Tatton appoints authorised corporate director for fund range

Hailed as ‘strategically important’ mandate

Jen Frost
clock • 2 min read

Tatton Investment Management (Tatton) has appointed Apex Group’s FundRock as the authorised corporate director for its fund range, covering approximately £10bn in AUM across multiple UK fund umbrellas.

In addition to FundRock acting as authorised corporate director, Apex Group is expected to provide a fully integrated operating model, including fund administration and transfer agency to Tatton's funds. It will also provide middle office and trade execution services to discretionary fund manager Tatton. Citi has been appointed as depositary and custodian to the range. "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," said Tatton head of portfolio...

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