Yealand Fund Services Limited has been appointed as Authorised Corporate Director (ACD) for investment manager JM Finn’s range of UK-domiciled funds. Yealand will also take on Fund Administrator and Registrar responsibilities as a full service partner.
The launch of the YFS JM Finn Portfolios, also facilitates the transition to the UK of the JM Finn Coleman Street SICAV’s from Luxembourg to the UK.
Paul Dyas, Head of Investment Management at JM FINN commented: “Since our relationship with Yealand started in 2023, they have supported us through the process to develop our UK fund range as well as transition our existing Luxembourg SICAV to the UK.
“We have been delighted with the professionalism and knowledge of the whole team at Yealand and we look forward to a long and successful relationship.”
JM Finn, founded in 1946, is known for their high quality wealth management proposition with an unstinting focus on putting their clients first. An award winning investment house with over £10bn of assets under management, JM Finn is headquartered in London and has four branch offices across the country.
For more information about JM Finn, please see their website https://www.jmfinn.com/
Rob Leedham, CEO Yealand Fund Services“We’re looking forward to a long and successful partnership with JM Finn. We share a similar culture, an ethos to provide excellent service, and a commitment to deliver first class outcomes for investors.
The role of the ACD is a significant one, acting as an independent steward overseeing how a fund is run and helping to protect the best interests of investors. We’re delighted JM Finn have chosen us to take on this important responsibility on behalf of the investors in their funds.“
Yealand Fund Services Limited, established in 2008, is an independent host ACD and in-house administrator. We pride ourselves on our service standard and partnership approach with sponsors and clients. We are passionate about what we do, and ‘not just doing well, but doing better’ is our ethos. As ACD, our role includes the ultimate responsibility for the compliance with Financial Conduct Authority regulations and ensuring funds are managed in the best interests of the investors.
For more information about Yealand Fund Services Limited, an award winning full service ACD, Administrator and Registrar, please contact Hayley McLaren (via Hayley.McLaren@Yealand.com)
Please note Yealand Fund Services Limited are not authorised to give financial advice, should you require further assistance with your financial decisions please speak to a qualified financial advisor. Please read the Fund’s documentation before making any investment decision.
