Wealth management as it should be
Pensions, ISAs and investments managed by a seasoned team, at a fraction of the industry cost.
Meet the Team
Iain Barnes
Head of Portfolio Management
Iain Barnes
Head of Portfolio Management
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 RachelHelp your money do everything it is meant to do
Put your savings to work
Invest your ISAs, pensions and other savings and see them work harder for you.
Plan your financial goals with our experts
Discuss your needs with a qualified adviser and design your investments to meet specific goals, whether you’re saving or drawing down.
Share important cost savings with your family
The Netwealth Network is unique and helps to lower fees for all involved
Smaller fees can make a massive difference
Pay 1% less in annual fees and see what those savings could be worth over time:
Plan and manage your wealth with our advanced online service
Developed by our investment and technology experts, our online service allows you to plan for different outcomes and account types. You can then invest in a combination of managed portfolios to meet your needs and our transparent technology allows you to review your goals and gain insight into your portfolios.
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 more
An award-winning service
Innovative Client Solution
WealthBriefing Awards
WINNER 2019
Emerging Manager
PAM Awards
WINNER 2019
Financial Sector Innovation
FS Tech Awards
WINNER 2019
Digital Wealth Solution
PAM Awards
RUNNER-UP 2018
Best Adviser Adoption of Technology
Professional Adviser Awards
RUNNER-UP 2020
In the Press
…squarely aimed at well-off investors who want value for their money.
The Sunday Telegraph (1)
Go, for example, to newish wealth management company Netwealth…
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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.
