Newport Private
Wealth

The two core portfolios are:

MWI Multi-Asset Balanced Model Portfolio (available in USD & GBP) 

The MWI Multi-Asset Balanced Model Portfolio holds a portfolio of managed funds.  50% of the portfolio (the portfolio core) will be invested in diversified absolute return strategies, and 50% of the portfolio (the portfolio satellites) will be invested in a mix of growth assets (equities, property, commodities) and defensive assets (fixed income securities, cash) through specialist fund managers.

The allocation to individual asset classes is managed on a tactical basis.  Underlying fund managers are monitored regularly on both quantitative and qualitative measures.

MWI Multi-Asset Growth Model Portfolio (available USD & GBP)

The MWI Multi-Asset Growth Model Portfolio holds a portfolio of managed funds.

50% of the portfolio (the portfolio core) will be invested in diversified absolute return strategies, and 50% of the portfolio (the portfolio satellites) will be invested in growth assets (equities, property, commodities) through specialist fund managers.

The allocation to individual asset classes is managed on a tactical basis.  Underlying fund managers are monitored regularly on both quantitative and qualitative measures.

Whilst the asset allocation does its job well, performance can be hampered by the restricted fund universes of the relevant platforms, and the high costs inherent in using life provider platforms and mirror funds.

They are a preferred outcome though compared to the only alternative for many people – a lack of investment process offered by their international financial adviser!

Newport Private Wealth say they charge one all-inclusive and transparent fee.

"We charge a fee for the investment management services we provide, as opposed to “commissions” or “loads” based on transactions. Our fees are based on the size and composition of your portfolio. As fiduciaries, we are not incented to trade or transact, but rather to protect and grow your investments. We are paid to do what you would do if you had the time and expertise to dedicate to managing your investments. Also included in our investment management fees are our wealth management services such as financial, tax, estate and succession planning – added value for your money."

What this doesn't tell you is that if you use a financial adviser or a family office structure this will be a charge on top, and there could be wrapper fees as well.

Newport's services are designed for individuals or families with a minimum of $1 million of investable assets or currency equivalent.

They also work with individuals who have high incomes, complex financial needs and/or significant illiquid net worth that merit integrated wealth management.

Clients with less than $1 million to invest are served by Lonsdale Portfolios, a division of Newport Private Wealth that provides discretionary investment management.