Apex FundRock, a UK UCITS Management Company (“ManCo”) and Alternative Investment Fund Manager (“AIFM”), and part of global financial services provider Apex Group, today announced its appointment as the Authorised Corporate Director (“ACD”) for the MI Multi Asset, MI Verbatim Multi‑Index and MI Verbatim fund ranges managed by Tatton Investment Management Ltd (“Tatton”). The mandate covers a combined £5.5bn in assets under management.
The mandate covers a combined £5.5bn in assets under management.
In addition to the ACD role, Apex FundRock will provide Fund Accounting and Transfer Agency services to the MI funds, along with Middle Office services to Tatton. This integrated model supports Tatton’s focus on governance, operational resilience and scalable infrastructure for its adviser‑led investment proposition.
[Tatton spokesperson, Title – TBC], said:
“Tatton is focused on delivering a resilient and scalable fund platform for advisers and investors. Apex FundRock brings the regulatory expertise, operational strength and service model we need to support the continued development of our MI fund ranges.”
Patric Foley-Brickley, Head of Apex FundRock in the UK, added:
“We are proud to be appointed by Tatton for this mandate. Our experience as an Authorised Corporate Director for UK retail funds, combined with Apex Group’s fund administration, transfer agency and middle office services, provides the oversight, expertise and infrastructure required to operate these fund ranges effectively and efficiently.”
Apex FundRock oversees more than £37.0bn in assets under management and provides bespoke ManCo, Fund Administration, Transfer Agency and Middle Office services to over 135 UK UCITS and NURS structures.
Apex FundRock is a leading UCITS and AIFM Management Company with regulated ManCo entities in 12 countries. Apex FundRock offers fully comprehensive, independent and cost-effective Management Company, AIFM and ACD solutions.
Newsroom
Marion Janic I Head of Media Relations
Marion.Janic@apexgroup.com
About Apex Group
Apex Group is dedicated to driving positive change in financial services while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the industry through its investment in innovation and talent.
Today, Apex Group sets the pace in fund and asset servicing and stands out for its unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.
Apex Group leads the industry with a broad and unmatched range of services, including capital raising, business and corporate management, fund and investor administration, portfolio and investment administration, ESG, capital markets and transactions support. These services are tailored to each client and are delivered both at the Group level and via specialist subsidiary brands.
The Apex Foundation, a not-for-profit entity, is the Group’s passionate commitment to empower sustainable change.
