Why choose us

At Morgan Newfield we understand that some investors prefer to be in control of their own investment decisions and therefore seek the services of a professional firm to assist with the implementation of transactions and to capitalize upon additional benefits that come through the engagement of such a service.

Working with Morgan Newfield as a guide to improved investment performance presents a value-added proposition as we not only gain an understanding of you as an investor but are able to tailor solutions that align with your objectives.

Morgan Newfield wealth advisory proposition

The present era of wealth management has witnessed a transformation from a rigid role into a more dynamic, event driven process that is built around risk adjustments and structured financial science.

Planning around your profile

Understanding your goals and requirements enables your wealth advisor to implement a plan focused on an ultimate future objective.

Research capacity

Our global focus provides you with direct access to contemporary research across asset classes and regions. Our recommendations are diligently researched, shortlisted and stress tested against a sequence of potential events.

Exceptional professionals

Leverage upon our expertise. Our professionals are globally experienced to advise on the effects of market movements and to recommend adjustments to your asset allocation spread.