Waystone Investment Solutions provides fund investment solutions by leveraging expert cross-jurisdiction fund distribution services and strong investor relationships.
Our specialist services are centred around building tailored investment funds by understanding institutional investment needs and their specific investment objectives.
With deep expertise in European-regulated investment funds, including UCITS and AIF fund distribution, we employ a strategy-agnostic, research-driven methodology to help investors access the best global investment opportunities.
We prioritise the needs of institutional investors by identifying the most fundamental return characteristics and selecting the best global investment managers who align with those goals.
We operate within well-established regulatory frameworks, specifically UCITS and AIFs, to provide a secure and compliant investment environment for our clients.
At the core of our model is a team that truly understands what clients need in their portfolios. Our strong and long-standing relationships across the global investment community enable us to offer compelling long-term investment opportunities.
Our European Fund Distribution team leverages extensive knowledge of UCITS and AIF markets along with Waystone’s strong, long-standing global investor relationships across the global investment community markets to facilitate open, insightful discussions that help alternative investment managers position their funds effectively.
Our in-house buy-side technical research team, along with our investment product committee, works tirelessly to identify the best global investment managers. Our team has extensive experience with the UCITS marketplace and can advise on pricing and product positioning to maximise fund performance. We perform both initial and ongoing investment and operational due diligence to ensure top-tier fund management and regulatory compliance.
We partner with leading investment managers globally to bring innovative and high-performing investment solutions to institutional and private investors.
With extensive knowledge of UCITS, and AIF and private equity fund markets, we provide deep insights into competitive landscapes, ensuring funds are strategically positioned and marketed and how to position and market funds effectively across multiple asset classes.
We have a proven track record of successful capital fundraising, securing large seed investments in early-stage funds, helping funds scale efficiently and achieve long-term capital growth.
Our team is based in key European financial hubs including London, Geneva, Frankfurt, and Paris. We ensure local connections with investors, offering expertise in their native languages and an understanding of local investment trends and market dynamics.
At Waystone Investment Solutions, we’re here to help you expand your fund’s global reach, secure capital, and optimise your fund distribution strategies to build portfolios that deliver long-term success.
Benefits of working with Waystone’s Investment Solutions Team:
Highly experienced with over 100 institutional European clients
Active in 17 European countries
Extensive knowledge of navigating the service provider landscape
Waystone has raised over $3Bn raised over the last 36 months
Montlake UCITS Platform ICAV named the 2nd largest Alternative UCITS Platform in Kepler’s Third Party UCITS Platform report for 2023.