We are very pleased to introduce Louise Reason, Head of Client Services at Yealand.
With a distinguished career in investment operations and relationship management spanning over 25 years, Louise has a demonstrable record of providing exceptional client service and support. Louise joins from Apex Group (previously Maitland) where she delivered complex onboarding and change management, alongside effective client service.
“Louise’s commitment to a partnership-led approach aligns with our values, and I am delighted to welcome her to Yealand”
Rob, CEO
June 16, 2026
Partnership that goes beyond oversight
Yealand is pleased to announce a new partnership with Contra Capital, further strengthening its growing network of investment management relationships and reflecting continued demand for a more considered approach to ACD and fund services.
May 19, 2026
Yealand Fund Services signs a long-term Transfer Agency agreement with ZILO™
Yealand Fund Services today announces a long-term strategic partnership with ZILO™, the UK-based technology company specialising in global asset and wealth management software.
March 18, 2026
Yealand Appointed by Whitman Asset Management
We are really pleased to have recently supported the transition of another fund to Yealand.