Waystone in the UK
In the UK, Waystone has the depth of experience and scale to cater for all fund types and asset classes. The firm works in partnership with more than 80 asset managers to provide solutions to all investor types.
When coupled with its best-in-class Fund Administration and Transfer Agency solutions, Waystone provides end-to-end services tailored to meet all fund and investor needs. In addition, Waystone’s Compliance Solutions teams supports clients on many regulatory matters ranging from firm authorisation application to ongoing compliance monitoring.
The team of 500 professionals, based in London, Leeds, Belfast, and Exeter, brings broad expertise across multiple asset types including equities, fixed income, real estate, and hedge funds, along with strong technical skills in governance, risk, compliance and cyber security.
Services Offered
- UK Authorised Corporate Director services
- UK Alternative Investment Fund Manager (AIFM)
- AIFMD and UCITS ACD / AIFM Solutions
- Distribution Support
- Risk Management and Regulatory Reporting (ACD Lite)
- Long Term Asset Fund Solutions
- ISA Plan Manager Solutions
- Special Purpose Vehicle (SPV) Administration
- Closed Ended Fund Administration
- Private Equity / Real Estate Administration
- Corporate Services
- UK Transfer Agency Services
- ISA Administration Solutions
- CA Authorisation Support
- Compliance Monitoring Programmes and Support
- Cyber Resilience and Data Protection
- Compliance Outsourcing and Training
- Financial Crime Solutions
- ESG Solutions
- Skilled Person / Independent assurance reviews
- Regulatory Due Diligence Reviews
- IT Health Checks and Resolution Plans
- Internal Audit and Prudential Support
- Compliance Health Checks
Clients Served
- Asset and Investment Managers
- Institutional and Retail Investors
- Financial Institutions
- Private Banks
- Distributors
- Insurance Companies
- Family Offices
- Local Government and DC Pension Schemes
- Client Advisors and Consultants
Why Choose Waystone in the United Kingdom
- Largest Independent UK Management Company with over $126bn AuM
- Best-in-class Fund Administration Solutions with over $111 AuA
- Transfer Agency Services has an industry-leading 99% straight-through processing (STP) rate
- End to End Product Suite
- A member of AIMA, Global Fund Services, The Investing and Saving Alliance, The Investment Association