Our mixed asset and charities team

Our investment team

Our investment team of research analysts and portfolio managers work together across regions and sectors, helping to ensure that our investment process takes the widest possible perspective and is highly flexible.

Global research

In-house research analysts are at the core of our investment process. Our multi-dimensional research platform spans fundamental, thematic, ESG, quantitative, geopolitical, investigative and private-market research. This approach leads, we believe, to better decisions and more comprehensive access to information.

Portfolio managers

Our portfolio managers have a wide range of backgrounds and experience. They provide a powerful combination of perspectives in seeking to harness the recommendations of our research analysts effectively in portfolios.

Boards

Newton has two operating legal entity boards, Newton Investment Management Limited (NIM) and Newton Investment Management North America LLC (NIMNA).

Our boards are typically responsible for the legal entity’s strategy, long-term objectives and financial performance and ensuring the maintenance of a sound system of internal controls and risk management.

The boards are supported by the Newton Executive Management Committee (NEMC). The purpose of NEMC is to ensure the effective operational and strategic management of Newton.

Newton Investment Management Limited Board

Judy Marlinski
Independent non-executive director (Chair)

Judy Marlinski

Experience: Judy has 35 years of relevant industry experience. During her extensive career in financial services, including 25 years working across international markets, she has held positions as CEO, President and COO within the investment management and wealth management industries, including a tenure as President and CEO of Fidelity Investments Japan from 2011 to 2016.

During her Fidelity Investments tenure, she was a director for several regulatory boards, governing operating and investment advisory businesses. She was also named one of the ‘25 Most Influential Women in Asset Management’ by Asian Investor Magazine, 2014.

Qualifications: Judy graduated from Cornell University with a BSc in Business Management and Marketing and also completed a Master of Business Administration, with honours, from Boston University. She recently attended ‘Women on Boards: Succeeding as a Corporate Director’ at Harvard Business School.

Board committee membership: Director of NIM Board, Independent Non-Executive Manager of NIMNA Board, Member of NIM NIMNA Remuneration Committee, Member of NIM NIMNA Board Risk Committee, Chair of NIM NIMNA Nominations Committee.

External appointments: Judy’s exemplary leadership and organisation management skills had gained her appointments on numerous Fidelity Investment committees including its Global Asset Management Compensation Committee, Global Ethics Committee, US Technology Advisory Council. She was also the Executive sponsor for the Fidelity Institutional Diversity & Inclusion Initiative, a recognition of her leadership in advancing the careers and products offered to women and under-represented groups.

Interests: Judy enjoys spending time with her family, travelling, painting, and international cooking.

Nationality: American
Joined industry: 1986
Joined Newton: 2022
Date appointed to NIM Board: 1 July 2022

Kevin Carter
Independent non-executive director

Kevin Carter

Experience: Kevin has 41 years of relevant industry experience. He held a number of senior roles during his 32-year executive career, including being CEO at Old Mutual Asset Managers in the UK and the US, Main Partner and Head of the European Investment Practice at Watson Wyatt LLP, and Managing Director and Head of EMEA Pension Advisory Group at JP Morgan Securities Limited.

Qualifications: Having graduated from the University of Natal with a BSc Hons (cum laude) in Chemistry, Kevin completed an MBA at the Wits Graduate School of Business, Johannesburg, and a PhD in Finance at the University of Cape Town. He is also a Chartered Financial Analyst.

Board committee membership: Director of NIM Board, Chair of NIM Remuneration Committee, Member of NIM Board Risk Committee, Member of NIM Nominations Committee.

External appointments: Since 2009, Kevin has held a number of non-executive directorship and chair positions at investment firms, including Murray International plc, Lowland Investment Company plc, JPMorgan American Investment Trust Plc, BBC Pension Trust Limited, Henderson Smaller Companies Investment Trust Plc, Aspect Capital Limited and Hermes GPE LLP.

Interests: Kevin enjoys spending time with his young grandchildren and has a keen interest in classical music. Kevin also undertakes various roles in the London church he attends.

Nationality: British
Joined industry: 1977
Joined Newton: 2019
Date appointed to NIM Board: 1 March 2019

Sharon French
Independent non-executive director

Sharon French

Experience: Sharon has 35 years of relevant industry experience. During her extensive career in financial services, she has held a variety of senior roles, including being Managing Director and Head of Private Client & Institutions at Blackrock for its iShares ETF business, President of F-Squared Capital, Senior Strategic Advisor to the President of BNY Mellon Investment Management and Executive Vice President of Beta Solutions & Sustainable Investing at Oppenheimer Funds. Sharon’s most recent position was the President and CEO of Life & Retirement Funds for AIG.

In 2019, Sharon was named one of the ‘Most Notable Women in Finance’ by Crain’s New York.

Qualifications: Sharon received a B.S. in Business Management from the University of Delaware and earned her Certified Management Analyst designation from the University of Pennsylvania’s Wharton School of Business.

Board committee membership: Director of NIM Board, Independent Non-Executive Manager of NIMNA Board, Member of NIM NIMNA Remuneration Committee, Member of NIM NIMNA Board Risk Committee, Member of NIM NIMNA Nominations Committee.

External appointments: Sharon is on the Board of DHB Capital, Women in ETFs and Wake Forest University School of Business. She also served on the Mutual Fund and Retirement Board for AIG, and recently served as Co-Chair of the ETF and Managed Solutions Committee for the Money Management Institute.

Appointed in August 2021, Sharon French is a Senior Partner at The TIFIN Group, where she also serves on the Advisory Committee.

Interests: Sharon enjoys skiing, hiking, yoga, and musical pursuits.

Nationality: American
Joined industry: 1987
Joined Newton: 2021
Date appointed to NIM Board: 14 December 2021

Greg Brisk
Non-executive director
Head of Governance at BNY Mellon Investment Management

Greg Brisk

Greg has a broad range of governance responsibilities across BNY Mellon Investment Management, focused on the adoption of best practices to protect shareholder interests in both fund investor and BNY Mellon-owned entities.

Greg is a board director of BNY Mellon Investment Management Europe Holdings Ltd and BNY Mellon Investment Management (APAC) Holdings Ltd (respectively the European and Asian holding companies for investment management).

Greg also sits on the board of a number of other group entities, including individual investment firms, funds and management companies across Europe, Asia and the USA.

Experience: Greg spent the first 17 years of his career working in a variety of roles at the Bank of England. He then worked at the Financial Services Authority as a banking regulator with responsibility for American banks in London.

He served as Chief Operations Officer for BNY Mellon Investment Management EMEA Ltd, the international distribution business of the group, from 2002 to 2010, and prior to that was the European Head of Risk and Compliance for the Mellon Group.

Between 2010 and 2012, Greg was Chief Operations Officer, BNY Mellon International Asset Management.

From 2012 to 2016, Greg was the Global Head of Risk and Compliance for Investment Management, incorporating all of the asset management and wealth management businesses in BNY Mellon.

Board committee membership: Director of NIM Board, Chair of NIM Board Risk Committee, Member of NIM Nominations Committee, Member of NIM Remuneration Committee.

External appointments: Greg is an independent non-executive director of Kingdom Bank, an institution dedicated to supporting conservative evangelical Christian churches in the UK, as well as being Trustee on a number of Christian charities.

Interests: Outside of work, Greg is deeply involved in church and a number of Christian charities which, along with Kingdom Bank, have a particular focus on helping churches acquire and manage their property needs.

Nationality: British
Joined industry: 1982
Joined BNY Mellon: 1999
Date appointed to NIM Board: 8 May 2016

Hanneke Smits
Non-executive director
Chief Executive Officer, BNY Mellon Investment Management

alt

Hanneke is responsible for the strategic direction and the resulting company performance for BNY Mellon Investment Management. In her role, Hanneke provides day to day oversight of the Investment Management firms, coordinating the efforts of senior executives and collaborating with them to execute their strategic objectives and actions.

Experience: With 30 years of investment experience, Hanneke was previously CEO of Newton Investment Management from 2016 to 2020. Hanneke started her career as an investment manager at Pantheon Ventures and worked for Philips China Hong Kong Group. She then joined private equity firm Adams Street Partners in 1997 to build out its global investment capabilities, and successfully launched its presence in Europe and Asia. She served on its Executive Committee from 2001 to 2014, having been Chief Investment Officer from 2008 to 2014.

Qualifications: Hanneke has a BBA from Nijenrode University, Netherlands and an MBA from the London Business School.

Board committee membership: Director of NIM Board, Manager of NIMNA Board, Chair of NIMNA Remuneration Committee, Member of NIM NIMNA Nominations Committee, Member of NIM Remuneration Committee.

External appointments: Hanneke is passionate about tackling inequality and serves as Chair of Impetus, a venture philanthropy organisation which backs charities to transform the lives of disadvantaged young people. She is Trustee of the Education Endowment Foundation (EEF), founded in 2011 by The Sutton Trust in partnership with Impetus. Hanneke was also a Non-Executive Director to the Court of the Bank of England, and a co-founder and first Chair of Level 20, a not-for-profit organisation set up in 2015 to inspire women to join and succeed in the private equity industry.

Interests: Away from work, alongside enjoying time with her family, Hanneke loves to travel, is an avid reader, as well as a keen tennis player and skier, and is still trying to improve her golf.

Nationality: Dutch
Joined industry: 1992
Joined Newton: 2016
Joined BNY Mellon: 2020
Date appointed to NIM Board: 11 August 2016

Euan Munro
Executive director
Chief Executive Officer

Euan Munro

As CEO, Euan manages and leads Newton’s business by establishing and developing appropriate business goals – both short-term targets and strategic objectives to ensure that clients are well-served, that the firm succeeds commercially, and that it attracts and retains talented people. Euan is Chair of the Executive Management Committee and the NIM NIMNA Investment Oversight Committee.

Experience: Euan is a seasoned investment management executive with a background in macro investing. He started his career as an Actuarial Trainee at Scottish Provident, then joined Standard Life Investments (SLI) as an Inflation-Linked Portfolio Manager in 1995. Euan spent nearly 20 years at SLI where he was Head of Multi-Asset and Fixed-Interest Investing and was latterly a member of that company’s board.

Euan joined Newton from Aviva Investors where he was Chief Executive Officer and a member of the Aviva plc group executive team for seven years.

Qualifications: Euan has a first-class honours degree in Physics from the University of Edinburgh and is a Fellow of the Faculty and Institute of Actuaries. He is also a graduate of the Advanced Management Program at Wharton Business School, Philadelphia.

Board committee membership: Director of NIM Board, Manager of NIMNA Board, Member of NIM NIMNA Board Risk Committee, Member of NIM NIMNA Nominations Committee.

Interests: Euan enjoys spending time with his family, trying to keep fit by playing golf and running, and walking in the Scottish hills with his wife and deerhound dog, and is an active member of his local church.

Nationality: British
Joined industry: 1992
Joined Newton: 2021
Date appointed to NIM Board: 23 June 2021

Andrew Downs
Executive director
Chief Operating Officer

alt
 
Andrew oversees investment operations, technology and projects, data governance and investment management support and control. In his role, Andrew is Chair of the NIM NIMNA Operating Committee.

Experience: Andrew is a Chartered Accountant having begun his career in Accounts and Taxation at Bowker Orford & Co; he then worked at PricewaterhouseCoopers as a Senior Manager for six years in both the Audit and Litigation Support teams. Andrew joined Newton in 1994 and has been the Newton COO since October 2004.

Qualifications: Andrew is a member of the Institute of Chartered Accountants in England and Wales (ACA).

Board committee membership: Director of NIM Board

Interests: Andrew enjoys spending time with his family, travelling and following sport.

Nationality: British
Joined industry: 1985
Joined Newton: 1994
Date appointed to NIM Board: 30 June 2004

Newton Investment Management North America LLC Board

Judy Marlinski
Independent non-executive manager (Chair)

Judy Marlinski

Experience: Judy has 35 years of relevant industry experience. During her extensive career in financial services, including 25 years working across international markets, she has held positions as CEO, President and COO within the investment management and wealth management industries, including a tenure as President and CEO of Fidelity Investments Japan from 2011 to 2016.

During her Fidelity Investments tenure, she was a director for several regulatory boards, governing operating and investment advisory businesses.

She was also named one of the ‘25 Most Influential Women in Asset Management’ by Asian Investor Magazine, 2014.

Qualifications: Judy graduated from Cornell University with a BSc in Business Management and Marketing and also completed a Master of Business Administration, with honours, from Boston University. She recently attended ‘Women on Boards: Succeeding as a Corporate Director’ at Harvard Business School.

Board committee membership: Director of NIM Board, Independent Non-Executive Manager of NIMNA Board, Member of NIM NIMNA Remuneration Committee, Member of NIM NIMNA Board Risk Committee, Chair of NIM NIMNA Nominations Committee.

External appointments: Judy’s exemplary leadership and organisation management skills had gained her appointments on numerous Fidelity Investment committees including its Global Asset Management Compensation Committee, Global Ethics Committee, US Technology Advisory Council. She was also the Executive sponsor for the Fidelity Institutional Diversity & Inclusion Initiative, a recognition of her leadership in advancing the careers and products offered to women and under-represented groups.

Interests: Judy enjoys spending time with her family, travelling, painting, and international cooking.

Nationality: American
Joined industry:
1986
Joined Newton:
2022
Date appointed to NIMNA Board:
1 July 2022

Michael Germano
Manager of the Board
Head of North America

Michael Germano

Michael oversees Newton’s business in North America, working effectively with the executive management team to ensure North American priorities are represented and strategies support the profitable and sustainable growth of the business. Michael is also responsible for building the Newton brand within North America by managing and developing a cohesive global team and retaining top-tier talent.

Experience: Michael joined BNY Mellon’s Corporate Development team in 2007, where he was responsible for mergers and acquisitions. In 2013, he relocated to Hong Kong to become the Investment Management Chief Financial Officer for the APAC region. In 2016, Michael moved to London to head the International Strategy Group for Investment Management.

Prior to joining Newton following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group, Michael was Chief Executive Officer of Active Management, Chief Operating Officer and Head of Strategy at Mellon Investments Corporation (a BNY Mellon group company).

Qualifications: Michael has a BS in Management Science from Rensselaer Polytechnic Institute and an MBA from the Tepper School of Business at Carnegie Mellon University.

Board committee membership: Manager of NIMNA Board, Chair of NIMNA Board Risk Committee.

Interests: Outside of work, Michael enjoys fitness activities, attempting to recreate Texas BBQ in his small outdoor space in Boston, and engaging with the Carnegie Mellon University community through alumni networks.

Nationality: American
Joined industry:
2007
Joined BNY Mellon:
2007
Joined Newton:
2021
Date appointed to NIMNA Board: 28 January 2021

Sharon French
Independent non-executive manager

Sharon French

Experience: Sharon has 35 years of relevant industry experience. During her extensive career in financial services, she has held a variety of senior roles, including being Managing Director and Head of Private Client & Institutions at Blackrock for its iShares ETF business, President of F-Squared Capital, Senior Strategic Advisor to the President of BNY Mellon Investment Management and Executive Vice President of Beta Solutions & Sustainable Investing at Oppenheimer Funds. Sharon’s most recent position was the President and CEO of Life & Retirement Funds for AIG.

In 2019, Sharon was named one of the ‘Most Notable Women in Finance’ by Crain’s New York.

Qualifications: Sharon received a B.S. in Business Management from the University of Delaware and earned her Certified Management Analyst designation from the University of Pennsylvania’s Wharton School of Business.

Board committee membership: Director of NIM Board, Independent Non-Executive Manager of NIMNA Board, Member of NIM NIMNA Remuneration Committee, Member of NIM NIMNA Board Risk Committee, Member of NIM NIMNA Nominations Committee.

External appointments: Sharon is on the Board of DHB Capital, Women in ETFs and Wake Forest University School of Business. She also served on the Mutual Fund and Retirement Board for AIG, and recently served as Co-Chair of the ETF and Managed Solutions Committee for the Money Management Institute.

Appointed in August 2021, Sharon French is a Senior Partner at The TIFIN Group, where she also serves on the Advisory Committee.

Interests: Sharon enjoys skiing, hiking, yoga, and musical pursuits.

Nationality: American
Joined industry:
1987
Joined Newton:
2021
Date appointed to NIMNA Board: 17 December 2021

Hanneke Smits
Manager of the Board
Chief Executive Officer, BNY Mellon Investment Management



Hanneke is responsible for the strategic direction and the resulting company performance for BNY Mellon Investment Management. In her role, Hanneke provides day to day oversight of the Investment Management firms, coordinating the efforts of senior executives and collaborating with them to execute their strategic objectives and actions.

Experience: With 30 years of investment experience, Hanneke was previously CEO of Newton Investment Management from 2016 to 2020.

Hanneke started her career as an investment manager at Pantheon Ventures and worked for Philips China Hong Kong Group. She then joined private equity firm Adams Street Partners in 1997 to build out its global investment capabilities, and successfully launched its presence in Europe and Asia. She served on its Executive Committee from 2001 to 2014, having been Chief Investment Officer from 2008 to 2014.

Qualifications: Hanneke has a BBA from Nijenrode University, Netherlands and an MBA from the London Business School.

Board committee membership: Director of NIM Board, Manager of NIMNA Board, Chair of NIMNA Remuneration Committee, Member of NIM NIMNA Nominations Committee, Member of NIM Remuneration Committee.

External appointments: Hanneke is passionate about tackling inequality and serves as Chair of Impetus, a venture philanthropy organisation which backs charities to transform the lives of disadvantaged young people. She is Trustee of the Education Endowment Foundation (EEF), founded in 2011 by The Sutton Trust in partnership with Impetus. Hanneke was also a Non-Executive Director to the Court of the Bank of England, and a co-founder and first Chair of Level 20, a not-for-profit organisation set up in 2015 to inspire women to join and succeed in the private equity industry.

Interests: Away from work, alongside enjoying time with her family, Hanneke loves to travel, is an avid reader, as well as a keen tennis player and skier, and is still trying to improve her golf.

Nationality: Dutch
Joined industry: 1992
Joined Newton: 2016
Joined BNY Mellon: 2020
Date appointed to NIMNA Board: 28 January 2021

Euan Munro
Manager of the Board
Chief Executive Officer

Euan Munro

As CEO, Euan manages and leads Newton’s business by establishing and developing appropriate business goals – both short-term targets and strategic objectives to ensure that clients are well-served, that the firm succeeds commercially, and that it attracts and retains talented people. Euan is Chair of the Executive Management Committee and the NIM NIMNA Investment Oversight Committee.

Experience: Euan is a seasoned investment management executive with a background in macro investing. He started his career as an Actuarial Trainee at Scottish Provident, then joined Standard Life Investments (SLI) as an Inflation-Linked Portfolio Manager in 1995. Euan spent nearly 20 years at SLI where he was Head of Multi-Asset and Fixed-Interest Investing and was latterly a member of that company’s board.

Euan joined Newton from Aviva Investors where he was Chief Executive Officer and a member of the Aviva plc group executive team for seven years.

Qualifications: Euan has a first-class honours degree in Physics from the University of Edinburgh and is a Fellow of the Faculty and Institute of Actuaries. He is also a graduate of the Advanced Management Program at Wharton Business School, Philadelphia.

Board committee membership: Director of NIM Board, Manager of NIMNA Board, Member of NIM NIMNA Board Risk Committee, Member of NIM NIMNA Nominations Committee.

Interests: Euan enjoys spending time with his family, trying to keep fit by playing golf and running, and walking in the Scottish hills with his wife and deerhound dog, and is an active member of his local church.

Nationality: British
Joined industry: 1992
Joined Newton: 2021
Date appointed to NIMNA Board: 4 August 2021

Tina King
Manager of the Board
Chief Financial Officer for Investment and Wealth Management at BNY Mellon

Tina King

Tina serves as a finance business partner for the Investment and Wealth Management business, driving financial planning, analysis goals and strategic objectives across global investment and distribution CEOs and teams. Tina provides business analytics and advice to support target-setting, performance management and improved growth and profitability. She leads and manages teams across accounting, control, treasury, financial and management reporting, budgeting, forecasting, financial planning and analysis and business development.

Experience: Tina joined Newton and BNY Mellon from Goldman Sachs where she held a number of leadership roles across investment and wealth management over a period of 15 years. Tina served positions including Chief Operating Officer for Americas Client Business, Chief Administrative Officer for Global Third-Party Distribution, Chief Operating Officer for Global Insurance Asset Management and Vice President of Finance and Strategy.

Qualifications: Tina earned her MBA from the Kellogg School of Management and BS in Environmental Engineering from Massachusetts Institute of Technology.

Board committee membership: Manager of NIMNA Board.

External appointments: Tina sits on the Board of Trustees at The New York Foundling which helps children, youth, adults and families in need create transformational change in their own lives through services, support and advocacy.

Interests: Tina and her husband, Bentley, have two boys, and live on the Upper East Side of Manhattan. She loves to play tennis and snowboard.

Nationality: American
Joined industry: 2005
Joined BNY Mellon: 2020
Date appointed to NIMNA Board: 28 January 2021

Newton Executive Management Committee

Euan Munro
Chief Executive Officer

Euan Munro

As CEO, Euan manages and leads Newton’s business by establishing and developing appropriate business goals – both short-term targets and strategic objectives to ensure that clients are well-served, that the firm succeeds commercially, and that it attracts and retains talented people. Euan is Chair of the Executive Management Committee and the NIM NIMNA Investment Oversight Committee.

Experience: Euan is a seasoned investment management executive with a background in macro investing. He started his career as an Actuarial Trainee at Scottish Provident, then joined Standard Life Investments (SLI) as an Inflation-Linked Portfolio Manager in 1995. Euan spent nearly 20 years at SLI where he was Head of Multi-Asset and Fixed-Interest Investing and was latterly a member of that company’s board.

Euan joined Newton from Aviva Investors where he was Chief Executive Officer and a member of the Aviva plc group executive team for seven years.

Qualifications: Euan has a first-class honours degree in Physics from the University of Edinburgh and is a Fellow of the Faculty and Institute of Actuaries. He is also a graduate of the Advanced Management Program at Wharton Business School, Philadelphia.

Board committee membership: Director of NIM Board, Manager of NIMNA Board, Member of NIM NIMNA Board Risk Committee, Member of NIM NIMNA Nominations Committee.

Interests: Euan enjoys spending time with his family, trying to keep fit by playing golf and running, and walking in the Scottish hills with his wife and deerhound dog, and is an active member of his local church.

Nationality: British
Joined industry: 1992
Joined Newton: 2021

Andrew Downs
Chief Operating Officer

alt

Andrew oversees investment operations, technology and projects, data governance and investment management support and control. In his role, Andrew is Chair of the NIM NIMNA Operating Committee..

Experience: Andrew is a Chartered Accountant having begun his career in Accounts and Taxation at Bowker Orford & Co; he then worked at PricewaterhouseCoopers as a Senior Manager for six years in both the Audit and Litigation Support teams. Andrew joined Newton in 1994 and has been the Newton COO since October 2004.

Qualifications: Andrew is a member of the Institute of Chartered Accountants in England and Wales (ACA).

Board committee membership: Director of NIM Board

Interests: Andrew enjoys spending time with his family, travelling and following sport.

Nationality: British
Joined industry: 1985
Joined Newton: 1994

James Helby
Chief Risk Officer

alt

James seeks to ensure that risks to the Newton business and its employees are identified and mitigated effectively. In his role, James is the Chair of the NIM Risk and Compliance Committee.

Experience: James acquired a range of experience in high-profile roles at BNY Mellon Asset Management International and at the Financial Services Authority (the principal financial services regulatory body in the UK at that time).

He initially served as Newton’s Chief Compliance Officer, assuming the Chief Risk Officer role in 2015.

Qualifications: James holds a diploma from the Securities Institute and a BA in Industrial Economics from Nottingham University.

Board committee membership: Member of NIM NIMNA Board Risk Committee.

Interests
: Outside of work, James enjoys spending time with his family, plays and watches golf and cricket, and is a keen gardener.

Nationality: British
Joined industry
: 1998
Joined Newton: 2012

Michael Germano
Head of North America

Michael Germano

Michael oversees Newton’s business in North America, working effectively with the executive management team to ensure North American priorities are represented and strategies support the profitable and sustainable growth of the business. Michael is also responsible for building the Newton brand within North America by managing and developing a cohesive global team and retaining top-tier talent.

Experience: Michael joined BNY Mellon’s Corporate Development team in 2007, where he was responsible for mergers and acquisitions. In 2013, he relocated to Hong Kong to become the Investment Management Chief Financial Officer for the APAC region. In 2016, Michael moved to London to head the International Strategy Group for Investment Management.He joined BNY Mellon’s Corporate Development team in 2007, where he was responsible for mergers and acquisitions. In 2013, he relocated to Hong Kong to become the investment management chief financial officer for the APAC region. In 2016, Michael moved to London to head the international strategy group for investment management.

Prior to joining Newton following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group, Michael was Chief Executive Officer of Active Management, Chief Operating Officer and Head of Strategy at Mellon Investments Corporation (a BNY Mellon group company).

Qualifications: Michael has a BS in Management Science from Rensselaer Polytechnic Institute and an MBA from the Tepper School of Business at Carnegie Mellon University.

Board committee membership: Manager of NIMNA Board, Chair of NIMNA Board Risk Committee

Interests: Outside of work, Michael enjoys fitness activities, attempting to recreate Texas BBQ in his small outdoor space in Boston, and engaging with the Carnegie Mellon University community through alumni networks.

Nationality: American
Joined industry: 2007
Joined BNY Mellon: 2007
Joined Newton: 2021

Julian Lyne
Chief Commercial Officer

alt

Julian has responsibility for all aspects of global distribution, client relationship management and marketing. He joined Newton to lead the global consultant relations and UK institutional business development team. In his role, Julian chairs both the NIM NIMNA Commercial Oversight Committee and the NIM NIMNA Product and Commercial Committee.

Experience: Julian has held various roles throughout his career covering client and consultant relations across both DC and DB arrangements. He began his career at Fidelity Investments as a Client Advisor to then become a Client Director at JP Morgan.

Julian then served as Head of Institutional Business at HSBC Asset Management for five years and at F&C Asset Management for six years.

Qualifications: Julian has a BSc (Hons) in Psychology from City University, London.

Interests: Outside of work, Julian ‘enjoys’ watching Arsenal, the Jets and Mets and is a keen member of the Peloton family. He is passionate about music of all sorts.

Nationality: British
Joined industry: 1993
Joined Newton: 2014

John Porter III
Chief Investment Officer, Head of Equity

John Porter

John is responsible for overseeing all equity strategies. He is also lead portfolio manager for the US Small, Mid and Large Cap Growth Equity strategies.

Experience: John started his career at Fidelity Investments where he spent 15 years in various portfolio manager and research roles. He then was Founder and Chief Investment Officer of JP3 Capital Management for over 3 years. In 2013, John served as President and Chair of the Investment Committee at Seaward Management.

Prior to joining Newton following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group, John was Chief Investment Officer at Mellon Investments Corporation. Earlier roles included Head of Equity, Active Equity Chief Investment Officer, and Senior Portfolio Manager at Mellon and The Boston Company Asset Management (both BNY Mellon group companies).

Qualifications: John has a BS and an MS in Aerospace Engineering from the University of Michigan and an MBA from the University of Chicago.

Interests: Outside of work, John enjoys spending time at his lake house with his wife, playing with his dogs, reading, golf, and travelling the world to watch his daughter run marathons and his two sons play hockey.

Nationality: American
Joined industry: 1994
Joined BNY Mellon: 2016
Joined Newton: 2021

Therese Niklasson
Global Head of Sustainable Investment

Therese Niklasson

Therese is responsible for the strategic vision and delivery of sustainability across the wider investment platform at Newton. This includes working with the investment teams to ensure that ESG matters are fully integrated into the fundamental investment philosophy, as well as continuous innovation around sustainability solutions. Therese is responsible for the wider responsible investment team which supports the investment platform through work across areas including ESG research, stewardship, and ESG data and technology. In her role, Therese is the Chair of the NIM NIMNA Sustainability Committee.

Experience: Therese started her career as an ESG Analyst and then joined Threadneedle Asset Management as Head of Governance and Responsible Investment in 2007.

In 2011, Therese joined Ninety One (formerly Investec Asset Management) where she spent over a decade developing its sustainability investment platform.

Qualifications: Therese holds degrees from London School of Economics and Oxford University in the field of Environmental Management and Policy.

Interests: As a native Swede, Therese enjoys the outdoors and spends as much free time as possible along the Scandinavian coastlines.

Nationality: Swedish
Joined industry: 2004
Joined Newton: 2022

Mitesh Sheth MBE
Chief Investment Officer of Multi-Asset

Mitesh Sheth

Mitesh has oversight of Newton’s multi-asset and fixed-income teams based in London, as well as Newton’s quantitative multi-asset solutions team in San Francisco.

Experience: Mitesh started his career as a Fund Manager Researcher at AON and WTW. Mitesh then joined Henderson Global Investors in 2005, where he was Head of Fixed Income and later Director of Business Innovation.

Mitesh joined Redington in 2013 as Director of Strategy, and then served as CEO for nearly six years.

Qualifications: Mitesh qualified from LSE in 1999 with a BSc in Actuarial Science. After graduating, Mitesh spent a year in India studying at Tatvagnan Vidhyapeeth (School of Philosophy). He is a Fellow of the Institute of Actuaries (FIA), having qualified in 2003.

External appointments: Mitesh is a member of the Diversity Project’s advisory board; he is an active member of the CEO sponsor group for its gender workstream, an LGBT Great #50for50 ally, and an executive sponsor of its race and ethnicity workstream.

Interests: Other than spending time with his wife and three teenagers, Mitesh enjoys reading, yoga, and going to the theatre.

Nationality: British
Joined industry: 2000
Joined Newton: 2022

Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.