desk Client Services GAM-ClientServices@apexgroup.com 00353 1 6093927
    Dealing Desk Dealing GAM-DealingDesk@apexgroup.com 00353 1 6093974
    Fax (Dealing Desk) Dealing 00353 1 6335861

    GAM Apex Q&A (26 Nov)

  • There is no change to your shareholder account number.

  • There is no change to the settlement instructions of the GAM funds.

  • There is no change to the investment managers or fees of the GAM funds.

    • Download pdf

    High level overview of Changes

    GAM Star Fund Range

    Lux Funds

  • GAM Multibond
  • GAM Multistock

    • UK OEICS

    Note the planned change of ACD to the Apex Group for February 2025 is not reflected in this table.

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