Bespoke Licensing and Administration Solutions for Australian Wholesale Funds.

At Wicklow, we specialise in tailored licensing, trustee and administration solutions for wholesale investment businesses.

From a single specialist function to full end-to-end support, our offering is scalable to your needs.

Whether launching a fund, strengthening governance or refining operations, we reduce complexity, support compliance, and provide a stable foundation for long-term growth.

Our Approach is:

We support the structure,
so you can drive the strategy.

Why Wicklow

A trusted partner for wholesale fund managers

A trusted partner for wholesale fund managers, family offices, and advisers who value agility without compromising compliance.

With Wicklow, you gain:

  • Personalised pathways – licensing arrangements for approved applicants

  • Strong governance – clear policies, frameworks, and oversight

  • Proactive compliance – dedicated support, monitoring, and supervision

  • Operational efficiency – streamlined onboarding, registry, and back-office

  • Industry insight – decades of wholesale market and fund operations experience

  • Long-term support – scalable solutions that evolve with your business

Our Services

Services designed to operate independently or as part of a cohesive solution, choose from:

Trustee & Custodial Services

Trustee & Custodial Services

Secure, transparent, and tailored for wholesale structures.

  • Trustee services for wholesale fund structures (AFSL 238198)

  • Incidental custody arrangements

  • Account establishment and transaction monitoring

  • Cash management and record-keeping in line with fund mandates

Wholesale Licensing

Wholesale Licensing

Licensing arrangements available to approved candidates.

  • Authorisation under Wicklow’s licence (AFSL 238198), subject to approval

  • Structured onboarding and induction

  • Ongoing compliance monitoring, audits, and reviews

  • Governance frameworks, policies, and AML/CTF tools

Investor Onboarding

Investor Onboarding

A smooth, compliant investor experience.

  • KYC and beneficial ownership verification

  • AML/CTF risk assessments and sanctions screening

  • Online application and ID verification

  • Responsive support for investor queries

Registry & Fund Administration

Registry & Fund Administration

A reliable back office that keeps investors informed.

  • Unit registry and transaction processing

  • Distribution calculations and payments

  • Secure 24/7 investor portal

  • Periodic statements and communications

Compliance & Regulatory Support

Compliance & Regulatory Support

Stay ahead of obligations with tailored guidance.

  • Compliance programs aligned with ASIC

  • Risk frameworks and monitoring tools

  • Audit preparation and reporting

  • Ongoing reviews and updates

Our Team

Our Team

Peter Cozens

Managing Director

Peter has over 40 years of financial services experience, including managing a successful alternative hedge fund and operating a wholesale fund services business. He brings deep insight into the practicalities of running wholesale funds and guiding strategic growth.

Corinne Schmitt, AGIA

Chief Operating Officer & Head of Compliance

Corinne is a governance and compliance professional with extensive experience across financial services and corporate operations. She leads Wicklow’s day-to-day delivery of registry and compliance services.

An Associate Member of the Governance Institute of Australia (AGIA), Corinne holds qualifications in governance, risk and financial markets.

Scott Hill

Responsible Manager/ Non-Executive Director

Scott brings more than four decades of experience in institutional markets, with a focus on FX, derivatives, and capital markets infrastructure. He contributes strategic insight to the firm’s governance and direction.

Insights

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Contact us

Looking for a trusted partner? Let’s start a conversation.

Whether you’re launching a fund, refining your back office, or seeking consistent support, we’d love to help.

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