Why Choose Us
New Road Capital is an independent investment management company, specialising in Fund of Fund (FoF) and Discretionary Fund Management (DFM) services to assist financial advisers in offering their clients sound investment advice and effective implementation of that advice.
We know how time- and resource-intensive the process of assembling your own portfolio from various components can be, and we also know that getting it wrong can have increasingly severe implications. Thus, New Road Capital undertakes in-depth research of asset allocations and offers a competitive rate for this service.
New Road Capital partners with financial advisers who recognise the importance of the investment function and the long-term benefits of sharing the responsibility with investment specialists.
We offer two primary services to our clients, namely:
A cost-effective range of actively managed unit trust Funds of Funds (FoFs) that cover various client risk profiles and are available on the popular adviser platforms.
An adviser-orientated discretionary service whereby customised investment solutions are designed for your specific needs and exclusive use.
New Road Capital believes in a collaborative investment approach, whereby both active and passive investment strategies are employed. Additionally, a combination of quantitative and qualitative tools are applied to the construction of portfolios so that a balance between risk and reward is achieved. As a result, our solutions are specifically customised to your client’s risk profile, competitively priced, and aligned with market conditions at all times, offering a clear value add for financial advisers.
We know that you, as financial advisers, have various demands on your time but, by partnering with New Road Capital, a long-term partnership is formed that affords you the opportunity to focus on developing trusting relationships with your clients and growing your business.
Adviser Benefits
New Road Capital is an adviser-focused investment management service that offers you the following benefits:
We save you time
You do not need to spend so much time analysing the investment universe. Instead, you will have access to a specialised investment team, along with their systems and research, who can do this for you.
We save you worry
You do not need to worry about checking that each of your client’s portfolios is up-to-date and that the asset allocations are performing in-line with current economic conditions. All of this is done on your behalf and you can sit back, relax, and focus on other important aspects of your business.
We keep you and your clients up-to-date
We will send monthly email updates to you that include both performance and manager commentary. We will also prepare timely communications specific to each of the solutions your clients are placed in should there be a market shock, such as Nene Gate or Brexit.
We welcome communication
We improve the value proposition to you by giving you direct access to the management team and their expertise, should you or your clients have queries or feedback.
We have access to a large universe of investment strategies and funds
Your LISP arrangements might have limited access to the total investment universe, but we have access to a wide range of investment opportunities in our Funds of Funds.
We are knowledgeable
Our highly qualified team dedicates a lot of time into conducting research in order to cater to your clients’ needs, preferred levels of risk, and required long term performance objectives, saving you time and effort.
We offer your clients access to information
Your clients will receive access to exclusive events specifically aimed at providing them with information on their portfolios as a whole.
We work with you as a team
We work with you to offer your client a specialised investment team and eliminate the pressure of having to make tough investment decisions on your own.
Client Benefits
New Road Capital can benefit your clients in the following ways:
We ensure uniformity across client outcomes
By partnering with us, the adviser ensures that all client portfolios with a similar risk profile are treated equally, fairly, and uniformly regardless of the amount invested.
We keep clients informed
We ensure that clients are kept informed on a monthly basis and during times of economic change.
We offer a broad range of investment opportunities at competitive rates
We afford small retail investors access to professional portfolio managers at institutional rates, which are more cost-effective.
We offer peace of mind
By working with you as a team, and following a proactive investment approach, we offer your clients an extra layer of governance that can help put their minds at ease.
We select the best managers
Our extensive research allows us to select the best managers and strategies in the field, adding credence to your clients’ portfolios.
Tax benefits
Clients will not be impacted by Capital Gains Tax when we rebalance or switch between portfolios or asset classes within the Funds of Funds.
