Yealand Fund Services, an independent authorised corporate director (ACD), has entered into a long-term strategic agreement with ZILO, a UK-based WealthTech firm focused on asset and wealth management software, to modernise its transfer agency operations.
Under the arrangement, Yealand will adopt ZILO’s Global Core Platform, a move the firm says will strengthen its operational infrastructure and expand its transfer agency capabilities as it continues to scale.
The technology will bring a range of improvements for Yealand’s clients, including enhanced investor servicing, stronger reporting tools and the ability to accommodate more complex and scalable fund structures. Yealand says the investment also underlines its ambition to offer a leading transfer agency proposition, an area it regards as an increasingly important differentiator within the UK funds market.
As an independent ACD, Yealand has structured its business around combining strong governance with a client-led approach. The firm says the addition of ZILO’s digital-first platform complements that model by pairing its in-house operational oversight with a more modern and flexible technology foundation.
ZILO co-founder & chief revenue officer Chris Northwood said, “Our Global Core Platform is a natural choice for independent ACD’s and Administrators looking to deliver a consistent, high-quality experience for investors across multiple jurisdictions. We are delighted to be partnering with Yealand – a firm that shares our focus on innovation, client outcomes and long-term growth.
“ZILO delivers a future-proofed platform, servicing all asset types with a digital-first operating model. Transfer Agency is rapidly emerging as a key area of differentiation in services for investment managers, and ZILO is well positioned to support this shift from legacy systems to a more flexible, secure, and scalable platform for the future.”
Yealand CEO Rob Leedham said, “The partnership marks an important step forward for Yealand. As an independent ACD, we are focused on building a business that can scale without compromising on service or oversight. Investing in ZILO’s platform allows us to enhance our transfer agency capability, improve the investor experience and ensure we have the right infrastructure to support our clients as they grow and evolve.
“It also reflects our broader commitment to innovation and long-term thinking; choosing to invest in technology that strengthens our model and supports our continued growth. At a time when many ACDs are navigating increased operational complexity, Yealand’s investment in modern infrastructure ensures greater flexibility, control and alignment with client needs – combining independence, control and innovation to deliver a high-quality service.”
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