Diverse Portfolio Management
Portfolios may span equities, options, futures and digital assets, with allocation determined by the mandate's objectives and risk tolerance rather than a single house view.
Trust Business
Managing Your Investments with Precision
We approach portfolio management through proprietary quantitative methods designed to navigate market complexity, with diversification and transparent reporting at the centre of how we work.
What defines our approach
Trust mandates are long-term by nature. We build them around process, documentation and clear communication rather than short-term positioning.
Quantitative Expertise
Our team of analysts and data scientists brings statistical modelling and market experience to portfolio construction, monitoring and periodic reassessment.
Commitment to Transparency
Clients receive clear reporting on how portfolios are constructed, what they hold, and the fees and costs that apply. We would rather over-explain than leave a client guessing.
Client-Centric Approach
Every relationship starts with a personal consultation covering objectives, time horizon, liquidity needs and tolerance for loss, and is revisited as circumstances change.
Data-Driven Decisions
We rely on systematic evidence rather than discretionary forecasting, and we document the reasoning behind portfolio changes so decisions can be reviewed after the fact.
Structured for the Long Term
Trust and family asset arrangements are structured with succession, governance and continuity in mind, coordinated with your legal and tax advisers.
Working together
A conversation before a proposal
We do not present a portfolio before we understand the mandate. The first step is always a consultation to establish what the assets are for, over what period, and how much variability you are prepared to accept along the way.
We coordinate with your existing legal, tax and accounting advisers rather than replacing them, and we will say plainly when a mandate falls outside what we can serve well.
- Objectives. What the assets need to achieve, and by when.
- Constraints. Liquidity needs, tax position, and any holdings or sectors to avoid.
- Risk tolerance. The level of loss you are prepared to tolerate, documented explicitly.
- Governance. Reporting cadence, decision rights and review points agreed in writing.
Important information. This page describes services and methodology only. It is not investment, legal or tax advice, and it is not an offer or solicitation. Trust, estate and tax matters are governed by law that varies by jurisdiction; NEW EIC does not provide legal or tax advice, and you should consult qualified legal and tax advisers regarding your own situation.
No performance figures are presented on this page, and nothing here should be read as a projection, guarantee or assurance of any investment result. Investing involves risk, including possible loss of principal. Past performance is not indicative of, and does not guarantee, future results. Services are provided pursuant to a written agreement and are subject to client eligibility and applicable regulatory requirements. See our full disclosures.
Talk to our team
Tell us what you are trying to achieve and we will tell you honestly whether we are the right firm to help.