These services are appropriate for individual clients or trustees with funds of £250,000 and over who wish to have their portfolios managed from the UK.  Please use this section to find out more about our discretionary portfolio service and the Specialist Pooled Fund Range.

Whether wealth has been created or inherited, whether your funds are in cash or an existing share portfolio, Newton provides a service for each client.  We believe investment should be straightforward, and your fund manager will provide a portfolio to meet your requirements.

We offer a discretionary portfolio management service, which is available either by direct investment in equities and bonds or by investing in these same instruments by way of Pooled Funds. Regardless of which route is chosen, the investments are driven by the same investment process. Subject to any tax considerations, the decision on which route to employ is the client's choice having considered the merits of both routes.

Your fund manager will help you decide the most appropriate structure for your portfolio and identify an appropriate benchmark against which to judge our performance. Finally, our comprehensive administration includes all the information you, or your adviser, require to produce UK tax returns.

Minimum Investment Levels
Pooled Funds £250,000
Direct Portfolio £500,000 (minimum for Scotland and Leeds £250,000)