Third‑party ManCo Apex FundRock has been appointed as the Authorised Corporate Director by London-based Tatton Investment Management.
The appointment covers multiple UK fund umbrellas and approximately £10bn in assets under management.
Alongside the ACD mandate, Apex Group will provide a fully integrated operating model including Fund Administration and Transfer Agency to the Tatton funds, as well as Middle Office and Trade Execution services to Tatton Investment Management.
Citi has been appointed as Depository and Custodian to the fund ranges, completing the institutional servicing model.
James Saunders, Head of Portfolio Management, Tatton, said: “Apex FundRock’s regulatory expertise, combined with Apex Group’s operational capabilities and integrated servicing model, provides a strong platform to support our commitment to enhancing our service delivery at all levels.”
