Wingfield Investment Services

Wingfield Investment Services is emrg's Kenyan company that provides investment strategy advice to investment management institutions, foundations, banks, specialty finance companies, regulatory bodies, and institutional portfolio managers. We do not manage money, but advise on strategic asset allocation, draft and review investment policy statements, policy portfolios, and perform a range of financial analysis activities such as asset valuation. Bank consulting remains the cornerstone of our practice and we intend to continue training bankers and creating banking products such as asset-based supply chain finance facilities. As part of our work, we convene meetings to bring together the resouces and talents of institutions and individuals, especially focused on CFA Charterholders and Candidates in East Africa.

Functional: Strong, rich and diverse experience in Investment Strategy and Investment Policy, Strategic Asset Allocation, Credit Analysis, Financial Statement Analysis, Bankers Training, Modeling, Asset Valuation, Financial Product Design, Balanced Scorecard, innovative and practical solutions to customer challenges.

Specialties

• Investment Strategy and Policy
• Strategic Asset Allocation
• Banking and Investment Analysis
• Bankers Training, Curriculum and Workshop Delivery
• Developemt for SME sector
• Financial Relationship Management in Emerging Markets
• Executive Level Relationship Capacity
• Business Development and Marketing Development