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Anthony Alfonso brings valuation advisory services to Apex clients

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Anthony Alfonso: appointed as global head of valuation at Apex Group (Photograph supplied)

Apex Group Ltd, the Bermudian-based global financial services provider, has appointed Anthony Alfonso as global head of valuation.

In this newly created role, Mr Alfonso will be responsible for product innovation and service delivery of valuation advisory services to help Apex Group’s clients to achieve their business and strategic objectives.

Apex Group’s valuation services provide periodic valuations — including for illiquid financial instruments such as equity, debt and derivatives — to meet their specific reporting requirements, throughout all stages of a fund’s life cycle.

The organisation offers these services to a wide range of investor types, including private equity and debt funds, hedge funds, venture capital, mutual funds, structured credit, family offices, pension funds as well as corporates, insurance companies, banking and other financial institutions.

Mr Alfonso has more than 25 years of financial services experience providing valuation and transaction advisory services to a wide range of clients and industries, the company said.

He joins Apex Group from accountancy and advisory firm BDO, where he was most recently global valuation leader in its international capital finance group.

Georges Archibald, chief innovation officer and managing director, Americas at Apex Group, said: “In an environment of uncertain global financial markets, growing conflicts of interest and emerging regulatory challenges, it is more important than ever for asset managers to partner with experts to help them navigate the portfolio valuation process and provide objective advice.

“We are delighted to welcome Tony, a leading industry expert who has an impressive track record of helping clients in their reporting requirements.”

Mr Alfonso added: “I am excited to be joining Apex Group and look forward to building our valuation services to provide our clients with a robust and transparent valuation framework which meets their specific requirements.

“Global regulatory developments continue to impact valuation practices in the asset management industry and necessitate greater valuation support as well as evidence of a proper control infrastructure — all of which Apex Group, as an independent, global financial services provider, is well equipped to provide.

“Valuation as a service further delivers on Apex’s mission to develop leading technology-enabled solutions to the market.”

Georges Archibald, chief innovation officer and managing director, Americas, at Apex Group

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Published March 21, 2023 at 7:29 am (Updated March 21, 2023 at 7:29 am)

Anthony Alfonso brings valuation advisory services to Apex clients

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