Schedule a phone call or a meeting with a Netwealth adviser to discuss your investment goals and how our service might suit you.
To become a Netwealth client you need a minimum investment of £50,000 (you can open a GIA, ISA or Pension account)
Netwealth is a wealth management service that brings together a highly qualified team, a powerful online service and a robust investment framework.
Clients have access, for a fraction of the industry cost, to experienced financial advisers and portfolio managers while benefiting from cutting edge financial technology.
Access our online investment service now or engage with an investment adviser.
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.
Once you’ve chosen your investments you can easily open your account with Netwealth. We offer GIA, SIPPs, ISAs and JISAs accounts in sterling, dollar and euro denominations.
As a discretionary service Netwealth makes the day-to-day investment decisions on your behalf, and you can access anytime your portfolio online. At a fraction of the industry cost.
Choose your investment goal, select the risk level you’re comfortable with and decide on your contributions. Netwealth offers SIPP, ISA and JISA wrappers.
Clients can access portfolio projections and scenario data to understand potential investment outcomes, helping them to adjust their investment preferences accordingly.
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.
Netwealth portfolios are predominantly invested in Exchange Traded Funds or (ETFs). These are traded on a stock exchange and they aim to track the performance of a particular index of stocks, bonds or other assets. ETFs remain more cost-effective and arguably more successful at providing positive returns to investors than actively managed funds.
Netwealth also invests in open-ended investment companies (OEICs) and Unit Trusts, and takes direct holdings in Gilts (UK Government bonds). Netwealth is fully independent and is therefore not tied to any specific provider.
Find out more about our investment process here
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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Over 25 years of experience in private wealth management and investment banking. Goldman Sachs partner for 10 years.
Over 15 years’ experience in financial services. Managing Director and global head of equity and multi-asset quantitative investment strategies at JP Morgan.
27 years as an economic strategist at Chase Manhattan, Swiss Bank and Standard Chartered. Previously Chief Economic Adviser to Boris Johnson.
15 years’ experience in asset management for both institutional and retail clients at UBS and Schroders, across active and passive strategies.
Over 20 years’ experience developing and delivering software systems for the insurance, financial services and marketing industries.
Extensive experience of change management, controls implementation, operational oversight and leading large-scale teams. Former executive director at JP Morgan.
7 years’ experience in discretionary wealth management as a portfolio manager, advising and investing for private clients at Julius Baer and Merrill Lynch in London.
18 years’ experience in financial services as a chartered accountant, 7 years in practice and 11 years in asset management.
Over 15 years’ experience in marketing across different industries and countries. Digital entrepreneur and former director at Samsung Electronics.
Over 20 years experience in financial regulation in the UK with experience in authorising new firms at the FCA and advising start-ups in the private sector.
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.
*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.