Max Newman Email & Phone Number

With over 20 years’ experience working with investment managers, financial advisers and wealth managers, I remain passionate about helping people achieve their goals, by helping them start and continue to evolve their businesses and achieve superior client outcomes. We consider the building blocks of your ideal client proposition and how a sophisticated investment and client management solution can help to facilitate and develop it. I can offer support to individuals, groups of individuals and companies and do this in three simple steps: -►Understand you, your clients, your business and your goals►Help you understand the various ways to meet your needs►Deliver a sophisticated investment management solution for you to achieve you and your clients’ goalsMy clients include: -► IFAs, Wealth Managers, Accountants, and Solicitors that want to offer their clients an in house discretionary investment management solution► Investment Managers who want to run their own commercially independent business without having to compromise on revenue or investment process►Discretionary and Advisory financial advisers with a sophisticated investment proposition, looking for a platform that allows them to provide a superior service to their clientsI am familiar with the challenges and obstacles that investment individuals and companies face and want to help UK based wealth managers who feel there must be a better solution but haven’t yet found it. Please drop me a line or connect with me to find out more.Away from the office I’m also passionate about classic cars, motor racing, live music, dining, high quality print media, mid century design & architecture, and road cycling.

Listed skills include Wealth Management, Pensions, Financial Services, Investments, and 12 others.