Benjamin Newton, CFA

Experience

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  Ernst & Young

  Jul 2008 - Aug 2008

  Intern - Corporate Finance
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  Kleinwort Benson

  Jul 2009 - Sept 2009

  Intern

  Front Office, High Net Worth

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  Barclays Wealth and Investment Management

  Jul 2010 - Sept 2014

  • Manage over £170m of High Net Worth individuals’ and Restricted portfolios • Undertake fund analysis for Barclays Discretionary Investment Management, utilizing Morningstar, evaluating funds and blends for portfolio construction• Invited to be a member of the Barclays Investment Committee for fund selection • Responsible for covering Financials for the Barclays Equity Committee • Implement the Barclays SAA and TAA through security selection, portfolio monitoring and rebalancing as well as managing client queries and requests• Regularly update Private Bankers with portfolio changes and performance • Attend client pitches and reviews Show less During this role I was seconded to different areas of the business:-• Discretionary Investment Management• Worked alongside a team of Portfolio Managers providing analysis, responding to client enquires and producing pitch presentations• Undertook fund switches, investment of excess cash and Capital Gains Tax reviews• Facilitated regular portfolio reviews, analysed assets under management and examined client benchmarks for management• Investment Product Office, Absa, Johannesburg• Undertook fund analysis and developed fund factsheets for a fund of fund offering • Formulated a structured product portal for new issues and products in the secondary market • Produced investment research for Absa publications and investment marketing material• High Net Worth, Front Office • Aided the team in managing over £1.2bn of assets, working alongside Barclays highest revenue producing Private Banker• Helped generate revenue for the division by investigating trade ideas, product switches and prospecting • Prepared and attended client meetings, pitched new suitable investments and followed up enquires Show less

  • Portfolio Manager

    Jan 2013 - Sept 2014

  • Graduate

    Jul 2010 - Dec 2012
• 

  Credo Group UK

  Sept 2014 - now

  Portfolio & Fund Manager

  Fund Manager at Credo Dynamic:- Co-architect and co-manage a sterling multi-asset UCITS fund launched in July 2017.- The fund aims to deliver equity-like returns with lower volatility, consistently ranking within the top quartile of its peer group.- Winner of the 2024 Lipper Award for "UK Best Mixed Asset GBP Flexible Fund Over 5 Years."- Take the lead in selecting fixed income assets, collective investments (including investment trusts), and generating selective equity ideas.- Lead the fund's marketing efforts, representing it at conferences and pitching to institutional investors.Corporate Bond Portfolio Manager:- Responsible for company-wide corporate bond selection through in-depth fundamental analysis.- Undertake detailed fundamental analysis and produce credit research reports on a broad selection of companies.- Manage bespoke portfolios and produce model portfolios across multiple risk profiles and currencies.- Assets under management of over £250m for private clients & family offices.Wealth Management Professional:- Manage personalized portfolios for high-net-worth individuals, family offices, and affluent clients.- Deliver customized investment solutions encompassing fixed income, equities, collectives, and model portfolios. Show less