Navigating complexity with certainty

      Waystone leads the way in specialist services for the asset management industry.

      Partnering institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide. With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone is now serving assets under management in excess of $1Tn.

      Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence.

      What we do

      We are at the cutting edge of asset management services, working with our clients to build, support and protect investment structures and strategies.

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      How we do it

      By leveraging our expertise in the asset management industry and our far-reaching specialist services, we provide our clients with the necessary guidance and tools to pursue their investment goals with confidence.

      Who we’re here for

      We work directly with fund managers, yet our reach extends to the investors on whose behalf our primary clients work, as well as a wider asset management audience including COOs, CTOs, HR directors and beyond.

      Who we’re here for

      Helping you move forward with confidence

      Formed from a merger between DMS, MontLake and MDO, Waystone launched in March 2021 to create a leading, global governance and third-party management company that is unparalleled in terms of portfolio of services and talent.

      The agreement, driven by client demand, created a leading and unique service provider across multiple asset classes and jurisdictions. Waystone provides a robust and comprehensive service to clients, keeping pace with the rapidly evolving regulatory landscape.

      Waystone’s clients benefit from an expanded suite of services and a dedicated and highly-qualified staff based in well-established operations in Luxembourg, Ireland, the UK, North America, the Cayman Islands and Asia.

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      Community Matters

      At Waystone, we are committed to making a difference in the communities in which we operate. We are proud to support and work alongside a variety of charitable foundations that make a lasting difference.

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      Our core values shape our company culture and reflect our commitment to both our customers and our employees.

      01 Astute

      We aim to be astute — attentive to our clients and clear-sighted in our approach to challenges. It’s underpinned by a wealth of knowledge and expertise in the asset management industry as well as a determination to ensure our services are aligned with evolving client needs.

      02 Proactive

      We believe in the possible — it’s a mindset that shapes the positive relationships we set out to build with our clients. As a way of working it’s confident, responsive and forward-looking. It’s a cornerstone of the assurance and certainty we offer.

      03 Purposeful

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

      04 Inclusive

      Our global presence gives us a world view. We create inclusive working environments where everyone can be themselves.

      05 Principled

      We appreciate the responsibility our clients have to the investors they serve. In everything we do we ensure the highest professional, ethical and regulatory standards are met.

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      • Switzerland
      • New York
      • Singapore
      • Hong Kong
      • London
      • Luxembourg
      • Cayman Islands
      • Ireland