Global Market

Gaining ground
on the
Global Map

Introduction

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.

STRATEGY

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.

OFFERINGS

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

Case Study

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.

Pharmaceuticals

Large Listed Rubber Chemicals Family

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

Deployment in new group company businesses
Financial portfolio
Unlisted investments

Pharmaceuticals

Large Listed Rubber Chemicals Family

Pharmaceuticals

Large Listed Rubber Chemicals Family

Consumer Appliances

Single Family Office

Deployment in new group company businesses
Financial portfolio
Unlisted investments

Pharmaceuticals

Large Listed Rubber Chemicals Family

Vault

Your access to
rich insights

From experienced partners at the forefront of today's financial trends and beyond.

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Entrepreneurs

UHNI

The Rise of Heir-preneurs in India

Unpacking why India’s next-gen is increasingly choosing entrepreneurship over inheritance.

•15 October 2026

An image with photographs of sports investors and business leaders, sporting equipment, and intersecting financial graphs.

UHNI

Family Office

Wealth Management

Alternative Investments

Family Fortunes and the Business of Sport

Why family offices own sports teams, what it takes to succeed, and what makes it all fall apart.

•15 October 2026

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Global Investment

HNI

UHNI

Wealth Management

Alternative Investments

Invest Through GIFT City: A Complete Guide to Getting Started

GIFT City offers NRIs a regulated route to invest without LRS limits. This blog covers investment options, the application process, and tax treatment.

•15 October 2026