Newton provides specialist discretionary asset management services, designed to concentrate all of our expertise and experience toward meeting your specific investment goals and requirements. The process of building trust starts at your first meeting with us, before we begin to invest. We will outline a suitable investment strategy with you and explore your attitude to risk whilst bearing in mind your commitments and plans.
Bespoke portfolio management
Each person has a different investment requirement; consequently we manage a wide range of portfolios with different risk profiles, return objectives and income yields. Additionally, a bespoke service with an ethical investment policy is offered. We use a combination of direct investment and pooled funds, as appropriate, to achieve the chosen investment objective(s).
Since investment management is our sole focus, at the core of our financial solution is a robust and disciplined investment approach
Key features of our approach are:
- Bespoke portfolios in line with specific objectives
- Targeting a range of income levels
- peer group and tailored comparative indices
- A blend of asset classes to meet specific objectives
- Management of client specific ethical/SRI policies (including full ethical screening)
- A range of Newton pooled funds with specialist features may be utilised alone or blended together as required.
Our specialist investment teams, based in London, Edinburgh and Leeds, work closely together to debate and encourage investment ideas. This collaborative investment approach ensures our research is thorough and is crucial in identifying the companies that offer the very best prospects for growth. Our managers are accountable, however, and take individual responsibility for the investments they make for their clients. We also believe that ongoing dialogue between you, your advisers and our investment managers is the key to a long-term, successful relationship.