Investment management services

Newton has a long and proud history of investing on behalf of charities through the management of both pooled funds available directly to charity investors, and discretionary portfolios.

Our clients include:

  • Government bodies
  • Local authorities
  • Corporations
  • Trustees
  • Charities
  • Trade unions
  • Retail fund investors (via BNY Mellon)

Our investment management services are provided through both segregated portfolios and a wide range of pooled funds.

Our investment solutions

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Find out more about our investment solutions

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Our investment process

We combine a robust investment process with a commitment to excellent client service. Our clients benefit from the collaboration of a team of highly experienced investment managers, client managers and administrators.

In addition to regular client meetings, we encourage clients to visit our offices to meet those involved with the management and administration of their accounts and to gain a greater insight into our investment operations.

 

Our sole objective is delivering results for our clients

Contacts

If you have a question about our product range, please contact us.

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