Distribution Solutions - Waystone

      Distribution Solutions

      The European asset-raising environment is becoming increasingly challenging.

      Waystone* Distribution Solutions has extensive expertise in guiding you through the complex challenges you may face. As a distribution-led business, we provide you with market intelligence to help you achieve your asset-raising objectives.

      Why Choose Waystone for Your Fund Distribution Needs?

      With a track record in supporting fund managers’ internal sales teams and local distribution partners globally, we understand what is needed to raise money from European allocators.

      Our team of dedicated distribution and investor relations professionals have led and supported asset raising campaigns for some of the leading hedge fund and asset management firms in the world. Our key Fund Distribution Solutions include:

      • Access to the leading European fund distribution platforms.
      • Guidance on RFP management
      • Expert assistance on the creation of a suite of marketing literature.
      • Assistance with third-party country registrations and the co-ordination of tax reporting.

      International Distribution Solutions to Reach Your Asset Raising Goals

      We have a total focus on ensuring our fund manager partners reach their asset raising goals.

      Our distribution solutions include access to the leading European fund distribution platforms. We can provide guidance on RFP management as well as expert assistance on the creation of a suite of marketing literature. We can assist with third-party country registrations and the co-ordination of tax reporting.

      *Distribution solutions carried out by Waystone Investment Management (IE) Limited, who have been authorised and regulated by Central Bank of Ireland and Waystone Capital Solutions (UK) Limited who have been authorised and regulated by the FCA in the UK.

      Our fund distribution solutions can be broken into four categories: Investment Solutions, Distribution Advisory, Distribution Support, Distribution Services.

      Investment Solutions

      Our investment solutions provide active distribution, are investor centric & solutions oriented, and bring the best-of-breed managers to the market.

      Distribution Advisory

      • An advisory business to promote product growth
      • Assist management company clients with their distribution strategy in Europe to help maximise their asset raising capabilities
      • Analysis of marketing message, strategy and collateral along with product positioning amongst peers
      • Selective investor introductions
      • Host investor events & deliver sponsored market content

      Distribution Support

      • A robust MiFID cross-border distribution solution to facilitate our client’s distribution plans in Europe and the UK in response to growing regulation
      • Built for non-EEA and non-UK based fund managers to access these markets within a strong, flexible and regulatory compliant framework and accompanied with on-going oversight
      • Management of regulatory process of sale
      • Allows fund manager clients to maintain control of investor relationships

      Distribution Services

      • A range of distribution services to ensure our clients’ products can be efficiently accessed and maintained by investors in their target European regions
      • Services include:
        • Full service global registration
        • Cross-EU & UK distribution platform network access
        • Database dissemination and maintenance
        • Distribution agreement and rebate set up and management
        • Tax and regulatory reporting

      Investment Solutions

      Waystone aims to develop the highest-quality investment products in order to deliver value to investors. Our investment solutions provide active distribution, are investor centric & solutions oriented, and bring the best-of-breed managers to the market.

      Swiss Distribution Solutions

      Waystone is authorised and regulated to represent foreign funds distributed in Switzerland with a comprehensive service that includes fund representation, fund distribution services and arrangements with the paying agent bank.