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REVIEW SUMMARY

Newport Private Wealth

Newport Private Wealth is an Australian-based discretionary specialist portfolio management firm with an Australian Financial Services Licence. 

Services are largely aimed at institutional and ‘sophisticated’ retail investors, rather than the broader individual investor market.

Newport describes itself as a “Boutique Investment Management Firm". Their investment and trading strategies are developed in house which gives them more flexibility.

Newport Private Wealth are NOT licensed or regulated in jurisdictions outside of Australia such as the United Arab Emirates, Singapore, Hong Kong, Thailand, the United States and the United Kingdom for example.
Overview
FAQ
Customer Reviews
Expert Verdict

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:

We would recommend reading the 'expert verdict' section of this independent review to make an informed decision.

 

The Pros

> Strong brand
> Secure
> Existing business administration

The Cons

> Expensive way to invest
> Active methodology is academically questionable
> Pays retrocession commission to your adviser which can create conflict
What currencies are the model portfolios available in?

These are available in base currencies of:

  • US Dollar,
  • Sterling and
  • Euro.
What are the benefits of Newport Private Wealth's DFMi services?

The benefits, as stated by Newport Private Wealth, are as follows:

  • Model portfolio construction 
  • “Satellite” fund research and selection 
  • Ongoing model portfolio monitoring and management
  • Core and Satellite fund performance monitoring 
  • All portfolio dealing / switching is taken care of
  • Quarterly portfolio reporting via the NAV Global system is done.

Excellent service

I've been a client with Newport Private Wealth for 7 years - I'm comfortable recommending Newport. 

Their attention to every client detail is second to none.

Expert assessment of Newport Private Wealth

While Newport Private Wealth is a respected name that provides a range of international actively managed DFM solutions, we believe that there are still better, more cost-effective alternatives available.

If you already have a Discretionary Managed Portfolio with Newport Private Wealth and it is worth £250,000 or more, we strongly recommend you seek a Second Opinion to ensure you are on track to get and keep the life you want.

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