Yealand Appointed by Whitman Asset Management

We are really pleased to have recently supported the transition of another fund to Yealand.

One of the biggest concerns we hear from managers considering a change of ACD is the perceived disruption – the time, complexity and operational burden that can come with it.

Encouragingly, the latest transition is a great example of how, with the right structure and collaboration, the process can be straightforward and well-managed from start to finish.

As our new client shared:

“Yealand managed the transition in a structured and collaborative way, making the process feel seamless and straightforward throughout. Their team took clear ownership, coordinated all parties effectively and ensured the move required minimal day-to-day involvement from us while keeping everything aligned and on schedule. We’re looking forward to working together and building a long-term partnership”.

A huge thank you to everyone involved on all sides – and we are looking forward to building a strong, long-term partnership.