Meet the Team

Iain Barnes Iain Barnes

Iain Barnes

Head of Portfolio Management

Iain Barnes Iain Barnes

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 Matt Conradi

Matt Conradi

Head of Client Advisory

Matt Conradi Matt Conradi

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 Charlotte Ransom

Charlotte Ransom

FOUNDER AND CEO

Charlotte Ransom Charlotte Ransom

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 Gerard Lyons

Gerard Lyons

Chief Economic Strategist

Gerard Lyons Gerard Lyons

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 Rachel Willox

Rachel Willox

HEAD OF OPERATIONS AND CLIENT SERVICE

Rachel Willox Rachel Willox

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 Rachel

Help 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:

1% fee saving on £250k for 20 years = £123k.
That’s 4-5 years of extra retirement income.

1% fee saving on £500k for 10 years = £75k.
That’s 4 years of private school fees.

1% fee saving on £1m for 5 years = £60k.
That’s a deposit on a first home plus 3 family holidays.

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

Laptop With Phone (1) (1)

Network Family Network Family

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) The Sunday Telegraph (1)

Go, for example, to newish wealth management company Netwealth… 

Logo Ft Text 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 Logo Cityam Color

*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.