Integrating Offshore Investment Solutions
Investing overseas has always been a highly attractive prospect for investors with significant wealth, but one that comes with its own set of legal and procedural complexities. Choosing to invest offshore provides an opportunity to create a globally diversified portfolio that is well-positioned to generate long-term stable returns, can help weather large market movements in any one region, and protect against currency depreciation. To open up the many lucrative possibilities of offshore investments to our clients, Waterfield partnered with Zephyr Management, a global investment manager that has sponsored/managed 26 public and private market funds with total capital commitments of $1.6 Billion. The firm has invested across developed and emerging markets including the US. Mexico, Africa, India, Sri Lanka and South Korea through different market cycles. We help formulate an integrated global investment allocation strategy and and go the extra mile to ensure seamless and efficient execution.
Adding the satellite
With a strong adherence to the Core-Satellite approach of investing, we can complement the core to create customized portfolios that meet the client’s financial and investment objectives.
Crafted for unparalleled
ease of investment
Offshore Investments
- Financial and asset allocation plan
- Offshore investment identification
- Investment plan execution
- Tax efficient investment strategies
Detailed Reporting
- Detailed reporting across different geographies, currencies and asset classes
Periodic Reviews
- Monitor financial markets and highlight macro policy changes
- Comprehensive portfolio reviews
- Review offshore liquidity Requirements
Access to Services
- Low cost arrangements with product and service providers
- Access to legal and tax advisors
The legacies we build
Our bespoke services to bring your authentic vision to life.
Your access to rich insights
From experienced partners at the forefront of today's financial trends and beyond.
