About Us

About Us

Morgan Newfield is an independently owned financial management firm dedicated to preserving and generating the wealth our clients have entrusted to us over the long term. We are specialized in a number of financial management disciplines each tailored to meet the specific requirements of our clients.

Our business model is based on an integrated approach that seeks to combine the three main components that make up our service offering; private banking, investment banking and asset management.

Morgan Newfield's comprehensive range of expertise is available to meet the dynamic requirements of our sophisticated client base. Our holistic solution address all of your portfolio management needs, provides investment advisory services and considers tax efficient strategies as we plan the best course for your estate.

Preserving and generating wealth

Our long-term perspective to building and protecting the wealth of our clients is a responsibility that we take is earnest. In maintaining this responsibility we are committed to providing responsible advice that best serves the financial wellbeing of multiple generations.

Proactive management ethos

We believe that investors no longer have the luxury of committing to a more traditional buy and hold investment philosophy. Client assets under our management are actively optimized as we elaborate upon premium solutions that prioritize an absolute returns policy that focuses on a rigorous approach to risk management.

What we offer

Clients can avail themselves of our global financial management expertise that provides exposure to a full range of investment solutions throughout a number of asset classes:

  • Fundamental equity management in both developed and emerging market places
  • Quantitative equity management
  • Fixed income exposure to various bonds and money markets
  • Strategic asset allocation
  • Traditional and alternative multi-management