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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.

Key features of our approach are:

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.