Meet the Team

Iain Barnes Iain Barnes

Iain Barnes

HEAD OF PORTFOLIO MANAGEMENT

Iain Barnes Iain Barnes

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 Matt Conradi

Matt Conradi

HEAD OF CLIENT ADVISORY

Matt Conradi Matt Conradi

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 Charlotte Ransom

Charlotte Ransom

Chief executive officer

Charlotte Ransom Charlotte Ransom

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 Gerard Lyons

Gerard Lyons

CHIEF ECONOMIC STRATEGIST

Gerard Lyons Gerard Lyons

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 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 JPMorgan

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.

More about our accounts

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.

See how our financial advice team can help

Share important cost savings
with your family

The Netwealth Network is unique and helps to lower fees for all involved

How your family benefits with a Netwealth Network

Smaller fees can make a massive difference

Pay 1% less in annual fees and see what those savings could be worth over time:

fee saving on £250k fee saving on £250k

1% fee saving on £250k for 20 years = £123k.

That’s 4-5 years of extra retirement income.

fee saving on £500k fee saving on £500k

1% fee saving on £500k for 10 years = £75k.

That’s 4 years of private school fees.

fee saving on £1m fee saving on £1m

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

laptop_with_phone laptop_with_phone

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
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

City AM

WealthBriefing Awards

Winner 2019

Emerging Manager

City AM

PAM Awards

Winner 2019

Financial Sector Innovation

City AM

FS Tech Awards

Winner 2019

Digital Wealth Solution

City AM

PAM Awards

Runner-up 2018

Best Adviser Adoption of Technology

City AM

Professional Adviser Awards

Runner-Up 2020

In the Press

…squarely aimed at well-off investors who want value for their money.

Sunday Telegraph

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

Financial Times Financial Times

…Netwealth's technology also allows the firm to charge around a third of the cost of a traditional wealth manager…

City AM

*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.