About me
I have built an outstanding career at Investec and Rathbones, distinguished by his impressive performance in wealth management. Over the past five years, I have consistently delivered top-tier results, a testament to my skill in generating strong, reliable returns. My achievements have earned the prestigious Wealth Manager of the Year award, reflecting both my performance and commitment to excellence. My success is driven by a client-focused approach, carefully balancing growth with risk management to align investments with clients’ unique goals. My strategic insights and proactive portfolio management enable me to capitalize on opportunities and mitigate risks, setting myself apart in a competitive field. Known for my market expertise and long-term vision, my leadership has established myself as a trusted advisor, admired for my dedication to client outcomes and my ability to consistently outperform benchmarks.
Background/Experience
I have worked in the industry for over 25 years.
My interests
I actively engages in various pursuits beyond my professional career. I manage a Premier League men’s hockey team, demonstrating my leadership and commitment to sports. Additionally, I serve as a school governor, contributing to educational governance and community development. An avid sports enthusiast, I enjoy playing tennis and sailing, and I frequently attend live events of cricket, rugby, and numerous other sports, reflecting my passion for sport.
My areas of expertise
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Helping private clients with your life goals and investment choices
- Bespoke portfolio management
- Gifting to family
- Investing for your children's future
- Investing for income
- Passing on wealth
- Portfolio investing
- Selling a business
- Tax efficiency in retirement
- Receiving an inheritance
Helping IFAs with investment management for their clients
Rathbones stands out through a nearly 300-year heritage, an unwavering commitment to responsible investing, and a client-focused approach that tailors wealth management solutions to meet unique individual needs. With a focus on ethical and sustainable practices, combined with personalized service, we strive to make a difference for our clients. This approach resonates deeply with Charlie Newsome’s dedication to creating meaningful, long-term value in both financial and community-oriented pursuits.