ABOUT US

HISTORY

We are an award-winning fund administration company providing excellent client service, that acts decisively, responds with agility and has a demonstrable track record of delivery.

Yealand Administration Limited was formed in 2008 as a fund administration house, initially to administer the OEICs and Unit Trusts of Sand Aire Limited and dedicated to delivering high quality efficient and professional service to its clients. Our service was eventually opened up to external clients and has grown steadily over the last decade.

Yealand and Carvetian – a complementary independent operator of authorised funds – are part of the Yealand Group, wholly owned by Applerigg Limited, the investment company owned by the Scott family.

THE YEALAND WAY

We understand the complexity of your situation, and are well-positioned to provide the often sophisticated and highly tailored solutions you need.

We have the in-house expertise to innovate and the independence to bring innovation to bear. We put people and purpose at our core and work hard to build long-term, mutually-beneficial relationships.

We employ robust risk management, governance and oversight to protect your funds and your reputation. We ensure your funds are fully compliant through our forensic attention to detail – staying abreast of regulatory changes and actioning requirements.

It’s why we are proud to say that we have never lost a fund to a competitor.

OUR PURPOSE

We enable funds to thrive – using our expertise and knowledge to help maximise delivery, minimise cost and mitigate risk.

We do this by:

  • Providing an independent bespoke service delivered by our in-house experts
  • Offering a three lines of defence approach to compliance and risk
  • Helping our clients navigate an ever-changing regulatory environment

In doing so we will become the recognised standard for the industry’s best and most trusted fund administration service.