Investment Management
Investment Advisory, Strategic and Tactical Asset Allocation
Our in-house investment team is equipped to build sophisticated solutions designed to generate sustainable alpha. We empower our clients and advisors with the tools to efficiently screen and identify investment opportunities that align with each clients’ expectations, needs and risk profile.
We partner with the best asset managers aiming to deliver superior investment strategies based on an independent approach, guided by the clients’ risk profiles and personal needs. We propose and monitor tailored solutions and asset classes that strive to achieve the best possible outcome focusing on risks and expected returns.
We believe that long term Investment Strategy combined with the correct tactical asset allocation, are the long-term generators of performance.
Portfolio Analysis and Risk management
Our services include a holistic overview, due diligence, and detailed analysis of risk, reliability and effectiveness of current and future investments and projects for our clients.
Combining our expertise, developed over decades, and using the best technology available in the market, we ensure that the portfolio is always in-line with our clients’ wishes and risk profile.
Global Custody View and Consolidation
By selecting the best providers and combining their expert solutions, we give our clients access to a professional best-in-class consolidation platform, capable of analysing assets held in different banks, including illiquid assets such as private equity, Real Assets and Alternative Investments.
Our clients have uninterrupted access to see their consolidated portfolio and can quickly and easily see a detailed performance analysis, comprehensive risk metrics and much more with a simple click. This will allow our clients, to take educated decisions and help them prevent common traps including concentration risks and short-term liquidity problems.
Real Asset Advisory and Financing
Our team’s extensive experience places us in a privileged position to help our clients to structure the best possible deals ideal for their situation and needs. We are confident in our capacity to negotiate favourable terms, saving money for our clients in the long-run.
We have long-term business relationships with leading banks, investment funds, including funds focused on financing private projects and organising club deals to raise capital.
When it comes to financing real assets, our clients have certainly become well acquainted with just how diverse their needs are. Our team has extensive experience in finding solutions in:
Real Estate Financing (commercial and residential)
Corporate finance and optimising the capital structure of companies
Selection and Financing yachts and jets
Structured Lending
Complex Single Stock lending for private and public companies
Fund Raising
Private Equity, Club deals and Co-investment projects
We carefully select and build partnerships with international players in financial markets, providing our clients with access to a variety of private equity, and direct investment projects.
We proactively search for the best opportunities among direct investments in small and mid-caps.
Fee negotiation and optimisation of costs
Optimising costs of services is a topic that deserves special attention. We are convinced that our experience gained, being “on the other side of the table”, puts us in a superior position to directly or indirectly, materially renegotiate fees related to services that our clients are receiving from banks, lawyers and other service providers.
Our Clients will benefit from:
Economies of scale generated by Newfield Private Office
Professional expertise of our team
Vast experience in negotiating fees
Selection process and elimination of inefficient transactions
On-going third-party market analysis
We believe that the final cost to our clients, will be inferior to their current arrangements. This will come with a better, more comprehensive and holistic service. In other words, our model will guarantee a better service, lower pricing and allow our clients to consistently increase the efficiency on their investments.
