Contact us - US

At Newton we have a single aim: to increase the real wealth of all our clients. We have an excellent performance record, and are proud of the industry recognition we have achieved for our overall service. At the core of Newton is a robust and disciplined investment process, combined with a strong team spirit.

We offer private wealth management to high net worth US investors. Each of our clients has direct access to a chosen investment manager and this is a key feature of our approach. The investment manager heads the client team, which includes an alternate manager and portfolio administrator, and is responsible for agreeing and implementing the appropriate investment strategy. The success of the service we offer is largely dependent on a close working relationship between client and investment management team and we encourage frequent contact and regular meetings to review both strategy and performance. These meetings are an important part of the investment process as they enable us to ensure we are managing clients' investments in accordance with their evolving requirements and wishes.

Each client has a different investment requirement; consequently we manage a wide range of directly invested portfolios with different risk profiles, return objectives and income yields. Every portfolio is constructed to meet clients' specific needs.

Should you wish to discuss our services please contact Carlos Rodriguez on +1 212 922 7331 or