Waterfield

Welcome to a Legacy of Trust.

Waterfield Group is a global investment banking, securities, and investment management company. It operates in three segments: Investment Banking, Trading & Principal Investments, and Asset Management Services.

Investment Banking

Investment Banking

Waterfeld’s investment banking division, Waterfield Montminy & Co. (CREO) and its affiliates, have managed over $155 billion in transaction value in over 50 countries in North America, Latin America, South America, Asia, Africa, and the Middle East.

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Trading and Principal Investments

Trading & Principal Investments

Waterfield maintains an investment program for its Principle’s equity. If you would like to invest alongside us, simply inquire about investing in our proprietary and preferred hedge funds, which is where we put the overwhelming majority of our investment Capital. Investment is by invitation only.

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Asset Management Services

Asset Management Services

Waterfield Asset Management, with over 1.8 billion under management, traces its roots back to 1928, with the founding of what became Waterfield Group, one of the largest private financial institutions in the country. Investing with Waterfield is by invitation only. Client Real Estate transactions are handled by Waterfield Luxury Properties, a division of Waterfield Asset Management.

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Waterfield Consulting

Waterfield provides consulting services in the following areas:

    • Accounting & Asset Management
    • Business Development
    • Estate Planning & Investments
    • Tax & Risk Management
    • Insurance & Agriculture
    • Private Banking
    • Regulatory & Legal

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Waterfield Investments

Waterfield has significant investments in the following industries:

    • Private Equity
    • Hedge Funds
    • Financial Technology
    • Asset Management
    • Merchant Banking
    • Restaurants & Casinos
    • Raw Land & Agriculture

What We Look For In An Investment

Waterfield Culture

Waterfield’s focus is on its culture, built on over 80 years of customer-first ideology.

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