MiFID ServicesWe provide a range of MiFID-compliant services.
Swiss Fund SolutionsWe are authorised and regulated to represent foreign funds distributed in Switzerland.
Distribution SolutionsWaystone Distribution Services has extensive expertise in guiding you through the complex challenges you may face.
Investment SolutionsSupporting investors with accessing the best global investment opportunities.
ESG SolutionsWaystone’s ESG Solutions team provides an advisory and analytics service designed to help investment managers to establish and enhance their ESG offering.
Our Funds
Waystone Managed FundsFunds where Waystone is appointed as AIFM or UCITS Management Company in Luxembourg and Ireland
Montlake UCITS Fund PlatformThe Montlake UCITS platform offers managers and investors a non-conflicted UCITS platform of choice
Independent Fund DirectorsWe offer a high-quality, fund governance through experienced, independent professionals, supported by advanced governance technology.
Cayman Fund PlatformAs a result of investor demand, Waystone has created a Cayman Fund Platform to allow investors to leverage from top-tier service providers.
Private Funds Act ComplianceThe Private Funds Act 2020 (“PF”) creates a regulatory regime for closed-end funds, such as private equity, venture capital and private debt funds.
Cayman Islands Corporate ServicesWe are a leading company management and corporate administration services firm that provides a full suite of services.
Board Support ServicesBoard Support Services (BSS) comprises a team of professionals who build strong and effective working relationships with all board/committee members.
Cayman Economic Substance SolutionsWe offer a range of services that allow one or more relevant activities in a way that is compliant with Economic Substance Act (ESA).
Cayman Compliance Monitoring ToolWaystone is the leading provider of institutional governance, administration, risk and compliance services to the asset management industry.
Fund Level Compliance SolutionOur Regulatory Compliance team is responsible for Waystone’s global regulatory solutions at a fund level. With teams in place across each of our operations including our Centre of Excellence in Ireland, we are best placed to help you keep up with the ever changing regulatory landscape, with solutions that can be tailor-made to fit the most complex of needs.
Corporate Level
Presenting Waystone Compliance Solutions
Your secure route through the
ever-changing regulatory world.
Aviation Transaction ServicesOur highly-experienced corporate aviation team specialises in aviation transactions and has expertise in the relevant areas of accounting, tax and law.
Loan Administration ServicesOur specialist Debt Servicing team provides loan administration services to a range of clients across the debt and capital markets.
European ESG SolutionsEnvironmental, social and governance has become an increasingly significant element within the investment process.
ESG AdvisoryOur ESG advisory offering is designed to provide managers with the tools they need to pre-empt ESG expectations and stay on the front foot in terms of the regulatory and legislative landscape.
ESG Portfolio MonitoringOur ESG Portfolio Monitoring Service allows you to assess the characteristics of a fund’s holdings using ESG criteria.
Waystone Managed FundsFunds where Waystone is appointed as AIFM or UCITS Management Company in Luxembourg and Ireland
Waystone Financial Investments LimitedWFI is the ISA manager for the ‘Prudential ISA’, and acts as a wholesale distributor for certain non-UK Domiciled funds
Montlake UCITS Fund PlatformThe Montlake UCITS platform offers managers and investors a non-conflicted UCITS platform of choice
FundsGlobal fund administration solutions tailored for all types of fund investment vehicles
Special Purpose VehiclesSolutions that assist SPVs to operate efficiently, remain compliance and meet strategic objectives
CorporatesCorporate services that fulfil statutory obligations, optimise corporate structures and enhance governance
Aviation VehiclesSpecialised solutions for the unique needs of aircraft leasing and financing
Securitised VehiclesSolutions tailored to support complex structured finance transactions
Transfer Agency ServicesWaystone provides transfer agency services tailored to a diverse range of asset classes and fund structures in the UK.
Depositary Lite ServicesWaystone provides independent depositary services designed to ensure regulatory compliance, financial integrity and operational efficiency for non-EU alternative investment funds (AIFs).
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.
