Wealth management as it should be
Expert advice and investment management combined with the latest technology, at much lower fees
Plan and invest with an award-winning team
Discuss with qualified financial advisers
Our team of advisers help you get started or consider key life events including retirement or school fee planning.
Plan with our powerful financial tools
Use our intuitive tools to understand your current circumstances and plan for your financial goals.
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 work 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
Meet the Team
Iain Barnes
Chief Investment Officer
Matt Conradi
Deputy CEO and Head of Advisory & Client Proposition
Charlotte Ransom
Founder and Chief Executive Officer
Gerard Lyons
Chief Economic Strategist
Rachel Willox
HEAD OF OPERATIONS, CLIENT SERVICE AND PRODUCT
Smaller 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 nine 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
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
Investment Performance Growth Portfolios
PAM Awards
Finalist 2024
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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