vlog

Press Release
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min read

ZILO™ signs a new long-term Transfer Agency agreement with Yealand Fund Services.

May 21, 2026

London, 21 May 2026: 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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Contact details

Jos Simson
Tavistock Communications
Tel: +44 (0) 20 7920 3150
ZILO@tavistock.co.uk
Katie Hopkins
Tavistock Communications
Tel: +44 (0) 20 7920 3150
ZILO@tavistock.co.uk
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