Investment teams

In-house research is the keystone of our investment process. Our global research team is organised by industry, not segregated by geography.

Analysis is a career at Newton, not an interim pathway, and our global research analysts are experts in their fields. Their output is complemented by specialist focus from our regional investment teams, and the interaction between our analysts and our investment managers.

Our global research team comprises specialist analysts in the following areas:

We offer specialist knowledge and both bespoke and pooled investment solutions for a broad range of charity clients. Our team is committed to the charity sector: our managers have an average of 20 years of experience working with charitable funds, and many act additionally as trustees.

Our global team comprises experts in:

We manage a range of global strategies and contribute to the wider research, analysis and debate within the firm.

Core global equity strategies are complemented by international (ex-US), opportunities, equity income and small-to-mid-cap focused portfolios. Our global equity model group determines a model portfolio which acts as a template, from which other portfolios can be constructed.

Our multi-asset strategies encompass both absolute-return and relative-return mandates. We have extensive experience in managing portfolios which invest across the broad global investment universe of assets, and which have the freedom to control asset allocation and security selection according to long-term objectives.

The investment risk team conducts independent and comparative analysis of all of Newton's portfolios. The team supports the wider investment risk group and the chief investment officer through its analysis of portfolio construction and risk profiles.

We manage portfolios on behalf of individuals and trusts, with a focus on personal service. All of our strategies across Newton are managed in line with our global thematic investment process, and reflect the interaction of our global research analysts and specialist investment teams.

Our Asian, European and UK specialist teams manage a range of income-focussed and core equity portfolios, bringing Newton's global thematic perspective to our clients who wish to diversify their overall investment portfolios by focussing specifically on a particular region.

Additionally, these teams provide analysis and opinions on their areas of focus, and specialist guidance to the wider investment team.