Why NEWTON ROSS

We have a set of core attributes that when combined deliver the best 'in market' service.

True Independence and Objectivity

True independence is getting hard to find these days. NEWTON ROSS is completely independent and objective. We do not issue securities or products and we have no financial interest in any of the underlying products or services we may recommend.  All investments are external to NEWTON ROSS.

We operate on a fee for service basis. We receive no commissions or other forms of remuneration or incentive from anyone. We are only paid from one source, our clients.

Our independence allows us to be totally objective when building strategies for clients. There are no hidden agendas or biases which means our recommendations are made with the sole purpose of achieving a client’s objectives.

Personal Focus

Successful wealth management is planned and starts with a clear and ongoing understanding a client's requirements. Every client has a different set of circumstances and needs.

Each strategy we develop and every portfolio we build is individually optimized and customized to meet a client's  specific objectives. We measure the performance of any portfolio against the client’s own benchmark.

As a deliberately  boutique organization we ensure clients can maintain direct access to us as their advisers.

Investment Experience

The firm's advisers have substantial experience and expertise in designing investment strategies and undertaking investment portfolio management.

At NEWTON ROSS, we have adopted the best institutional fund management techniques for application at an individual client portfolio level. Our experience and knowledge benefits our clients by ensuring investment is undertaken according to a robust and rigorous process which has been tested through many economic and market cycles.

Client portfolios are constructed within specific risk and return tolerances and designed to achieve absolute returns.

Separation of Client Funds

Client investment portfolios are held with an independent custodian (the Aegis Service owned by ASB Bank) separating clients funds from NEWTON ROSS at all times.

Investment Track Record