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Our services
Our Services
Newton provides specialist discretionary asset management services, designed to harness all of our expertise and experience in meeting the specific investment goals and requirements of your clients.
The process of building trust starts at the first meeting between you and us. Before we begin to invest, we will discuss and agree a suitable investment strategy with you and your client to reflect the client's objectives and attitude to risk.
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, we are able to offer a bespoke, ethical investment service . We use a combination of direct investment and pooled funds, as appropriate, to achieve the chosen investment objective(s).
Investment management is our sole focus and, at the core of our service, is a robust and disciplined investment approach.
Investment management is our sole focus and, at the core of our service, is a robust and disciplined investment approach.
Key features of our approach are:
- Bespoke portfolios managed to meet specific objectives
- Managing for income
- Peer group and tailored benchmarks
- 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.
Teamwork
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 appropriate investment prospects. Our managers are accountable, however, and take individual responsibility for the investments they make for their clients. We also believe that regular dialogue between you, your client and our investment managers is the key to a long-term, successful relationship.



