Newton Capital Management Ltd is a large advisory firm based in London. It manages $5.12 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2001.
Newton Capital Management provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Newton Capital Management Ltd is $5.12 billion. The firm's AUM has grown by 5770% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Newton Capital Management Ltd for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jeff Munroe has been acting as President since 1 Feb 2002. Simon Tony Pryke has served as the Chief Investment Officer since 1 Jan 2012. Sophie West joined the executive team most recently as the Chief Compliance Officer.
The principal office where Newton Capital Management Ltd performs its advisory services is located at 160 Queen Victoria Street, London, Ec4 V 4 La, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 020-7163-9000. The normal business hours are 0900 - 1700 gmt on Monday - Friday. You can find more information about the New York firm at newton.co.uk.