Waterfield prides itself on a culture built on over 80 years of customer-first service and ideology. Whether you are a corporate client, private banking client, investor, employee, or simply a friend, we put you first in every instance.
Today’s Waterfield is much different than the Waterfield of 1928. Our investment banking, asset management, principle Investments and financial technology companies handle multi-billion dollar transactions for oftentimes millions of customers, but our culture is the same. For more information on our culture, please click here.
Vice Chairman & Partner of the CEO & Board Practice in the Americas.
Rajeev V. Date
Former Special Advisor to the Secretary of the Treasury
Former Deputy Director of the United States Consumer Financial Protection Bureau
John E. Messervey
Founder and President of The National Family Business Council (NFBC)
Dominic Pang Yat Ting,
Chairman, Chun Wo Development Holdings Limited (0711.HK) – HKSE
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.