Copyright © 2012-2025 Newman Jiang
Copyright © 2012-2025 Newman Jiang
Our detailed client knowledge is a big help to other expert professionals.
We believe that our clients, big or small, should experience more from the Wealth Management company they use than a fixation with the amount each has invested. That is why at Newman Jiang, we offer more.
Our approach is more holistic, more sweeping, and incorporates your future life goals and core relationships.
Our CEO, Martin Newman founded Newman Jiang in 2012. Disenchanted with the standard practices employed throughout the wealth management sector, he believed there had to be a better way to deliver expert advice. He felt that developing closer relationships with fewer clients and truly understanding what motivates them, what causes them sleepless nights, and how they plan to live out their lives should be the priority. This insight provides the foundations upon which the most suitable, bespoke wealth management services can be built.
Over time, our company has expanded the number of staff and the clients we care for. However, we have been mindful to ensure that our founding principles are not eroded as the business grows, and we still maintain a high staff-to-client ratio.
Our senior management team fully supports the continual professional development of all who work at Newman Jiang and reinforces our corporate belief in delivering exemplary service.
We consider that 'wealth management' is often used to exaggerate the services being offered and is frequently used to describe investment management and nothing else.
This is why we describe the Newman Jiang approach as being Authentic Wealth Management.
We aim to build deep and meaningful relationships and immerse ourselves in your life goals, challenges, and expectations.
That insight is the foundation that guides our financial planning efforts and the advice we offer.
The Newman Jiang Authentic Wealth Management approach has three central features, and taking them fully into account allows us to deliver a holistic and all-encompassing service.
Our detailed client knowledge is a big help to other expert professionals.
As part of the overall wealth management proposition, we are likely to recommend that clients engage the services of a local lawyer or accountant if they do not already have one. Having an up-to-date will and tax affairs that are in good order are essential in achieving the best financial results.
Our detailed knowledge of the client and their financial affairs can ensure everyone works from a mutually agreed strategic approach when collaborating with external advisors, such as lawyers or tax specialists.