Plan and invest with an award-winning team

                                             

Plan with our powerful financial tools

Use our intuitive tools to understand your current circumstances and plan for your financial goals.

Discuss your options with qualified financial advisers

Our team of advisers help you get started or consider key life events including retirement or school fee planning.

Access expert investment management

Our team invests in high-quality, globally diversified portfolios and has consistently outperformed the peer group.

Your personal financial planner and investment service

Developed by our financial and technology experts, our service allows you to plan for your wealth, invest in high-quality portfolios and speak with qualified advisers at any time. It's the best combination of human expertise and modern technology.

I’m going to be having a play around with it...

John Stepek, Bloomberg Wealth

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Meet the Team

Iain Barnes Iain Barnes

Iain Barnes

Chief Investment Officer

Iain Barnes Iain Barnes

Iain Barnes

Chief Investment Officer

Iain has over 20 years of investing multi-asset portfolios at Netwealth, UBS and Schroders, and experience with institutional and high-net-worth clients across active and passive strategies. Iain has been a CFA charter holder since 2003.

Articles by Iain
Matt Conradi Matt Conradi

Matt Conradi

Head of Client Advisory

Matt Conradi Matt Conradi

Matt Conradi

Head of Client Advisory

Matt has over 15 years’ experience in discretionary wealth management as a portfolio manager, advising and investing for private clients at Julius Baer and Merrill Lynch in London.

Articles by Matt
Charlotte Ransom Charlotte Ransom

Charlotte Ransom

FOUNDER AND CEO

Charlotte Ransom Charlotte Ransom

Charlotte Ransom

FOUNDER AND CEO

Over 30 years' of experience in private wealth management and investment banking. Goldman Sachs Partner for 10 years. Recognised by PAM as one of the ’50 Most Influential’ in 2019, 2020, 2021 and 2022 and awarded Wealth Manager of the Year and Woman of the year, in 2019.

Articles by Charlotte
Gerard Lyons Gerard Lyons

Gerard Lyons

Chief Economic Strategist

Gerard Lyons Gerard Lyons

Gerard Lyons

Chief Economic Strategist

Gerard has over 30 years’ experience as an economic strategist at Chase Manhattan, Swiss Bank and Standard Chartered. Between 2013 and 2016 he was the Chief Economic Adviser to the Mayor of London.

Articles by Gerard
Rachel Willox Rachel Willox

Rachel Willox

HEAD OF OPERATIONS AND CLIENT SERVICE

Rachel Willox Rachel Willox

Rachel Willox

HEAD OF OPERATIONS AND CLIENT SERVICE

Over 20 years' experience in financial services controls, change management and operational oversight. Former executive director at J.P. Morgan.

Articles by Rachel

Smaller fees can make a massive difference

Pay 1% less in annual fees and see what those savings could be worth over time:

1% fee saving on £250k for 20 years = £111k.
That’s 4-5 years of extra retirement income.

1% fee saving on £500k for 10 years = £73k.
That’s 4 years of private school fees.

1% fee saving on £1m for 5 years = £60k.
That’s almost a deposit on a first home.

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The Netwealth Network

Invite up to seven additional family members or friends to your network and drive fee benefits for the whole group. Intergenerational investing: a win for the whole family.

Setting up a network is incredibly easy. In our case, three generations benefit from lower fees, while our individual accounts remain private.

NELL BUTLER, NETWEALTH CLIENT

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An award-winning service

Innovative Client Solution

WealthBriefing Awards

WINNER 2019

Emerging Manager

PAM Awards

WINNER 2019

Best Adoption of Technology

Professional Adviser Awards

RUNNER-UP 2020

Investment Performance Cautious

PAM Awards

Finalist 2021

Most Innovative Wealth Management Firm

International Investor

Winner 2022

In the Press

…squarely aimed at well-off investors who want value for their money.

The Sunday Telegraph (1) The Sunday Telegraph (1)

...Netwealth’s straightforward technology and emphasis on lower fees has attracted clients looking for something new in the sector.

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 …Netwealth's technology also allows the firm to charge around a third of the cost of a traditional wealth manager…

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