NEWTON ROSS Limited
Established in 2003, NEWTON ROSS is a registered Financial Services Provider (FSP#8141). NEWTON ROSS provides independent investment advisory services.
The firm was established by Mike Newton and Wayne Ross in 2003. NEWTON ROSS has its primary office in Auckland and a regional office in Tauranga headed by Alan Read.
NEWTON ROSS is a completely independent fee based firm with a strong personal client focus. The firm has a limited client base ensuring a high level of personal contact and advisory care.
New Zealand Discretionary Investment Management Services Limited (NZ DIMS)
Established in 2015 by the shareholders of NEWTON ROSS to be the licensed provider of discretionary investment management portfolio services (as newly required under the Financial Markets Conduct Act 2013) to NEWTON ROSS clients.
NZ DIMS provides the ongoing client investment portfolio management, while NEWTON ROSS provides the ongoing client investment advisory services.
NZ DIMS is operated by Mike Newton and Wayne Ross. All client funds are always held separately from NEWTON ROSS and NZ DIMS with an independent custodian to provide security of client funds.