Our Views on the Markets and the Economy

Economic Update

The economic, financial, political and geopolitical outlook is truly uncertain. A lack of clarity in any one of these areas would be a potential cause for concern, but when the outlook for each one is opaque this compounds the challenges confronting everyone – from policy makers to investors.

Continue reading

Your life’s rhythm is probably quite smooth in your 40s but your cashflow could remain tight. While you are likely nestled on the property ladder, with growing children and reliable earnings, you may value extra freedom.

Continue reading

Today we announce the completion of a third round of fundraising with new commitments of £10 million.

Continue reading

Economic Update

Recent weeks have witnessed continued uncertainty and ongoing volatility across many financial markets. Not just in currency markets, as is often the case, but government bond and equity markets across the globe have experienced large swings, too.

Continue reading

Introducing the Netwealth Wallet Card

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

Continue reading

Podcast with the Financial Times

Listen to our CEO Charlotte Ransom talk to Claer Barrett, Personal Finance Editor at the Financial Times about a new generation of financially independent women – and how this generational shift changes their needs and preferences as they gain more wealth.

Continue reading

Podcast with the Financial Times

Listen to our CEO Charlotte Ransom talk to Clear Barrett, Personal Finance Editor at the Financial Times about a new generation of financially independent women – and how this generational shift changes their needs and preferences as they gain more wealth.

Continue reading

Thoughts on the Spending Review

The Chancellor of the Exchequer today delivered his Spending Review. The focus was only on government departmental spending, which constitutes a significant part but a minority of overall public spending.

Continue reading

There are factors we can’t control when investing, but note how much of a difference it makes when we pay attention to the factors we can influence.

Continue reading

Rather than individual investors trying to pick the right stocks, the best investment vehicle or most promising region, they should instead focus on an aspect of investing that could make the biggest difference to long-term returns: staying invested.

Continue reading