Vertex was built to close the gap between what regulators expect of investment governance and what most advice firms can deliver on their own.
Vertex was established as a dedicated asset consulting business, drawing on the investment capability and experience built through Akambo. The team brings direct experience building investment solutions across Akambo's platform, and the two businesses work together where it supports the client outcome.
Vertex was founded by people who have run advice businesses. We understand the operational reality: what principals need, what advisers can manage, and what will hold up when it matters
Every engagement is a consulting relationship, scoped to what your firm actually needs, with defined deliverables and a review cadence that keeps everything on track.
Vertex's seven service pillars are designed to work together: governance, portfolio design, managed accounts, manager research, investment committee support, monitoring and transition. Each can stand alone, but the real value compounds when they connect.
Every engagement begins with an honest assessment of where your firm is and where the pressure sits.