Newport
Private Wealth

Newport manages multi-asset, multi-manager portfolios using a combination of absolute return managers, relative return managers and passive index tracking ETFs.

The DFM is an established service that has been managing money on behalf of financial advisers for over 10 years and is available for both single and regular investment plans.

Newport Private Wealth's DFM services are primarily of two types:

1. DFMi: Multi-asset risk-profiled model portfolios for regular premium investment-linked life insurance policies.
2. DFMp: Multi-asset risk profiled model portfolios for Isle of Man and Guernsey domiciled platforms.

Newport provides model portfolio services for policy/account holders of Isle of Man & Guernsey based life policies & platforms.

This service combines the asset allocation and fund management skills of Momentum Global Investment Management Ltd with the fund research and portfolio construction of Newport.

The model portfolios they provide are:

• Cautious,
• Balanced,
• Growth and
• High Growth model portfolios.

These are available in base currencies of US Dollar, Sterling and Euro.

The DFMi service is currently available for offshore regular premium investment-linked life policies offered by:

• Old Mutual International (Isle of Man)
• Friends Provident International (Isle of Man)
• Hansard International (Isle of Man)
• RL360 International (Isle of Man)

The DFMp service offers risk profiled model portfolios via the following platforms:

• Momentum Wealth International (MWI) - Guernsey
• Capital International Group (CIG) - Isle of Man (subject to demand)

Once Newport Private Wealth will processes an application and adds the policy to the DFMi database, they will generate and submit all deals/switches required to move the policy into the selected model portfolio.

They will carry out any ongoing dealing / switching that is required and will report quarterly on portfolio performance and market commentary.

NOTE:

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