Gaining ground
on the

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.