We currently offer a range of investment solutions and services to financial advisers and accountants. We have developed services and solutions that meet the real needs of advisers and their clients using the very latest platforms, products and proprietary in-house strategies. We offer:


  • Total portfolio management

  • IMA Model Portfolios

  • Asset allocation strategy & consulting

  • Direct managed account solutions

  • SMA model portfolios

  • Investment/Advisory Committee positions


We are the investment manager for three SMA Model Portfolio products that are available on the following SMA platforms:



Advisers who utilise the SMA platforms above can gain access to our strategies by allocating a portion of their client portfolios to the Newport Private Wealth SMA Model Portfolios via the relevant menus


If you would like speak to someone about the services we provide, please contact us