We speak your language.
But mostly we listen well.
At Newport Partners, we work with and through professional accounting and legal advisors to serve affluent families.
We know that you are your clients’ trusted advisor. Our aim is to be a trusted resource to help you serve your clients better.
We believe we can offer much to support you in your practice.
To begin with, we speak your language. Our investment professionals have backgrounds in various disciplines – CAs, LLBs, CFPs as well as CFAs.
We rely on your expertise to complement ours as part of an integrated approach to solving the issues of our client.
We bring new ideas to help you expand your client relationships. Like our breakthrough approach to Individual Pension Plans (IPP) or corporate benefit plans, for example.
As evidence, a large portion of our business is earned through repeat referrals from advisors to business owners and high net worth individuals.
