Newton Investment Management (North America) Ltd is a large advisory firm based in London. It manages $6.08 billion of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2016.
Newton Investment Management (North America) 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 Investment Management (North America) Ltd is $6.08 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 19% since the beginning of its operation, and $835 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Newton Investment Management (North America) 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.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Helena Morrissey is investment companies with 9 clients and $3.85 billion of assets under management. Among the 10 most similar advisory firms, Newton Investment Management (North America) has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $5.88 billion for 21 clients. 12% of the firm’s clients are foreign persons or businesses.
Newton Investment Management (North America) doesn't advise any private funds.
The company employs 114 people that are either part- or full-time employees. 54 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Helena Morrissey has been acting as President since 1 Mar 2002. Kevin James Carter joined the executive team most recently as the Non Executive Director.
The principal office where Newton Investment Management (North America) 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 +44-20-7163-9000. 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.