Wealth management as it should be
A unique service combining powerful planning tools and access to professional advisers
Track, plan and invest with an award-winning team
Track all your wealth in one place
View all of your savings, investments and pensions together in the MyNetwealth dashboard, with daily updated values
Plan for your own financial goals
Use our intuitive tools to plan for your financial goals. Access our qualified advisers at any stage
Access expert investment management
Our team invests in high-quality, globally diversified portfolios and has consistently outperformed the peer group
MyNetwealth: your new personal wealth dashboard
Developed by our financial and technology experts, MyNetwealth allows you to track your wealth and plan for different outcomes. You can also access engaging content, speak with our advisers or simply invest in our fully managed portfolios. It's the best combination of human expertise and modern technology.
Meet the Team
Iain Barnes
Chief Investment Officer
Iain Barnes
Chief Investment Officer
Iain has 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
Head of Client Advisory
Matt Conradi
Head of Client Advisory
Matt has over 10 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
FOUNDER AND CEO
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 and 2021 and awarded Wealth Manager of the Year and Woman of the year, in 2019.
Articles by Charlotte
Gerard Lyons
Chief Economic Strategist
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
HEAD OF OPERATIONS AND CLIENT SERVICE
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 RachelSmaller fees can make a massive difference
Pay 1% less in annual fees and see what those savings could be worth over time:
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
Find out moreAn award-winning service
Digital Wealth Solution
PAM Awards
RUNNER-UP 2018
Innovative Client Solution
WealthBriefing Awards
WINNER 2019
Emerging Manager
PAM Awards
WINNER 2019
Best Adviser Adoption of Technology
Professional Adviser Awards
RUNNER-UP 2020
Investment Performance Cautious Portfolios
PAM Awards
Finalist 2021
In the Press
…squarely aimed at well-off investors who want value for their money.
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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*Assumes an annual gross return of 5.3%. The traditional wealth manager costs of 1.86% is calculated as the average costs of the wealth managers listed in research by Numis and Citywire, published by Citywire Wealth Manager in February 2015. The all-in cost for Netwealth is calculated as 0.65%, based on the 0.35% Netwealth fee, 0.20% estimated fund charges and 0.10% total estimated annual costs of trading.
