Our Views on the Markets and the Economy

Technology makes life easier. It makes it simpler for you to access and manage your money, and it allows us to be more agile in the development of intelligent services for you.

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Britain’s wealth management industry is in need of big overhaul. The bespoke portfolio - which is more likely to underperform than a centrally managed portfolio and cost clients more - illustrates why this industry is ripe for change.

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An overall financial plan is the bedrock of any successful long-term personal savings and investment strategy. It will help to ensure you are matching your savings – and where appropriate, investments – to your future needs so that you can meet all of your goals.

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Is DIY Investing a Cheap Trick?

Investors may sometimes reasonably ask: “If you are passive investors, why don’t I just invest in passive funds and ETFs directly myself?” Let us explain the benefits of choosing a discretionary wealth manager like Netwealth to manage your money for you.

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How a Wealth Manager Can Help You Do It Yourself

With an abundance of financial information now available online, as well as easy access to low-cost trading platforms, it’s no wonder that so many UK investors consider managing their own wealth.

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The China-US Trade Talks

A quick update on China, which has come back to centre stage for financial markets. The current big focus is on the US-China trade talks, but also there is wider concern about the state of the Chinese economy.

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New year forecasts, it appears, according to the media, have already started to be revised in the US in the wake of recent market turmoil. And that is within the first week of the new year!

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Numbers of the Year

A snapshot of some of the important numbers of 2018 - and some numbers we found interesting.

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Market Review of 2018 and 2019 Outlook

Without doubt 2018 has been a challenging year for investors, with the majority of major asset classes posting negative returns for the year. We look back at 5 key themes that have influenced markets and highlight topics that we will be focusing on in 2019.

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What Lies Ahead in 2019?

What lies ahead in 2019? As we end 2018 there is a negative mood impacting equity indices across the globe and current market thinking about what the future may hold.

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