Newton Investment Management Group
Bhavin Shah, CFA, is an experienced fund manager at Newton Investment Management since June 2011, overseeing approximately £5 billion in multi-asset and equity portfolios with a focus on income and ethical constraints for various clients, including corporate entities and endowments. Key responsibilities include leading multiple funds such as the Newton Sustainable Growth & Income Fund and the Newton Socially Responsible Investment fund, while playing a vital role in global investment decision-making through various committees. Prior experience includes serving as a portfolio manager at SG Hambros, developing strategic asset allocation and contributing to the acquisition and integration of ABN AMRO Private Banking. Bhavin Shah's educational background includes a Master's degree in Theoretical and Mathematical Physics from King's College London and the CFA charter from the CFA Institute.
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Newton Investment Management Group
‘Newton Investment Management Group’ describes a group of affiliated companies that provide investment advisory services under the brand name ‘Newton’ or ‘Newton Investment Management’. Those companies are Newton Investment Management Ltd in the UK, Newton Investment Management North America LLC in the US, and Newton Investment Management Japan Ltd. (“NIMJ”), and all are indirect subsidiaries of The Bank of New York Mellon Corporation (‘BNY Mellon’). We deliver outcomes for our clients across equity opportunities, income, absolute return (including fixed income), multi-asset solutions, thematic and sustainable strategies. Our capabilities are driven by our global investment research platform which harnesses a breadth of both fundamental and quantitative research. Assets under management: $100.6 billion (as at 30 September 2022) Offices: London, Boston, New York, San Francisco and Tokyo Newton provides discretionary and non-discretionary investment advice to institutional clients, including US and global pension funds, sovereign wealth funds, central banks, endowments, foundations, insurance companies, registered mutual funds, other pooled investment vehicles and other institutions, and, via BNY Mellon, to individuals. Important information: www.newtonim.com/terms