News

Yealand Appointed

We are pleased to announce Kernow Asset Management Limited, known as Kernow, has appointed Yealand Fund Services to act as Authorised Corporate Director (ACD) and Fund Administrator as a full fund service partner.

Best ACD Award Winners - Again!

Yealand Fund Services was recently announced as the winner of Best ACD Fund Services Provider from Wealth and Finance for the consecutive year.

Board Appointment: Aoife McCarthy, NED

  Aoife McCarthy joins the Yealand Fund Services Board as a Non-Executive Director.

Winners

Yealand Fund Services were recently announced as the winners of this years prestigious Asset Serving Times Industry Excellence Awards for Client Service for Fund Administration.

Vermeer Partners appoint Yealand

We are pleased to announce Vermeer Investment Management Limited, known as Vermeer Partners, have appointed Yealand Fund Services to act as ACD and Fund Administrator as a full fund service partner.

Award win

Yealand Fund Services was recently announced as the winner of Best Fund Administration Services at the Wealth and Finance International Fund Awards 2023.

Shortlisted!

We are very pleased to be shortlisted in the prestigious Asset Servicing Times Industry excellence awards for Client Service in Fund Administration.

A Minute with Rachael

Rachael has been part of the Yealand Fund Administration team for almost 12 years.  She joined with an aptitude for numbers and a proficiency in Excel.  Rachael originally joined our valuations team and has recently been promoted to Senior Static Data Administrator.

Yealand engage with local school

Josh, Ryan and our CEO Rob recently attended a Futures Festival for sixth formers at a local school, where they had valuable conversations with young adults with big decisions ahead of them.  Josh, who joined Yealand as a school leaver and has quickly progressed to Team Leader, and Ryan, who joined us after completing an Apprenticeship elsewhere did a great job of representing Yealand.  Thank you both.

Sterling Investment Management appoints Yealand

Sterling Investment Management has selected Yealand Fund Services to provide Authorised Corporate Directorship (“ACD”) and Fund Administration services, with effect from the 1st February 2023.  Sterling Investment Management are the Investment house behind the YFS Sterling Select Companies Fund.  The Fund was established in 1963, and has recently been ranked 3rd in the Sunday Time ‘Best funds of the 21st Century’.

Appointment: Karan Brown, Head of Transfer Agency

We are delighted to welcome Karan, who joins us as Head of Transfer Agency.