© 2018 Newport Asset Management

  • LinkedIn Social Icon
  • Twitter Social Icon

Newport Asset Management

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

Australian Financial Services Licence  451820

 

Terms & Disclaimer

Newport Asset Management acts as sub-adviser to other investment advisers and to institutional asset managers. These firms appoint us to manage a portion of their client assets in a managed account utilising our Global Dynamic Asset Allocation strategy.

 

A managed account is a standalone structure in which we are solely appointed to implement our investment strategy. It is completely separate to any other portfolio/product under our management. The underlying assets of the managed account are therefore completely ring-fenced and held in the name of the account owner. Our contractual role covers only the investment decisions made within the account. We manage the portfolio within the managed account to a strictly defined mandate. The investment management agreement (IMA) can be commenced and terminated at any time.

 

By appointing us to a managed account, institutional investors will benefit from:

 

  • Access to our Global Dynamic Asset Allocation strategy

  • Absolute return strategy in the form of an ETF managed portfolio

  • A high level of transparency

  • Improved risk management

  • Liquidity

  • Control

  • Lower fees

 

We offer support to investment advisers and institutional allocators when presenting the product to new and existing clients, such as:

 

  • Client meetings in person or via video conference

  • Documentation support

  • Establishing separate custodian relationship if necessary

  • Proactive communication and updates

 

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