Investment Managers
Address:
2 Festival Square
Edinburgh
EH3 9SU
Telephone: 0131 228 4477
Website: http://www.newton.co.uk
Fax: 0131 221 3558
Newton manages in excess of £38.1 billion* for private investors, pension funds, mutual funds, and charities. The firm was established in 1978 and operates from offices in Edinburgh, Leeds and London. The Edinburgh office is part of Newton’s Private Investment Management division and manages around £832 million* of assets.
Newton has a distinctive investment approach, one that is team-based and involves managers and analysts working together to deliver returns for clients. Newton follows a global approach to investment, seeking to identify the trends and themes that will determine economic and corporate performance over the longer term.
Newton is owned by The Bank of New York Mellon Corporation, one of the largest asset managers in the world, with more than $1 trillion in assets under management, and is the world’s leading asset servicer, with more than $20 trillion in assets under custody and administration*. Newton has a committed and active investment management style and operates with complete investment autonomy within the Group.
BUSINESS PHILOSPOHY
The Newton approach involves teamwork, diligent research, calm judgement, and a high level of personal service. It is underpinned by a total commitment to increasing the wealth of every client who puts their faith in us. Newton has a strong investment performance record, and this has been key to our ability to retain clients and grow the business.
SERVICES
In Edinburgh, the investment team manages funds on a discretionary basis for a wide range of clients. We combine the disciplines of a professional investment approach with a commitment to personal service. Clients come to us direct or through professional advisers. We work with the following groups of clients, and in each case, we have wide experience and specialist knowledge:
• UK and international private investors
• Scottish charities
• Pension funds.
For each client, we select the most appropriate blend of assets in order to ensure that the client’s core investment objectives are met. What sets us apart? The quality of our people, the strength of our investment process, and our investment performance.
*As at 30 June 2007
Company number: 01371973
(Newton Investment Management Limited is authorised and regulated by the Financial Services Authority)
Main Contact
Lynne Lamont - Director of Investment Management (Private Investment)
e: lynne_lamont@newton.co.uk
