We offer a range of services to Institutional (Professional) Investors and Individual (Sophisticated) Investors. These types of investors are what ASIC refer to as Wholesale Clients.

 

We also offer a range of services to offshore financial advisers and are approved discretionary investment advisers to a number of Guernsey & Isle of Man based platforms and life companies.

 

By becoming a client of Newport Asset Management you will have the ability to access specialised financial solutions and unique investment strategies supported by cutting edge investment platforms and state of the art trading technology.

 

We have structured a range of in-house portfolio management solutions and absolute return strategies that can be accessed by both individual and institutional investors "off the shelf". However, we also have the ability to structure tailor made investment solutions that will be specific to your unique investment objectives.

 

Some of the benefits of becoming a client of Newport Asset Management :

 

• Service - we provide the sophisticated solutions that wholesale clients require with retail service

 

• Our Approach - we provide you with more than just the traditional strategic approach to asset allocation and portfolio management

 

• Strategy - you will have access to Newport's proprietary Global Dynamic Asset Allocation strategy and in-house model portfolios

 

• Diversification - we manage capital across a broad range of asset classes including equities, listed property, commodities, fixed income, cash and are a strong proponent of the use of absolute return (hedge fund) strategies in client portfolios

 

• Transparency - clients have constant access to consolidated portfolio reporting on all of our chosen platforms

 

• Independance - we are not aligned to any other financial product provider and can therefore select what we think are the most efficient and cost effective platforms and products available

 

If you would like speak to someone about the services we provide, or assess yourself against the Wholesale Client criteria, please contact us