Zephyr Wealth Advisory encompasses Zephyr Wealth (ZW) and Zephyr Management – Treasury Services (ZT). Zephyr Wealth is a global wealth management service focused on building portfolios for investors to help them achieve their financial goals. ZW offers investment solutions across all major asset classes including global equity, fixed income, and alternatives to develop strategies tailored to preserve and grow their purchasing power. Zephyr Management – Treasury Services is focused on treasury management solutions and other specialized strategies to help businesses manage their financial needs.
Every investor should aspire to own shares in the best companies in the world. Global market leading companies are headquartered in many different countries; however, their operations and customers are spread across the world.
Why should investors restrict themselves to one market when the best companies are found all around the world?
A portfolio of leading global businesses operating in many major economies will protect and grow wealth as measured by purchasing power because they grow at rates faster than inflation and operate in multiple correncies.
Investors should diversify the currency holdings of their investments to preserve the purchasing power of their overall portfolio and insulate it from a depreciation in any specific individual currency.
Megatrends are driven by structural shifts in the global economy enabled by technology. In this paper we cover how technological change is increasingly driving growth for businesses. Successful companies will need to find ways to scale in transformational growth trends, or “Megatrends,” changing the way we live and work.
ZW has identified three powerful megatrends reshaping global markets and how people live.
Zephyr’s philosophy is to construct portfolios to protect and grow purchasing power through investing in leading businesses that operate in most major economies.
ZW’s menu of core strategies prioritizes global diversification and blends all major asset classes for objectives ranging from capital preservation to high growth. ZW also creates satellite strategies that complement core funds in areas such as real estate, private equity, venture capital, gold, and thematic growth strategies.
With these strategies, investors are able to build diversified global portfolios that can help them achieve a variety of financial goals such as education, retirement, and protection of their purchasing power.
ZW actively manages the strategies for the current market environment with the aim of positioning our clients for the future and their financials goals and needs.
With multiple options for domicile and structure, ZW provides a platform for a wide variety of investor needs.
