Funds Administration Solutions - Waystone

      Funds Administration Solutions

      At Waystone, we deliver unparalleled fund administration services to clients across North America, Europe and Asia. Our extensive client base includes some of the world’s largest institutions and we are committed to helping them achieve long-term success.

      By leveraging leading technology and a robust operational infrastructure, we offer comprehensive fund administration solutions that meet the highest industry standards and withstand rigorous due diligence scrutiny. Our services are tailored to the specific needs of each client, ensuring that every fund we manage operates efficiently and compliantly.

      Our fund administration offerings encompass a broad spectrum of fund types, including:

      Each of these sectors comes with its own set of complexities and regulatory requirements and our team is adept at navigating these challenges. Whether it’s providing timely NAV calculations, detailed financial reporting, or ensuring compliance with global regulations, we tailor our services to meet the specific needs of each fund type.

      At the heart of our service delivery is a commitment to understanding each client. From fund setup and daily operations to investor relations and global compliance management, we handle every aspect of the fund administration process with precision and care. This allows us to create bespoke solutions that not only meet but exceed our clients’ expectations, helping them to achieve their strategic goals and deliver value to their investors.

      Benefits

      Partnering with Waystone for fund administration needs provides a host of strategic advantages that drive operational efficiency, enhance investor confidence and support business growth. Our tailored services are designed to meet the specific needs of fund investors, directors and investment managers, ensuring that every aspect of a fund’s administration is handled with precision, professionalism and a commitment to excellence.

      • Enhanced Investor Confidence:
        Waystone delivers independent valuation, thorough asset verification and comprehensive audit assistance, along with specialised tax support for key jurisdictions including the US, UK and Germany. This meticulous approach ensures transparency and accuracy in financial operations, fostering trust among investors and enhancing their confidence in the fund’s performance.
      • Operational Excellence for Directors:
        Our fully accountable valuation processes and timely financial reporting, maintained in strict accordance with relevant Accounting Standards, empower directors to make informed decisions with confidence. By ensuring that all financial data is accurate, up-to-date and compliant with regulatory requirements, we help directors navigate their responsibilities effectively, reducing risk and enhancing governance.
      • Strategic Support for Investment Managers:
        Waystone provides precise NAV calculations, independent external valuation services and efficient processing of fees, expenses and corporate actions. This comprehensive support enables investment managers to focus on navigating complex regulatory environments and operational demands, while we handle the intricate details that ensure smooth fund operations.
      • Global Reach and Local Expertise:
        Through our strategic partnerships, we deliver competitive foreign exchange (FX) solutions, quick onboarding and fast-tracked payments via SWIFT GPI, alongside comprehensive hedging strategies. Our proactive service and regular market insights keep our clients informed and ahead of market changes, ensuring that their global operations are both efficient and effective.
      • Customised Data and Reporting:
        We understand that each client has unique reporting needs. That’s why we offer accurate and timely customised reports developed according to your specific requirements. This enhances transparency and communication across all stakeholders, ensuring that everyone has the critical information they need to make informed decisions.

      By choosing Waystone, clients are not just opting for a service provider; they’re gaining a trusted partner committed to delivering excellence in every aspect of fund administration. Our expertise, dedication and tailored approach ensure that fund administration is managed seamlessly, allowing clients to focus on achieving your strategic objectives and driving their business forward.

      Hedge Funds

      At Waystone, we understand that managing a hedge fund requires a tailored approach to meet the specific needs of clients. Drawing on the expertise of our dedicated teams, we work closely with hedge fund manager clients to develop customised administration solutions that enhance operational efficiencies while reducing costs.

      Private Equity

      Private Equity Fund Managers are increasingly turning to specialised fund administrators like Waystone to outsource their operational tasks. This allows managers to focus on their core responsibility – generating returns for investors – while leveraging the scalability, advanced technology and expertise provided by a specialist like Waystone.

      UCITS and AIFs

      Administering UCITS and AIFs requires a comprehensive and adaptable approach. Waystone understands the complexities involved in administering these funds and offers tailored solutions to ensure compliance, operational efficiency and robust investor relations.

      Private Credit and Private Debt

      As Private Credit and Private Debt funds continue to grow in complexity and regulatory scrutiny, Waystone delivers high-quality, customised administration solutions tailored to the unique needs of fund managers that enhance operational efficiency and ensure regulatory compliance.

      Real Estate / Infrastructure Funds

      Backed by our deep understanding of the intricacies of Real Estate and Infrastructure funds, Waystone supports fund managers with a comprehensive suite of administration solutions that ensure compliance, enhance operational efficiencies and provide transparency to investors.

      Publicly Listed Funds

      Waystone offers a suite of administration solutions tailored to the specific needs of publicly listed funds, including those listed on the London Stock Exchange (LSE) and International Stock Exchange (TISE), Investment Trusts and Venture Capital Trusts (VCTs).

      Hybrid Funds

      Hybrid Funds represent a unique blend of various asset classes. This complexity requires a specialised approach to fund administration that can accommodate the diverse needs of such a portfolio. Waystone offers a comprehensive suite of solutions tailored specifically to the administration of Hybrid Funds.

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