Our Services

As independent Authorised Financial Advisers we can provide truly unbiased investment planning, investment management and asset consulting services.

Investment planning is done on a fixed fee for service basis. The fee is dependent on the complexity of a client’s circumstances and an agreed price is set before work is undertaken.

Investment planning is a ‘point-in-time’ analysis of a client’s present position and then developing investment strategies to meet their objectives. This includes creating consolidated balance sheets, cash flows, existing asset analysis, asset and portfolio risk analysis, investment efficiency and tax. We then create forecasts to help determine alternative and appropriate investment strategies for the future.

Investment management is our core service. We undertake individual client portfolio management to meet the requirements of each client. This is a discretionary service where clients provide NEWTON ROSS with authority to manage portfolios to strictly defined risk & return objectives agreed with each client.

NEWTON ROSS is inherently conservative and uses an investment approach combining a target strategic asset allocation for each client’s portfolio with high quality individual investments. NEWTON ROSS uses proprietory research to invest in a wide range of direct local and international assets and selected managed funds.

Our structured and disciplined approach to portfolio management has been proven over many years in both good and bad market conditions. Since inception in 2003, NEWTON ROSS has never recommended investments to clients that have collapsed or failed.

All investing requires a careful and planned approach. Having a framework and basis for making investment decisions is critical particularly, for professional and independent trustees. NEWTON ROSS provides asset consulting services to Charitable Trusts and Institutional investors. These include:

• Reviewing and establishing the investment requirements for the trust or entity.
• Developing Statements of Investment Policy and Objectives (SIPOS) and implementation plans.
• As required reviews of investment results to plan with recommendations.