ZILO Signs a New Long-Term Transfer Agency Agreement With Yealand Fund Services

  • Infrastructure
  • 21.05.2026 10:30 am

ZILO™, the UK-based technology company specialising in global asset and  wealth management software, and Yealand Fund Services, an Independent Authorised  Corporate Director (ACD), today announce a long-term strategic partnership.  

The partnership represents a significant step in Yealand's growth journey, enhancing its  operational infrastructure and transfer agency capability as the firm continues to scale. By  adopting ZILO's Global Core Platform, Yealand is investing in modern, flexible technology  designed to support evolving client needs, increasing product complexity and enhanced investor  self-service functionality.  

As an independent ACD, Yealand has built its model around delivering high-quality governance  alongside a genuinely client-led service. This partnership strengthens that proposition - combining Yealand's in-house oversight and operational control with ZILO's advanced, digital  first platform.  

For Yealand's clients, the move will deliver tangible benefits - including improved investor  servicing, enhanced reporting capabilities, and the ability to support more complex and scalable fund structures. It also reinforces Yealand's ambition to offer a leading transfer agency  capability, an area increasingly recognised as a key point of differentiation in the UK funds  market.  

Chris Northwood, Co-Founder & Chief Revenue Officer at ZILO™, 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.” 

Rob Leedham, CEO of Yealand, commented: “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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