Metal Stairs on Wooden Facade

A BOUTIQUE

INVESTMENT

ADVISORY

FIRM

Specialising in Alternative Strategies and Solutions for HNW Individuals, Financial Advisers & Institutions around the world

 
INDIVIDUALLY MANAGED ACCOUNTS (IMA)

 

IMA portfolios managed to the particular investment goals and objectives of each investor

MULTI-ASSET MODEL PORTFOLIOS

 

Multi-asset, multi-manager model portfolios designed to allow AUD based investors to access our investment philosophy

SEPARATELY MANAGED
ACCOUNTS (SMA)

 

3 Separately Managed Account (SMA) model portfolios available via 2 Australian SMA platforms

 

ABOUT US

Newport Asset Management is an Australian based specialist investment adviser with a global focus

 

Our 20 years of experience in portfolio research, construction and management provides us with unique insights into investing across all asset classes both globally & in the Asia Pacific region

 

This knowledge and expertise is applied in targeting superior risk adjusted returns for our client's portfolios

 

Since 1995, Senior Management have been assisting institutions, advisers, families, individuals & SMSFs manage high-quality portfolios and we are committed to assisting our clients with long-term wealth creation

 

Our investment and trading strategies are developed in house and we are able to provide flexible and innovative solutions tailored to the exact investment requirements of our clients. We understand that your investment goals change over time & we work with you, or your financial adviser, to adjust your portfolio to reflect those changes over time

 

Newport Asset Management does not perform custodian duties; we are specialists in providing asset allocation, investment selection, portfolio construction, modelling, administration & wholesale trustee services to our clients.

 

We are a privately owned fee-for-service firm and are not tied to the products often associated with larger groups

 

Newport Private Wealth Pty Ltd (t/a Newport Asset Management) holds Australian Financial Services License

(AFSL) number 451 820

 

LEARN MORE...

 

OFFSHORE

SOLUTIONS

DFMi

 

A DFM solution for offshore investment-linked life insurance products

DFMp

 

Multi-Strategy, Multi-Manager model portfolios for USD & GBP based investors available via a Guernsey domiciled platform

INTERNATIONAL
 

OUR PHILOSOPHY

Targeting higher returns with lower risk 

The Global Financial Crisis in 2008 led many investors to re-examine some of the key assumptions that lie at the heart of their portfolios. Modern Portfolio Theory is highly compromised by the many assumptions it makes about risk premiums, volatility, correlations and investor/market behaviour. And the belief that Strategic Asset Allocation can sufficiently control systematic (or market) risk simply through diversification is flawed. Our Global Dynamic Asset Allocation strategy and the techniques we use in multi-asset portfolio construction deal specifically with the weaknesses in MPT and assist us in our aim to provide superior risk adjusted returns to our clients

LEARN MORE about what makes us different...

INDEX

SOLUTIONS

  • Unique multi-asset indexes comprised of Exchange Traded Funds (ETFs)
  • Based on quantitative research
  • Rules based / systematic
  • Absolute return oriented strategies
  • Trackable via ETF Managed Portfolios
Discover more about our unique index solutions...
 

MANAGED INVESTMENT SCHEMES (FUNDS)

 
WHOLESALE TRUSTEE SERVICES

 

We provide trustee services to investment managers targeting wholesale and institutional clients via unregistered ("wholesale") managed investment schemes (funds)

NEWPORT DIVERSIFIED INCOME FUND

 

A wholesale managed investment scheme (fund) targeting absolute returns via alternative assets and alternative strategies with a focus on yield generation

 
OUR MAILING ADDRESS

PO Box 24075

Melbourne VIC 3001

Australia

 

Email: enquiries(at)newportpw.com
Tel:  +613 9069 5870

 

Click Here to Find Us

CONTACT

Newport Asset Management

For any general inquiries, please fill in the following contact form:

 

WHOLESALE INVESTOR / JURISDICTION

 

By accessing this website you are confirming that you are an Australian wholesale client for the purposes of section 761G of the Corporations Act 2001 (Cth) or you are otherwise in a jurisdiction where it is not unlawful for you to access information about Newport's services and products. The information contained on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject Newport to any registration or other requirement within such jurisdiction or country. In particular, the information contained in this website is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities or services in the United States to or for the benefit of any person in the United States.

 

© 2020 Newport Asset Management

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Newport Asset Management

Newport Private Wealth Pty Ltd  (ABN 16 166 931 960)

Australian Financial Services Licence  451820

 

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