Wealth Management as it should be

Netwealth is a wealth management service that brings together a highly qualified team, a powerful online service and a robust investment framework.

Access our online investment service now or engage with an investment adviser.

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A new approach to managing your investments

Design your investments online or talk with an adviser beforehand

Get immediate access to our Online Investment Service and choose the best portfolios for different financial goals. Engage with a financial adviser at any time.

Open your account online in minutes

Once you’ve chosen your investments you can easily open your account with Netwealth. We offer GIA, SIPP, ISA and JISA accounts in sterling, dollar and euro denominations.

Let our investment team manage your portfolios

As a discretionary service Netwealth makes the day-to-day investment decisions on your behalf, at a fraction of the industry cost. You can access your portfolios online at any time.

Choose Netwealth

When investing your capital is at risk

A Robust Online Investment Service

Invest based on your financial goals

Choose your investment goal, select the risk level you’re comfortable with and decide on your contributions. Netwealth offers SIPP, ISA and JISA wrappers.

Review your investment projections

Clients can access portfolio projections and scenario data to understand potential investment outcomes, helping them to adjust their investment preferences accordingly.

Access your portfolio performance

Once you have opened an account with Netwealth, the platform allows you to monitor holdings and exposures by asset class, sectors and regions and drill down into detailed portfolio performance.

How Netwealth Invests

We offer a range of portfolios across the spectrum of risk and return, all built around our core analysis, expectations and views. Each client’s choice of Risk Level will drive the relative allocation to lower risk assets such as government bonds and riskier assets such as diversified equities. All our portfolios aim to generate returns in excess of inflation over time, and we invest portfolios wholly into assets with daily liquidity. We are fully independent and are therefore not tied to any specific provider.

We aim to deliver attractive portfolio performance over the medium to long term to enable clients to meet their investment goals. We do this by providing clients access to a professionally managed, diversified and cost-effective investment service supported by in-depth financial analysis and insights.

Find out more about our investment process here

Qualified Financial Advice

Netwealth has a team of qualified Investment Advisers to provide you with advice on how best to invest for the future. We understand that the amount and nature of advice you need will vary depending on your unique circumstances.

Netwealth’s investment advice service allows you to either receive advice on a one-off or on an ongoing basis. With one-off advice, our advisers will discuss your requirements and provide a recommendation. This might range from a full review of your financial needs and circumstances, a pre-transfer review of your existing investments, guidance on tax efficient allocation of your assets or a combination of these.*

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Investment Philosophy

Our objective is to deliver attractive portfolio performance over the medium-to-long-term, enabling clients to meet their investment goals. We do this by providing cost-effective access to a professionally managed service, supported by in-depth financial analysis and insights.

We believe in the compounding value of minimising unnecessary, attritional costs to client portfolio returns. We build high quality, globally diversified, mutli-asset portfolios to deliver

sustainable, long-term performance. We take views based on long-term strategic thinking, which affords us the ability to be patient in order for our views to be rewarded, and we are resistant to the temptations of excessive trading which are often used to justify the notion of active management.

Building Strategic

Selecting Investments
for the Portfolios

Adopting Cyclical

Executive Team

Charlotte Ransom

Founder and CEO

Over 25 years of experience in private wealth management and investment banking. Goldman Sachs Partner for 10 years.

Thomas Salter

Founder and COO

Over 15 years’ experience in financial services. Managing Director and global head of equity and multi-asset quantitative investment strategies at JPMorgan.

Gerard Lyons

Chief Economic Strategist

27 years as an economic strategist at Chase Manhattan, Swiss Bank and Standard Chartered. Previously Chief Economic Adviser to Boris Johnson.

Iain Barnes

Head of Portfolio Management

15 years’ experience in asset management for both institutional and retail clients at UBS and Schroders, across active and passive strategies.

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.

Rachel Willox

Head of Operations and Client Service

Extensive experience of change management, controls implementation, operational oversight and leading large-scale teams. Former executive director at JPMorgan.

Chris Arnold

Chief Technical Officer

Over 20 years’ experience developing and delivering software systems for the insurance, financial services and marketing industries.

Chris Charlton

Chief Financial Officer

18 years’ experience in financial services as a chartered accountant, 7 years in practice and 11 years in asset management.

Francisco van Zeller

Chief Marketing Officer

Over 15 years’ experience in marketing across different industries and countries. Digital entrepreneur and former director at Samsung Electronics.


Security is a vital aspect of our proposition and we apply superior security measures to both our clients’ accounts and to our technology.

All client assets are separately custodied and ring fenced. Client money is held in accordance with the applicable FCA rules and protected under the Financial Services Compensation Scheme (FSCS).

Netwealth uses dual-factor authentication for client log in and all personal data is securely encrypted both at rest and when transmitted. Our network host actively mitigates DDoS (Distributed Denial of Service) attacks, as well as applying regular penetration testing.

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*Our advisers offer restricted advice that relates to Netwealth’s products and services and do not consider the whole market. Netwealth does not provide tax or legal advice, and does not advise on pension transfers. If you would like a fuller assessment of your overall financial situation, would like tax or estate planning advice, are unsure as to any aspect of financial, legal and tax in relation to your individual circumstances and requirements, or are unsure about anything with respect our service you should seek independent financial advice.

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