Fund Awards 2023 | Wealth & Finance 9. Jul23568 Best Fund Administration Services Firm 2023 – UK Yealand Fund Services Ltd are a family owned, independent full service host Authorised Corporate Director (ACD) and Fund Administrator. Established in 2008, the company has grown from administrating the funds for Sand Aire Limited to offering its financial services to a broad range of clients across the industry. The company are dedicated to providing an independent, bespoke service and helping clients to successfully navigate through regulatory changes. The company’s fund management solutions begin with understanding its clients’ desired outcomes, whether a family office, investment manager, partner, or financial advisor, and implementing an approach to help them realise their fund’s long-term goals. Yealand Fund Services employs effective risk management strategies and operational oversight to protect clients’ funds and reputations. Ensuring funds adhere to the ever-changing regulatory landscape, a team of Compliance and Risk experts work diligently to achieve continuous compliance with all regulations. Fostering a strong collaborative culture, Yealand Fund Services aims to establish strong, multi-beneficial relationships with clients. With its in-house expertise and demonstrated track record of delivery, the company is well-positioned to provide tailor-made solutions that enable funds to thrive. Yealand Fund Services is committed to maximising delivery, minimising costs, and mitigating risks. A testament to the firm’s success is that since being established fifteen years ago, the company has never lost a client to a competitor. From its origins supporting the Family Office and private fund market, the company has built a stellar client service reputation and has grown annually to now administer £4bn of assets, across 63 funds and 35 investment managers. Yealand Fund Services prioritises people first, delivering personalised solutions to meet clients’ individual funding needs. Its client service reputation is built upon the foundations of its core values: client centricity, integrity, collaboration, and innovation. The company’s client-centric approach allows Yealand Fund Services to achieve excellence in every interaction by taking the time to understand a client’s unique funding situation and implementing a tailored solution. Its highly qualified team maintains clients’ trust through responsible fund management, remaining conscious of changing regulatory needs and social responsibilities. The company collaborates with its clients to attain a shared vision and build a supportive, long-term business relationship. With the in-house expertise to innovate, Yealand Fund Services plans to develop and grow its offering to become the most respected Fund Services Provider in the UK. As an Authorised Corporate Director (ACD), the company must keep up with the latest regulatory changes and frequently review its systems and providers. Yealand Fund Services automates and updates its processes to ensure it continues to provide exceptional client service. The business remains at the forefront of industry developments and consistently generates a high level of referrals, placing the current pipeline of new business at a £9.0bn. Before the year’s end, Yealand Fund Services will be working hard to onboard a further 12 funds. It will also launch Impact, a new company strategic goal that will aim to achieve the following actions. The company will remain accountable to all stakeholders, employees, its community, and the environment. It will have a positive environmental and social impact by undertaking business responsibly and sustainably. Yealand Fund Services will also be offering mock interviews and futures fairs to its local sixth-form college and offering placements and apprenticeships in the coming years. The company understands that its success is wholly dependent on the service it delivers. Each client requires tailored advice and real insight to address their unique fund requirements. Yealand Fund Services strives to deliver unparalleled, bespoke services and plans to continue expanding to accommodate its growing client base. For its dedicated work as a valued provider of financial services, Yealand Fund Services has received this year’s award for Best Fund Administration Services Firm – UK. Contact: Rob Leedham Company: Yealand Fund Services Ltd Web Address: www.yealand.com
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