Financial Services

Financial Services


Our Approach

Apollo’s Financial Institutions Group (“FIG”) sits at the intersection of Retirement Solutions and Asset Management, and was purpose-built to serve the retirement services ecosystem, including insurers, institutional investors, originators and others in financial services.

Apollo FIG has significant scale in both origination and capital raising capabilities, with a team that specializes in platform and asset sourcing, portfolio management, capital raising, M&A and more.

By the Numbers

By the Numbers

16
Dedicated Origination Platforms
$335B+
Total Insurance AUM
450+
FIG and Insurance Professionals
3,900
Origination Platform Employees
$40B+
Equity Capital Raised
30+
Global Insurance Regulatory Relationships

 

As of September 30, 2023 

           

Capabilities

Platform Investing

  • Investing in asset and liability origination platforms
  • Creative partnership platforms with banks and other financial partners
  • De-novo platform establishment 

Portfolio Management

  • Asset-liability matching
  • High-grade asset sourcing
  • Portfolio management for affiliated and third-party balance sheets
  • Separately managed accounts 

M&A Transactions

  • Reinsurance M&A solutions
  • Pension group annuities  
  • Flow transactions
  • Regulatory-driven banking solutions 

Capital Raising

  • Re/insurance investment vehicles and capital raising expertise
  • Investment solutions for pensions, sovereigns and other institutions
  • Product partnership and sub-advisory

Institutional support, extensive infrastructure and global insurance regulatory experience underpin all our Financial Services capabilities. 

Rob
“The experience and scale we’ve built in Financial Services allows us to serve some of the world’s largest insurers, investors and financial institutions. The FIG team is a critical engine of ingenuity at Apollo.” 

Chris Edson
Partner, Co-Head of Global FIG

“We are proud to be a go-to solutions provider in the industry. We can move quickly and solve for some of the most complex corporate and investment needs.” 

Vishal Sheth
Partner, Co-Head of Global FIG

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Origination Strategy

Origination Strategy

Our Origination ecosystem spans 16 standalone platforms and thousands of professionals dedicated to high quality credit origination. In 2022, together with its platforms, Apollo originated approximately $100B of assets, with a focus on private investment grade credit well suited for long-term, principal-protected products.

Learn more about Apollo’s Origination Strategy and how it helps drive our business plans. 

History of Key Financial Services Milestones

History of Key Financial Services Milestones

Related Insights & Case Studies

Related Insights & Case Studies


Explore Our Other Strategies

Explore Our Other Strategies