Yealand

What Yealand does

Yealand Fund Services Limited is an independent Authorised Corporate Director (ACD) and fund administration company headquartered in Peterborough, United Kingdom. Founded in 2008 and authorised by the Financial Conduct Authority (FRN 530809), the firm provides ACD governance, fund administration, compliance and risk oversight, fund launch and transfer services, and transfer agency capability to UK investment managers, wealth managers, and fund sponsors. Its current book covers 12 fund families including Vermeer, Sterling, Minerva, Knox Capital, Kernow, JM Finn, Illingworths, E&G, Collidr, Charteris, Chawton, and Whitman Asset Management.

The firm's core technology stack combines in-house fund administration expertise with FIS InvestOne for end-to-end automation of the trade lifecycle across middle-to-back-office functions, and ZILO's Global Core Platform (adopted May 2026) for transfer agency, investor servicing, and enhanced reporting. Yealand positions itself as a personalised, conflict-free alternative to larger integrated ACD providers, emphasising expertise across FCA, UCITS, NURS and QIS regulatory regimes and a partnership-led service model.

Yealand generates revenue primarily through recurring subscription fees for ACD, fund administration, and transfer agency services, supplemented by project-based fees for fund launches and provider transitions. Distribution is direct B2B via relationship-led sales, with no public pricing or revenue disclosures. The firm operates exclusively in the United Kingdom with no current international footprint.

Name

Yealand

Legal name

Yealand Fund Services Limited

Website

https://yealand.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

51–100 employees

Short description

Yealand Fund Services is an FCA-authorised independent Authorised Corporate Director and fund administrator in Peterborough, UK, providing ACD governance, fund administration, compliance oversight, and transfer agency to UK investment managers across 12 fund families.

Ownership category

akta.pro rank

Product category

Fund Administration Services

NAICS

Funds, Trusts, and Other Financial Vehicles (525)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Sub-Accounting & Platform Servicing (Omnibus, Intermediary/NSCC, Retirement Platforms) (FSAAAMAI)

Keywords

• Fund administration
• Authorised corporate director
• Fund hosting services
• Transfer agency
• Compliance risk oversight

Headquarters

HQ city

Peterborough

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. ACD Services: Authorised Corporate Director services providing fund governance, regulatory oversight, and compliance framework for funds under management.
2. Fund Administration: Comprehensive fund administration services including NAV calculation, cash and position reconciliations, performance fee calculations, and payment of expenses.
3. Transfer Agency: Transfer agency services provided through partnership with ZILO for investor servicing and multi-jurisdictional support.
4. Fund Launch & Transfer Services: Project-based services supporting new fund launches and transitions from existing providers.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Yealand is an independent Authorised Corporate Director (ACD) and fund administrator delivering fund hosting, comprehensive fund administration, transfer agency, compliance and risk oversight, and fund launch and transfer services to investment managers, wealth managers, and fund sponsors in the UK. Operating under FCA regulation across FCA, UCITS, NURS, and QIS regimes, Yealand combines in-house expertise with FIS InvestOne and ZILO technology to run scalable middle-to-back-office operations for 12 fund families.

Product overview

Yealand Fund Services operates as an independent Authorised Corporate Director (ACD) and fund administrator offering a unified service model combining fund hosting, fund administration, compliance oversight, and transfer agency capabilities. The core platform combines in-house expertise with FIS InvestOne technology for scalable middle-to-back-office automation, supplemented by a ZILO partnership for enhanced transfer agency functionality. Additional value-added services including fund launches, transfers, and third-party specialist partnerships are available as part of a comprehensive service package.

Differentiator

Problem solved

Functional benefit

Products and services

• Fund Hosting Independent Authorised Corporate Director (ACD) services providing a rigorous and robust compliance and risk framework to oversee regulated funds, with a forward-looking approach to regulation. Targeted at investment managers launching or operating UK-regulated funds.
• Fund Administration Comprehensive fund administration services using FIS InvestOne technology, offering end-to-end automation of the trade lifecycle through a scalable middle-to-back-office solution. Includes NAV calculation, cash and position reconciliations, performance fee calculations, and corporate actions monitoring for investment managers and wealth managers.
• Fund Launch & Transfers Project-based services supporting new regulated fund market entry and transition from existing providers, including tailored structuring, regulatory expertise for FCA/UCITS/NURS/QIS regimes, and end-to-end project management. Designed for fund sponsors and investment managers establishing or migrating funds.
• Compliance & Risk Oversight In-house compliance and risk services delivering proactive oversight across regulatory, operational, and investment risk areas through a robust product governance framework and extensive compliance monitoring programme. Targets investment managers and fund sponsors requiring ongoing regulatory oversight.
• Transfer Agency Transfer agency capability delivered through partnership with ZILO's Global Core Platform, providing improved investor servicing, enhanced reporting capabilities, and support for more complex and scalable fund structures. Aimed at investment managers and fund sponsors with investor servicing needs.
• Additional Services Supplementary professional services provided through carefully vetted specialist partners, including third-party distribution, trade execution, regulatory hosting, compliance services, and corporate services for investment managers and fund sponsors.

Quantifiable outcome

• Seamless and well-managed fund transition processes with minimal day-to-day involvement required from clients

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Two partnerships are on record, tiered core.

• Contra CapitalcoreStrategic or Co-development Partner · 16 June 2026Partnership with Contra Capital strengthens Yealand's growing network of investment management relationships. The arrangement reflects continued demand for a more considered approach to ACD and fund services, combining strong governance with operational expertise and a service model designed to evolve alongside client needs.
• ZILOcoreTechnology or Integration · 19 May 2026Long-term strategic partnership with ZILO, the UK-based technology company specialising in global asset and wealth management software. Yealand adopted ZILO's Global Core Platform to enhance transfer agency capability, improve investor servicing, and support more complex and scalable fund structures.

Scale indicators1 record

Recent moves2 records

Expansion highlights4 records

Broad incumbents

• Citi Fund Services: Citi's global fund services division offers fund administration, transfer agency, and middle-office solutions. A scaled incumbent competitor in the same service categories Yealand provides.
• Northern Trust: Global custodian and fund administrator offering middle-to-back-office services to asset managers. Competes at the upper end of the fund administration market with significant scale advantages over Yealand.
• Apex Group: One of the largest global fund administrators and ACD/ManCo providers, with deep UK presence following the acquisition of Maitland and other firms. Directly comparable service set including ACD, fund administration, and transfer agency, but at vastly greater scale and broader geographic reach.
• BNP Paribas Securities Services: Provides fund administration, transfer agency, and custody to European asset managers. Overlaps with Yealand's value proposition in the UK and EU fund administration market.
• SS&C Technologies (GlobeOp): Major global fund administration and transfer agency platform serving hedge funds, private equity, and traditional asset managers. Competes with Yealand for fund administration mandates at the larger end of the market.
• HSBC Fund Services: Global fund administration and custody arm of HSBC, providing NAV calculation, transfer agency, and regulatory hosting to large institutional and intermediary clients. Overlaps with Yealand's core services but serves a much larger client segment.

Direct peers

• IQ-EQ: Independent fund administration and ACD/ManCo services provider with strong UK and European presence, focused on mid-market and boutique fund managers. Closest direct competitor in the independent-ACD niche Yealand targets.
• Link Fund Solutions (Link Group): UK-licensed ACD providing authorised fund hosting and administration across a range of fund structures. Directly competes with Yealand for ACD mandates from boutique and mid-sized UK managers.
• Evelyn Partners (formerly Smith & Williamson): UK wealth manager and professional services firm providing ACD, fund administration, and fund hosting services. Comparable boutique-client focus and independent governance positioning.

Emerging players

• Cofco International Capital: Smaller UK-based ACD and fund services provider competing in the same boutique fund manager segment as Yealand, offering an alternative for new fund launches and transition mandates.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/yealand-administration-limited
• Xx.com/YealandJobs

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Yealand