NEWTON ROSS

NEWTON ROSS provides independent investment advisory services.  The firm is fee based only and has a limited client base ensuring a high level of personal contact and advisory care.  

Alvarium Wealth (NZ) Limited, trading as NEWTON ROSS is licensed to provide a financial advice service by the Financial Markets Authority-Te Mana Tatai Hokohoko.  You can check that Alvarium Wealth (NZ) Limited (FSP20861) is registered as a financial services provider and that the financial advisers are also registered at http://www.fspr.govt.nz 



New Zealand Discretionary Investment Management Services (NZ DIMS)

NZ DIMS provides investment portfolio management services for clients, while NEWTON ROSS provides clients with the ongoing financial advisory services.

All client funds invested through NZ DIMS are always held separately from NZ DIMS and NEWTON ROSS with an independent custodian to provide security of client funds.