Put your savings
to work
Invest your ISAs, pensions and other savings and see them work harder for you.
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
Over 15 years' experience in multi-asset investment management for both institutional and high net worth clients at UBS and Schroders, across active and passive strategies.
Articles by Iain
Matt Conradi
HEAD OF CLIENT ADVISORY
Matt Conradi
HEAD OF CLIENT ADVISORY
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
Chief executive officer
Charlotte Ransom
Chief executive officer
Over 25 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 and 2020 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
27 years as an economic strategist at Chase Manhattan, Swiss Bank and Standard Chartered. Previously 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 JPMorgan
Help your money do everything it is meant to do
Put your savings
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:
1% fee saving on £250k for 20 years = £123k.
That’s 4-5 years of extra retirement income.
1% saving on £250,000 over 20 years is equal to £114,000. This assumes inflation at 2% and gross investment returns of 6% per annum, with all-in annual costs for investment management and ongoing advice of 1.2% versus 2.2%. One year of retirement income has been estimated at £20,200 based on a ‘moderate’ single person according to the Pensions & Lifetime Savings Association https://www.retirementlivingstandards.org.uk/.
1% fee saving on £500k for 10 years = £75k.
That’s 4 years of private school fees.
1% saving on £500,00 over 10 years is equal to £75,000. This assumes inflation at 2% and gross investment returns of 6% per annum, with all-in annual costs for investment management and ongoing advice of 0.85% versus 1.85%. Annual private day school fees of £14,289 have been applied, based on Independent Schools Council 2019 consensus https://www.isc.co.uk/media/5479/isc_census_2019_report.pdf.
1% fee saving on £1m for 5 years = £60k.
That’s a deposit on a first home plus 3 family holidays.
1% saving on £1m over 5 years is equal to £60,000. This assumes inflation at 2% and gross investment returns of 6% per annum, with all-in annual costs for investment management and ongoing advice of 0.85% versus 1.85%. Deposit on first home of £41,000 has been applied based on https://static.halifax.co.uk/assets/pdf/media-centre/press-releases/2019-09-12_press-release-halifax-ftb-boost_finaldoc.pdf. Netwealth has estimated the cost of a family holiday at £5,000.
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.
Access Our Online Service
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.
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.
Go, for example, to newish wealth management company Netwealth…
…Netwealth's technology also allows the firm to charge around a third of the cost of a traditional wealth manager…
*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.
