LeoGroup Acquires Apex Wealth Services to Expand Wealth Reporting & Administrative Capabilities for Ultra-High Net Worth Clients

Feb 09, 2015, 15:00 ET from The Leo Group, LLC

NEW YORK, Feb. 9, 2015 /PRNewswire/ -- The Leo Group, LLC ("LeoGroup"), the comprehensive wealth management firm, announced today it has closed on the acquisition of the investment reporting and administrative services businesses of Apex Wealth Services LLC ("Apex").

Apex provides comprehensive wealth reporting and related administrative services for affluent investors with complex portfolios. "Our shared vision for how to best serve the unique needs of the ultra-high net worth marketplace makes LeoGroup the perfect platform to accelerate the expansion of our combined franchise and it greatly increases the investment capital at our disposal to deploy into the latest innovations in servicing our rapidly expanding client base," says Christopher Turner, Apex's founding member, and now a Managing Director of LeoGroup.

"Chris Turner and his colleagues have a distinguished 25 year record of intense dedication to this vitally important segment of the wealth management market, which will enable us to grow and better serve our clients," says Matt Allain, CEO of LeoGroup. 

About The Leo Group, LLC                

LeoGroup is an exclusive financial advisory firm based in New Jersey with offices in New York City, Boston, and Switzerland. The firm provides comprehensive wealth management, tax strategies, capital markets, and asset management solutions on a bespoke level to wealthy individuals & families, institutions and endowments globally. Visit www.leogroupllc.com for more information.

About Apex Wealth Services, LLC                

Apex provides family office services to wealthy individuals and their families, including comprehensive net worth reporting and administrative tools that can helps investors and their advisors save time, reduce portfolio costs, and manage wealth more effectively. Visit www.ws-apex.com  for more information.

SOURCE The Leo Group, LLC



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