Waystone

Waystone

Asset management governance and risk services

Overview

Waystone provides governance, administration, risk and compliance services for the asset management industry. It partners with institutional investors, funds and asset managers to structure and support investment vehicles, handle regulatory duties, monitor risk, and manage admin tasks worldwide. Its end-to-end, integrated suite of services covers governance, administration, risk and compliance, backed by 20+ years of experience, differentiating it from fragmented providers. Its goal is to help clients manage and protect their investment structures and strategies so they can pursue their investment goals with confidence.

About Waystone

Simplify's Rating
Why Waystone is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Consulting

Financial Services

Company Size

1,001-5,000

Company Stage

Growth Equity (Venture Capital)

Total Funding

$39.5M

Headquarters

Dublin, Ireland

Founded

2000

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Simplify's Take

What believers are saying

  • September 2026 Skypark expansion signals sustained Luxembourg growth and hiring capacity.
  • September 21, 2026 ETF appointments support accelerating European product demand.
  • August 5, 2026 Lunate and May 27, 2026 Mackenzie wins expand recurring platform revenue.

What critics are saying

  • BIL Manage Invest integration and Allfunds Manco absorption strain operations through 2026.
  • ETF servicing faces brutal price compression from Northern Trust, J.P. Morgan, and Carne.
  • Any CSSF, CIMA, or SFC breach would damage mandates and trigger client flight.

What makes Waystone unique

  • Waystone combines governance, administration, risk, and compliance across 25 years.
  • Its Luxembourg UCITS hosting platform turns global managers into EU products fast.
  • Waystone’s ETF infrastructure won mandates from Pictet, Calamos, Lunate, and Mackenzie in 2026.

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Funding

Total Funding

$39.5M

Above

Industry Average

Funded Over

1 Rounds

Growth Equity VC funding comparison data is currently unavailable. We're working to provide this information soon!
Growth Equity VC Funding Comparison
Coming Soon

Benefits

Hybrid Work Options

Growth & Insights and Company News

Headcount

6 month growth

↑ 1%

1 year growth

↑ 0%

2 year growth

↑ 8%
Waystone
Sep 21st, 2026
News and events.

News and events. Everything Distribution has evolved from a commercial function into a complex regulatory and operational discipline. As asset managers expand across borders,... September 21, 2026 Waystone, a leading provider of specialist services to financial institutions, today announced two senior appointments to its European ETF business,... September 21, 2026 Waystone's Fifth Annual Ireland Summit returned to The College Green Hotel in Dublin, bringing together senior leaders, industry experts and... September 21, 2026 How operating models, governance frameworks and infrastructure are evolving alongside the institutionalisation of private markets. September 15, 2026 Challenge In recent years, a number of real estate investment managers approached Waystone to assist with bringing new real estate... September 9, 2026 8 September 2026 - Waystone, a leading provider of specialist services to financial institutions, has announced the relocation of its... September 8, 2026 Institutional capital continues to flow into private real estate strategies, but investors now expect more than just performance. Governance, transparency,... September 7, 2026 Across Europe, retirement policy is moving closer to capital markets. Governments want to improve long-term savings outcomes while giving individuals... September 7, 2026 Private markets managers are under pressure to launch products faster, serve more specific investor needs and expand across European markets... September 3, 2026 Private credit has entered a new stage of maturity. As managers move into more complex strategies, including asset-backed finance, specialty... September 1, 2026 Executive Summary August 19, 2026 Waystone, a leading provider of specialist services to the global asset management industry, today announced that its UAE business has... August 13, 2026 This Waystone Advisory reminds investment fund stakeholders of impending deadlines to be met, if they are contemplating formally closing a... August 11, 2026 Challenge As US hedge fund platforms expand internationally, managers increasingly encounter operational complexity arising from cross-jurisdictional fund structures. Supporting US... August 5, 2026 Waystone, a leading provider of specialist services to the asset management industry, has been appointed by Lunate, an Abu Dhabi-based... August 5, 2026 In this conversation, Paul Heffernan, CEO of ETFs at Waystone, sits down with Steve Palmer, Head of ETF Solutions at... August 4, 2026 Cross-jurisdictional fund structures have become a standard feature of the hedge fund industry as global expansion becomes a core growth... August 3, 2026 the operating model decision can no longer be deferred Investment Managers are facing a convergence of regulatory, cost, technology and... July 27, 2026 At the start of the year, Waystone made six bold predictions about where the European ETF market was heading in... July 27, 2026 This week, Waystone marks twenty years of operating in the UAE. It's an opportunity to reflect on how dramatically the... July 27, 2026 Private credit has established itself as one of the defining growth stories in alternatives. With assets under management expected to... July 22, 2026 The ETF suite is brought to market with the support of Waystone's European ETF solution, spanning product structuring, capital markets,... July 15, 2026

Waystone
Sep 8th, 2026
Waystone expands Luxembourg presence with new Skypark office.

Waystone expands Luxembourg presence with new Skypark office. September 8, 2026 8 September 2026 - Waystone, a leading provider of specialist services to financial institutions, has announced the relocation of its Luxembourg operations to a new office at the Skypark Business Center at Luxembourg Airport, marking a significant milestone in Waystone's continued expansion in one of the world's leading investment fund centres. The move reflects the sustained growth of Waystone's Luxembourg business and provides the capacity to support future expansion across its fund servicing activities. The new office brings together Waystone's Luxembourg team in a modern, collaborative environment designed to support innovation, client service excellence and long-term growth. The relocation follows a period of significant development for Waystone in Luxembourg, including the acquisition of BIL Manage Invest from Banque Internationale à Luxembourg (BIL) Group in October 2025 and the integration of the Allfunds Manco operation in 2026. These transactions further enhanced Waystone's Luxembourg management company capabilities and strengthened its position as one of the leading independent third-party service provider to financial institutions. Waystone will officially open the new office with an event on 14 September 2026, bringing together clients, partners, employees and representatives from across Luxembourg's financial services community. Luxembourg's Minister of Finance, Gilles Roth, will officially open the office, alongside the US, UK and Irish Ambassadors to Luxembourg, reflecting both Luxembourg's international outlook and its strategic importance within Waystone's global business. Luxembourg is a central part of Waystone's global strategy. From the jurisdiction, Waystone provides Management Company and Fund Administration services to asset managers across traditional and alternative investment strategies. Waystone has experienced strong growth in Luxembourg in recent years, supported by new client mandates, the expansion of existing client relationships and increasing demand for independent governance, oversight and servicing solutions. Denis Harty, Country Head, Continental Europe - Waystone, commented: "Luxembourg plays a central role in Waystone's European and global strategy, and our move to Skypark reflects our long-term commitment to the market. As our Luxembourg business continues to grow, it is important that we invest in the infrastructure, talent and capabilities required to support our clients' evolving needs. Bringing our expanded team together in a single location creates a stronger platform for collaboration, innovation and future growth, while reinforcing Luxembourg's position as a key hub within the Waystone group." Alexandra Serban-Liebsch, CEO, Waystone Management Company (Lux) S.A., added: "Luxembourg remains one of the most important fund domiciles globally and a key market for Waystone. Our investment in this new office reflects the continued growth of our business, the trust our clients place in us and our confidence in Luxembourg's future as a leading international asset management centre. We are proud to continue investing in our people, our capabilities and our long-term presence in the Grand Duchy." About Waystone. Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years' experience and a comprehensive range of specialist services to its name, Waystone helps its clients structure, operate and grow through its expertise, innovation and digitisation, backed by the operational scale to support global expansion. Waystone, a leading provider of specialist services to the global asset management industry, today announced that its UAE business has... August 13, 2026 Waystone, a leading provider of specialist services to the asset management industry, has been appointed by Lunate, an Abu Dhabi-based... August 5, 2026 The ETF suite is brought to market with the support of Waystone's European ETF solution, spanning product structuring, capital markets,... July 15, 2026 Waystone, a leading provider of specialist services to the asset management industry, today announces the appointment of Richard Larnder as... July 1, 2026

Asset Servicing Times
May 27th, 2026
Waystone to support Mackenzie Investments UCTIS fund structure.

Waystone to support Mackenzie Investments UCTIS fund structure. 27 May 2026 Canada Reporter: Zarah Choudhary Waystone is supporting the launch of a new Luxembourg-based Undertakings for Collective Investment in Transferable Securities (UCITS) structure for Mackenzie Investments' Quantitative Emerging Markets Large Cap Strategy. The strategy has been launched through Waystone's UCITS hosting platform in Luxembourg and will be made available to investors in selected European markets and the United Kingdom. Waystone is providing governance, administration, risk, and compliance services for the fund structure as part of the partnership. According to the firms, the launch reflects growing institutional demand for quantitative investment strategies and expanded access to European distribution channels through UCITS structures. The Mackenzie Quantitative Emerging Markets Large Cap UCITS provides exposure to large and mid-cap equities across emerging and frontier markets. Simon Bedard, head of EMEA Institutional at Mackenzie Investments says: "Assetservicingtimes is pleased to now offer qualified investors and institutions access to the strategies and performance from the Mackenzie GQE team. "This is another example of our ongoing commitment to increasing our presence in Europe and the UK, allowing us to reach more investors in global markets." Denis Harty, country head of Continental Europe at Waystone comments: "Assetservicingtimes is delighted to partner with Mackenzie Investments as they bring their quantitative expertise to the European market utilising Waystone's UCITS hosting infrastructure. "This launch underscores the strength of our partnership and reflects the growing demand from institutional asset managers for efficient access to global investors through well-governed UCITS structures." Next fund services article NO FEE, NO RISK 100% ON RETURNS If you invest in only one asset servicing news source this year, make sure it is your free subscription to Asset Servicing Times

Waystone
Apr 24th, 2026
Waystone Philippines awarded Great Place to Work(R) Certification.

Waystone Philippines awarded Great Place to Work(R) Certification. April 24, 2026 Waystone, a leading provider of specialist services to the global asset management industry, today announced that Waystone Philippines has been Certified(TM) by Great Place to Work(R), following outstanding results in the Great Place to Work(R) Trust Index(TM) survey. The certification recognises the strong workplace culture developed by the Waystone Philippines team. Survey feedback highlighted that a culture of diversity and mutual respect is a defining element of the employee experience, with colleagues identifying this as a key factor in what makes Waystone Philippines a great place to work. This positive and inclusive environment plays an important role in how teams collaborate and deliver for clients, reinforcing the high standards Waystone aims to uphold across its global business. This recognition follows Waystone's recent Great Place to Work(R) Certification in India, further highlighting the firm's ongoing commitment to fostering a positive workplace culture across its international offices. Great Place to Work(R) is the global authority on workplace culture, employee experience and leadership behaviours that drive employee retention, performance and innovation. The Certification(TM) is awarded based on direct employee feedback via the Trust Index(TM) survey, which measures engagement and satisfaction across areas including credibility, respect, fairness, pride and camaraderie. Francois Myburgh, Director of Waystone Philippines, commented: "We are extremely proud that Waystone Philippines has been recognised as a Great Place to Work(R). Our colleagues have been clear that diversity and respect sit at the heart of our culture, and we remain committed to fostering an environment where everyone feels valued, supported and empowered to do their best work." Alan Burke, Chief People Officer at Waystone, added: "This certification is well-deserved recognition of the positive and inclusive culture the Waystone Philippines team has built and is especially meaningful because it reflects the voices of our people. Creating an environment grounded in respect, fairness and opportunity is fundamental to our people strategy globally, and it is fantastic to see this reflected so clearly in employee feedback and recognised externally." About Waystone. Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to the global asset management industry. With more than 25 years' experience and a comprehensive range of specialist services, Waystone helps clients structure, operate and grow their businesses through expertise, innovation and digitisation, backed by the operational scale to support global expansion. About Great Place to Work(R). Backed by 30 years of data, Great Place to Work(R) is the global authority on workplace culture. Through its proprietary For All(TM) Model and Trust Index(TM) Survey, it recognises organisations that create consistently positive employee experiences and high-trust environments. Abu Dhabi, UAE (15 April 2026) - KraneShares, today announced the listing of two exchange traded funds (ETFs) - the... April 15, 2026 Waystone, a leading provider of specialist services to the global asset management industry, today announced that it has been Certified(TM)... March 25, 2026 Waystone, a leading provider of specialist services to the global asset management industry, today announced a strategic partnership with Allfunds,... February 26, 2026 Wahed, the world's leading Islamic fintech and investment manager, has today announced the launch of two UCITS ETFs that integrate... January 19, 2026 Waystone, a leading provider of specialist services to the global asset management industry, has retained its position as the UK's... January 7, 2026 Fenergo, the leading provider of AI-powered solutions for Know Your Customer (KYC), Anti-Money Laundering (AML), and Client Lifecycle Management (CLM),... December 3, 2025

Waystone
Mar 19th, 2026
Highlights from Waystone's annual Luxembourg Conference 2026.

Highlights from Waystone's annual Luxembourg Conference 2026. March 19, 2026 Tuesday, 10 March 2026 | Cercle Cité, Luxembourg Our sixth annual Waystone Luxembourg Conference brought together senior leaders and industry experts to share actionable insights on emerging trends and strategies for navigating change. Hosted at the prestigious Cercle Cité in Luxembourg, the event welcomed over 200 attendees from across our client base, partners and the wider asset management community. This year's theme, "Strategy, Influence and Opportunity in an Evolving World," set the tone for a dynamic programme of panel discussions and expert-led insights, offering fresh perspectives on today's rapidly changing investment landscape Key takeaways from the event included: From product to placement: navigating cross-border capital raising. * Capital is moving faster and concentrating more quickly, so managers need to stay agile and respond to constant market shifts. * Planning and structuring are critical, with success depending on getting the design right and aligning with investor needs. * Relationships and trust continue to drive outcomes, with consistent communication key to raising and retaining capital. * Sustainability is now mainstream, but expectations differ across investors, requiring more tailored approaches. Speakers. * Alexandra Serban-Liebsch - Head of Business Operations - Continental Europe, Waystone Selma Coffey - Head of Distribution Solutions, Waystone * Shayan Heidari - Portfolio Manager, Finserve Nordic * Michael Maldener - Conducting Officer Portfolio Management, Distribution and Marketing, Clearlake Capital Group Private capital in 2026: flow, Risk, and what "good" Looks like. * Europe presents strong growth potential in private capital, supported by increasing investor focus and favourable structural tailwinds. * Access to private markets is evolving and requires products that are specifically designed for a broader investor base. * Risk and governance are becoming increasingly important as markets grow more complex and scrutiny intensifies. * Maintaining competitiveness remains essential and is driven by regulation, the tax environment and industry collaboration. * Denis Harty - Country Head - Continental Europe, Waystone * Daniel Forbes - Head of Client Solutions - EMEA, Waystone * Claus Mansfeldt - Chairman, SwanCap Luxembourg * Tracey McDermott - Managing Director, Gemini Governance and Advisory Solutions We also heard from Waystone CEO, Sanjiv Sawhney, who shared an insightful update on the firm's strategic priorities across its core service lines, as well as its continued investment in Luxembourg as a key growth hub. he conference featured a keynote address by Andrew McDowell, who offered a compelling overview of the evolving global investment landscape, highlighting key trends and opportunities shaping international markets. The event concluded with a feature session from world-renowned entertainer Keith Barry, whose engaging presentation combined psychology and performance to challenge conventional thinking and offer a fresh perspective on influence and decision-making. Thank you to all who joined us. We look forward to seeing you at the next one! Welcome to our Cayman update which will provide you with a quarterly review of a wide range of Cayman Islands... March 5, 2026 On 31 December 2025, the Cayman Islands Monetary Authority ("CIMA") posted an industry notice informing of certain amendments to fees and payments... January 9, 2026 Welcome to our Q4 2025 Cayman update which will provide you with a quarterly review of a wide range of... December 15, 2025 We were delighted to host our annual Asia Pacific Summits in Hong Kong and Singapore, bringing together clients, colleagues, and... October 23, 2025 Our fourth annual Waystone Ireland Summit brought together industry leaders, innovators, and Waystone experts to explore the trends, challenges, and... October 20, 2025 Henry Glynn, Head of ETF Capital Markets & Distribution at Waystone ETFs, discusses the rise of active ETFs in Europe... October 6, 2025

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