Apex Group’s FundRock appointed as the ACD for Tatton fund range
02 June 2026 UK
Image: Sadia/stock.adobe.com
Apex FundRock, part of global financial services provider Apex Group, has announced that Tatton Investment Management has appointed it as the authorised corporate director (ACD) for the Tatton fund range.
The appointment covers multiple UK fund umbrellas and approximately £10 billion in assets under management (AUM).
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, says the firm.
James Saunders, head of Portfolio Management at Tatton, says: “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, adds: “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.”
The appointment covers multiple UK fund umbrellas and approximately £10 billion in assets under management (AUM).
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, says the firm.
James Saunders, head of Portfolio Management at Tatton, says: “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, adds: “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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