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Classic Portfolio Theory only identifies ‘Market Risk’. At Waterfield, we go beyond just market risk and analyse personal & aspirational risk so that you don’t just maintain your current lifestyle, but also enhance it.
Track portfolio performance with respect to different benchmarks across various asset classes and time periods to provide comprehensive analytics & reporting solutions to our clients.
We are capital allocators & not product distributors. Waterfield’s ongoing evaluation across asset classes & periodic evaluation with empaneled partners enables us to review and rebalance our clients’ portfolios based on selected market conditions.
The Waterfield Mobile App was awarded the ‘Best Client Facing Digital Innovation in Asia in 2021’. Experience a lightning-fast platform that tells you all about your wealth as well as insights that help you make better investment decisions.
The legacies
we build
Our bespoke services to bring your authentic vision to life.
Consumer Appliances
Single Family Office
This case study pertains to a Single-Family Office whose assets have been generated through the Promoter holdings of the family in one of India’ largest consumer appliance companies that was founded by the principal of the family office. The brand was sold to a foreign company in its entirety. Out of the proceeds received from the exit of the Company, the family carved out three portions of capital for the following:
- Deployment in new group company businesses
- Financial portfolio
- Unlisted investments
Pharmaceuticals
Large Listed Rubber Chemicals Family
This case study pertains to the various issues that arose for the Promoter of a large, listed rubber chemicals company after a family business separation. As a part of the family settlement, the Promoter needed to obtain access to a substantial amount of funds.
With many multi-layer entities being split between the family, the Promoter also needed to re-structure his various holdings / interests to simplify operations and be able to access the wealth in a tax-efficient manner.
FMCG
Single Family Office
This case study pertains to an ultra-high net worth family that has diverse businesses in the FMCG space. The family was in need to bring all its affairs under one roof and hence leveraged Waterfield’s expertise to set up a single-family office. Our team was responsible for executing the set-up,incorporating a family constitution and put in place a succession plan.
Pharmaceuticals
Large Listed Rubber Chemicals Family
This case study pertains to the various issues that arose for the Promoter of a large, listed rubber chemicals company after a family business separation. As a part of the family settlement, the Promoter needed to obtain access to a substantial amount of funds.
With many multi-layer entities being split between the family, the Promoter also needed to re-structure his various holdings / interests to simplify operations and be able to access the wealth in a tax-efficient manner.
Information Technology
Promoter of a listed IT Company
This case study pertains to a listed company in the pharma space. The business is run by a third-generation family member. The firm has a professional management team, business interests across the globe and members of the family are amongst the top billionaires in India.
Consumer Appliances
Single Family Office
This case study pertains to a Single-Family Office whose assets have been generated through the Promoter holdings of the family in one of India’ largest consumer appliance companies that was founded by the principal of the family office. The brand was sold to a foreign company in its entirety. Out of the proceeds received from the exit of the Company, the family carved out three portions of capital for the following:
- Deployment in new group company businesses
- Financial portfolio
- Unlisted investments
Pharmaceuticals
Large Listed Rubber Chemicals Family
This case study pertains to the various issues that arose for the Promoter of a large, listed rubber chemicals company after a family business separation. As a part of the family settlement, the Promoter needed to obtain access to a substantial amount of funds.
With many multi-layer entities being split between the family, the Promoter also needed to re-structure his various holdings / interests to simplify operations and be able to access the wealth in a tax-efficient manner.
FMCG
Single Family Office
This case study pertains to an ultra-high net worth family that has diverse businesses in the FMCG space. The family was in need to bring all its affairs under one roof and hence leveraged Waterfield’s expertise to set up a single-family office. Our team was responsible for executing the set-up,incorporating a family constitution and put in place a succession plan.
Pharmaceuticals
Large Listed Rubber Chemicals Family
This case study pertains to the various issues that arose for the Promoter of a large, listed rubber chemicals company after a family business separation. As a part of the family settlement, the Promoter needed to obtain access to a substantial amount of funds.
With many multi-layer entities being split between the family, the Promoter also needed to re-structure his various holdings / interests to simplify operations and be able to access the wealth in a tax-efficient manner.
Information Technology
Promoter of a listed IT Company
This case study pertains to a listed company in the pharma space. The business is run by a third-generation family member. The firm has a professional management team, business interests across the globe and members of the family are amongst the top billionaires in India.
Consumer Appliances
Single Family Office
This case study pertains to a Single-Family Office whose assets have been generated through the Promoter holdings of the family in one of India’ largest consumer appliance companies that was founded by the principal of the family office. The brand was sold to a foreign company in its entirety. Out of the proceeds received from the exit of the Company, the family carved out three portions of capital for the following:
- Deployment in new group company businesses
- Financial portfolio
- Unlisted investments
Pharmaceuticals
Large Listed Rubber Chemicals Family
This case study pertains to the various issues that arose for the Promoter of a large, listed rubber chemicals company after a family business separation. As a part of the family settlement, the Promoter needed to obtain access to a substantial amount of funds.
With many multi-layer entities being split between the family, the Promoter also needed to re-structure his various holdings / interests to simplify operations and be able to access the wealth in a tax-efficient manner.
FMCG
Single Family Office
This case study pertains to an ultra-high net worth family that has diverse businesses in the FMCG space. The family was in need to bring all its affairs under one roof and hence leveraged Waterfield’s expertise to set up a single-family office. Our team was responsible for executing the set-up,incorporating a family constitution and put in place a succession plan.
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