Waystone: Leading the Way in Specialist Services for the Asset Management Industry

About Us

Waystone has been at the forefront of the asset management industry for over 20 years, partnering with institutional investors, investment funds, and asset managers to build, support, and protect investment structures and strategies worldwide. We provide our clients with the guidance and tools they need to manage their investment goals with confidence.

Our Services

European Fund Solutions

Waystone offers comprehensive fund solutions across Europe, ensuring compliance and operational efficiency.

Cayman Solutions

Our Cayman services include fund platforms, compliance, and corporate services, tailored to meet the needs of our clients.

Corporate Services Solution

We provide a full suite of corporate services, from company formation to ongoing administration.

Compliance Solutions

Our team of experts offers regulatory compliance solutions to help clients navigate the complex legal landscape.

ESG Solutions

We provide environmental, social, and governance (ESG) advisory and monitoring services to help clients meet regulatory expectations and investor demands.

Waystone ETFs

Our ETF services include fund administration and compliance to ensure efficient and effective ETF management.

Fund Administration

We offer top-tier fund administration services, ensuring accurate and timely reporting for our clients.

AIFMD and UCITS Management Company Solutions

As operators of funds, we provide comprehensive management company solutions under AIFMD and UCITS regulations.

UK Authorised Corporate Director (ACD) Services

Our ACD services are tailored to meet the specific demands of our clients, ensuring compliance and operational excellence.

Trade Execution & Investment Servicing Solutions

We have a dedicated team of operations professionals to handle trade execution and investment servicing.

Risk Management and Regulatory Reporting

Our experienced risk management team ensures that clients meet all regulatory reporting requirements.

MiFID Services

We provide a range of MiFID-compliant services to meet the needs of our clients.

Swiss Fund Solutions

We are authorised and regulated to represent foreign funds distributed in Switzerland, providing a comprehensive suite of services.

Distribution Solutions

Waystone Distribution Services guides clients through complex distribution challenges, leveraging our extensive expertise.

Our Funds

Waystone Managed Funds

We manage a variety of funds, ensuring compliance and optimal performance.

Montlake UCITS Fund Platform

Our Montlake UCITS platform offers a non-conflicted choice for managers and investors alike.

Independent Fund Directors

We provide high-quality fund governance through experienced, independent professionals supported by advanced governance technology.

Cayman Fund Platform

Our Cayman Fund Platform allows investors to leverage top-tier service providers to meet their investment needs.

Private Funds Act Compliance

We help clients comply with the Private Funds Act 2020, ensuring regulatory adherence for closed-end funds.

Cayman Islands Anti-Money Laundering Compliance Services

Our AML services help clients manage regulatory requirements effectively.

Cayman Islands Corporate Services

We offer comprehensive corporate services in the Cayman Islands, from company formation to ongoing administration.

Board Support Services

Our Board Support Services team builds strong and effective relationships with board and committee members.

Cayman Economic Substance Solutions

We provide services to ensure compliance with the Economic Substance Act.

Cayman Compliance Monitoring Tool

Waystone offers leading governance, risk, and compliance services for the asset management industry.

Fund Level Compliance Solution

Our global regulatory compliance team offers tailored solutions to meet the most complex needs.

Corporate Level

Structured Finance and Capital Markets

Our specialist team focuses on complex and bespoke structured finance transactions.

Aviation Transaction Services

Our corporate aviation team provides expertise in accounting, tax, and law for aviation transactions.

Loan Administration Services

Our Debt Servicing team provides comprehensive loan administration services.

European ESG Solutions

Our ESG advisory and portfolio monitoring services help clients meet regulatory expectations and investor demands.

Our Story

Formed from the merger of DMS, Montlake, and MDO, Waystone launched in March 2021 to create a leading global governance and third-party management company. This merger was driven by client demand, creating a unique service provider across multiple asset classes and jurisdictions. Our clients benefit from an expanded suite of services and highly-qualified staff based in Luxembourg, Ireland, the UK, North America, the Cayman Islands, and Asia.

Our Culture and Values

Astute

We are attentive to our clients and clear-sighted in our approach to challenges, leveraging our extensive knowledge and expertise.

Proactive

We believe in the possible, building positive and responsive relationships with our clients.

Purposeful

We strive to exceed our clients’ expectations with effective, solutions-oriented services.

Inclusive

Our global presence fosters an inclusive working environment where everyone can be themselves.

Principled

We maintain the highest professional, ethical, and regulatory standards in everything we do.

Community Matters

At Waystone, we are committed to making a positive impact in the communities where we operate. We support various charitable foundations and initiatives, making a lasting difference.

Contact Us

Connect with Waystone today to learn more about our services and how we can help you achieve your investment goals with confidence.

• Email: info@waystone.com
• Locations: Ireland (Dublin Headquarters), Luxembourg, UK, North America, Cayman Islands, Asia, and more.

For more information, visit our website and stay up-to-date with the latest news and events at Waystone.