Waystone
W
Financial Advisors
Waystone
6th floor, London EC2V 7AN
# Waystone
Waystone is a multi-jurisdictional fund solutions and administration provider headquartered in London, serving investment managers, fund sponsors and institutional investors across Europe, the Cayman Islands and the UAE. Rather than operating purely as a service provider, Waystone functions as an active fund operator, taking operational and governance responsibility for client assets.
The firm specialises in managing regulated investment funds across multiple jurisdictions, offering AIFMD and UCITS management company solutions in Luxembourg and Ireland, ACD services in the UK, and independent fund governance in the Cayman Islands. They operate the Montlake UCITS platform—a non-conflicted fund platform of choice—alongside their own managed funds and the Cayman Fund Platform.
Beyond fund management, Waystone delivers comprehensive administration services including trade execution, investment servicing, risk management and regulatory reporting. Their MiFID-compliant services support distribution across multiple markets, whilst their Swiss Fund Solutions enable representation of foreign funds. They have developed specialist ESG advisory and analytics capabilities to help investment managers establish and enhance their ESG offerings.
What distinguishes Waystone is their integrated approach: combining regulatory expertise with operational depth across multiple jurisdictions, reducing reliance on fragmented service providers. Their experienced teams navigate complex regulatory environments—from MiFID compliance to emerging ESG requirements—whilst their proprietary platforms (Montlake and Cayman) provide scalable, institutional-grade infrastructure. This positions them as a trusted partner for sophisticated asset managers seeking consolidated, jurisdiction-agnostic fund solutions.
Waystone is a multi-jurisdictional fund solutions and administration provider headquartered in London, serving investment managers, fund sponsors and institutional investors across Europe, the Cayman Islands and the UAE. Rather than operating purely as a service provider, Waystone functions as an active fund operator, taking operational and governance responsibility for client assets.
The firm specialises in managing regulated investment funds across multiple jurisdictions, offering AIFMD and UCITS management company solutions in Luxembourg and Ireland, ACD services in the UK, and independent fund governance in the Cayman Islands. They operate the Montlake UCITS platform—a non-conflicted fund platform of choice—alongside their own managed funds and the Cayman Fund Platform.
Beyond fund management, Waystone delivers comprehensive administration services including trade execution, investment servicing, risk management and regulatory reporting. Their MiFID-compliant services support distribution across multiple markets, whilst their Swiss Fund Solutions enable representation of foreign funds. They have developed specialist ESG advisory and analytics capabilities to help investment managers establish and enhance their ESG offerings.
What distinguishes Waystone is their integrated approach: combining regulatory expertise with operational depth across multiple jurisdictions, reducing reliance on fragmented service providers. Their experienced teams navigate complex regulatory environments—from MiFID compliance to emerging ESG requirements—whilst their proprietary platforms (Montlake and Cayman) provide scalable, institutional-grade infrastructure. This positions them as a trusted partner for sophisticated asset managers seeking consolidated, jurisdiction-agnostic fund solutions.
Services offered
AIFMD and UCITS management company solutionsUK Authorised Corporate Director servicesCayman independent fund governanceTrade execution and investment servicingMiFID-compliant distribution servicesRisk management and regulatory reportingESG advisory and analyticsSwiss fund representation