Use our intuitive tools to understand your current circumstances and plan for your financial goals.
Our team of advisers help you get started or consider key life events including retirement or school fee planning.
Our team invests in high-quality, globally diversified portfolios and has consistently outperformed the peer group.
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
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
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
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
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
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
Pay 1% less in annual fees and see what those savings could be worth over time:
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 CLIENTFind out more
…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.
Logo Ft Text
…Netwealth's technology also allows the firm to charge around a third of the cost of a traditional wealth manager…
Logo Cityam Color