Introducing the Netwealth Wallet Card

Our research team has developed a simple way to demonstrate the impact of fees over the years on one's investments. We called it the 'Netwealth Wallet Card' and every savvy investor should carry one.

Take the highlighted example of a £250,000 portfolio invested over 10 years and generating a 6% gross return. Using a cost-effective investment manager like Netwealth vs a traditional wealth manager - that charges 2% in all-in fees - could save you £47,000.

Although not all wealth managers charge you 2% in management fees (the average is 1.86%, according to research from Numis Securitiesi) the above illustrates how wary you should be of the fees you pay over time. If you are not sure how much in total you are currently paying, you should ask your wealth manager or IFA for a full breakdown of fees and charges.

You can download an electronic copy of the wallet card by clicking on the image above; alternatively, if you want a high quality printed card sent to your address please contact us at clientservice@netwealth.com and we will gladly send you one at no cost.

And remember, when investing your capital is at risk.


iTER for the traditional wealth manager taken as the average TER of wealth managers listed in research by Numis and Citywire, as published by Citywire Wealth Manager in February 2015 (http://citywire.co.uk/wealth-manager/news/discretionary-fees-laid-bare-let-the-calculations-begin/a799209).

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