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waterfield advisors: Waterfield Advisors launch Discretionary Investment Services for India s HNIs

Waterfield Financial and Investment Advisors has introduced Discretionary Investment Services for HNIs and UHNIs. This service is a fee-based, multi-asset portfolio management system governed by a transparent, personalised investment policy statement that aims to align with an investor s interests. Waterfield will offer an execution platform for client investment, while its advisory approach will remain for the selection of portfolio construction and investment. The Discretionary Investment Services is customised for different segments offering the service uniquely tailored solutions to meet their needs.

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