Our Advisory Process
If you would like to find out more about our services and obtain additional information, please feel free to contact us.
We analyse your financial situation and understand your objectives and goals before developing future scenarios.
We evaluate and choose an investment philosophy, including specific proposals for individualized wealth management and asset structuring solutions.
We review your asset situation and objectives regularly, making any necessary updates or changes.
We implement the selected service, manage the assets and provide performance and risk monitoring through independent third parties.
Our advisory is always the right choice for you. We maintain an extensive network of private banks and product manufacturers gaining access to a robust pipeline of bespoke solutions for high net worth individuals, multifamily offices and institutions.
At Greenfield Advisory, our investment process is centred on a “Tripartite Relationship”. Our specialists regularly evaluate the global economy and produce well-founded forecasts to determine the optimal mix of asset classes, markets and currencies in Greenfield’s investment policy. This policy is then approved and implemented effectively on your behalf by our experienced team.
Greenfield Advisory identifies opportunities in fixed income and hedge fund investments which we filter from a universe of funds, bonds and various specialist funds presented to us by several private banks. We then select specialist funds focusing on emerging markets to construct portfolios for our clients as per their risk reward metrics.
Establish banking relationship with the Bank.
Advise and/or manage clients’ wealth.
Offer product platform, reporting, technology solutions,
Execution services and access to specialists.
Our investment approach is to identify sectors with robust growth and subsequently invest significant time and resources researching these sectors to ascertain attractive business models.
We offer comprehensive advice and a suitable investment strategy that takes into account your long term goals, risk capacity and financial position. We always believe in transparent bespoke investment strategies based on your target returns.
You will always have access to first-class investment specialists who understand your individual requirements and will protect your assets and prevent the duplication of costs at every stage of the investment process.
Against this backdrop, we believe you can delegate the management of your portfolio to us as we are fully committed to achieving your investment goals.
Money market fund.
Money market deposit
Certificate of deposit
Interest rate hedging
Spot, forward and
OTC vanilla and exotic
Hedging, investing, financing and leverage,
Oil and refined products.
Base and precious metals.
Coal, soft and emissions.
Partnership with Glencore, minor metals and
Investment and Non-Investment grade bonds.
Emerging markets bonds.
Interest rate hedging.
Our aim is to work with you to maximise and preserve your assets and wealth for your future generations. Our expert capabilities and competitive edge assures a sound financial position.
We work with independent management trust companies in many strategic locations including Singapore and Hong Kong*. Our expert advisors comprise of trustees, lawyers and accountants with broad experience and deep technical understanding of cross-jurisdictional tax and legal issues. We have a comprehensive problem-solving structure that enables us to rigorously execute efficient solutions to meet your varied and complex needs.
With an extensive global platform and vast resources, we are able to provide a range of product offerings and sophisticated solutions for entrepreneurs and High-Net-Worth clients.
*Greenfield Advisory is not licensed to render tax or legal advice. We therefore recommend that our clients discuss their estate planning needs with their independent professional advisors. While Greenfield Advisory does not provide insurance products/services, we will refer you to licensed insurance brokers who are able to cater to your needs.