Tatton appoints Apex FundRock as ACD for multi-asset funds

Tatton Investment Management has appointed Apex Group’s FundRock as the authorised corporate director (ACD) for the Tatton fund range.

Apex FundRock is a third-party UCITS management company and alternative investment fund manager, with its appointment covering multiple UK fund umbrellas and around £10bn in assets under management.

Alongside the ACD mandate, Apex Group will provide an integrated operating model, including fund administration and transfer agency to the Tatton funds, and middle office and trade execution services to Tatton Investment Management.

Meanwhile, Citi has been appointed as depositary and custodian to the fund ranges.

“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,” commented Tatton head of portfolio management, James Saunders.

“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.”

FundRock managing director, Simon Gunson, 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.”

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