CFO Appointment Waystone recently appointed a new Chief Financial Officer, signaling a focus on financial governance, scalable controls, and potential upsell of financial management and governance services to clients amid growth.

ETF Platform The launch of Muzinich AAA CLO UCITS ETF and the Calamos Autocallable Income UCITS ETF via Waystone’s white label platform highlights opportunities to cross-sell asset servicing, UCITS fund structuring, and ETF administration to existing clients and new managers expanding in Europe.

APAC Expansion Waystone is relocating its Hong Kong office and expanding in Asia-Pacific, creating a gateway for sales teams to offer governance, administration, and compliance services to regional asset managers and international clients entering APAC markets.

Partnership Momentum Recent partnerships with Mackenzie Investments and CloudCARDS indicate a receptiveness to white-label solutions, data integrity initiatives, and technology-enabled ops, suggesting opportunities to propose integration, data quality, and digitalization offerings to new and existing clients.

Scale and Security With a large workforce and SOC 2 certification, Waystone emphasizes scalable, secure asset-servicing capabilities, presenting a strong case to pursue larger asset managers and institutions seeking robust risk, compliance, and governance outsourcing.