People Moves

Acquisition Helps NJ-Based Firm Enhance Wealth Reporting, Administrative Tools For UHNWIs

Amisha Mehta Reporter February 10, 2015

Acquisition Helps NJ-Based Firm Enhance Wealth Reporting, Administrative Tools For UHNWIs

LeoGroup has bought Apex Wealth Services for an undisclosed amount.

The New Jersey-based financial advisory and wealth management firm LeoGroup has closed its acquisition of Apex Wealth Services.

The buy allows LeoGroup to enhance its capabilities for ultra high net worth clients through Apex's spectrum of family office services, which includes comprehensive wealth reporting and administrative tools.

Details of the deal were not disclosed.

LeoGroup serves a global clientèle, covering wealth management, tax strategies, capital markets, asset management and international expatriate services. Besides its NJ headquarters, the firm has offices in New York City, Boston, MA, and Switzerland.

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