Apex FundRock Ltd, a leading European third‑party UCITS Management Company and Alternative Investment Fund Manager, part of global financial services provider Apex Group, today announced its appointment as the Authorised Corporate Director (“ACD”) by Tatton Investment Management Ltd (Tatton) for the Tatton fund range.
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.
The appointment supports Tatton’s continued focus on scalable growth, adviser-centric service delivery and a robust operating model designed to support its expanding investment proposition.
James Saunders, Head of Portfolio Management, Tatton, said:
“Tatton is focused on delivering a resilient, scalable and efficient operating model that supports the continued growth of our business and the evolving needs of advisers and investors. 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.”
Simon Gunson, Managing Director at FundRock, added:
“We are delighted to have been appointed by Tatton for this strategically important mandate. This appointment reflects the increasing demand for integrated solutions that combine strong governance and regulatory oversight with operational scalability and execution capability.
By combining ACD services with fund administration, transfer agency, middle office and trade execution, we deliver a highly coordinated operating model designed to support efficiency, resilience and long-term growth for Tatton and its investors.”
Newsroom
Marion Janic I Head of Media Relations
Marion.Janic@apexgroup.com
About Apex Group
Apex Group is dedicated to driving positive change in financial services while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the industry through its investment in innovation and talent.
Today, Apex Group sets the pace in fund and asset servicing and stands out for its unique single-source solution and unified cross asset-class platform, which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.
Apex Group leads the industry with a broad and unmatched range of services, including capital raising, business and corporate management, fund and investor administration, portfolio and investment administration, ESG, capital markets and transactions support, as well as digital and AI solutions. These services are tailored to each client and are delivered both at the Group level and via specialist subsidiary brands.
The Apex Foundation, a not-for-profit entity, is the Group’s passionate commitment to empower sustainable change.
About Tatton Investment Management Ltd
Tatton Investment Management Ltd is a leading UK discretionary fund management business focused on providing investment solutions to financial advisers and their clients. The business offers a range of managed portfolio services and multi-asset investment solutions designed to support long-term investor outcomes through a disciplined and scalable investment approach.
