We believe wealth management should combine the best elements of a traditional discretionary service with the benefits of a technology-enhanced approach.
So we have brought together a highly qualified team, a powerful online service, a robust investment framework and access to experienced advisers if needed – all at a fraction of the industry cost.
A helpful way to think about your assets is managing them across three hypothetical pots. These pots tend to represent how we live our lives, thus making financial planning more intuitive and accessible.
Netwealth helps clients with Pot 2.
Pot 2 is designed to be the 'sleep well' money for investments that may need to help generate a secure income over the medium to long term, such as for school fees, retirement or for elderly care. It is usually funded by savings in ISAs, pensions and general investment accounts. Pot 2 should be managed in a way which ensures it is flexible, transparent and low cost.Financial Planning
Defining your objectives and planning for the future will help you choose the right combination of risk levels and account types.
These choices will always be the biggest driver of your portfolio outcomes. We have the team and tools to help you put a plan in place and check back in on a regular basis.
Our centrally managed approach to investment ensures you always access the best thinking of the firm.
Netwealth’s experienced team have carefully combined different asset classes to provide you with globally diversified portfolios, with the aim of maximising return for your chosen level of risk.
We focus on the elements of investing that are within your control. By lowering the costs of investing and making use of tax wrappers and allowances where possible, you can significantly improve your net returns.
Netwealth's service can add to your investment results with our wide range of account types and helpful automation features.
When investing your capital is at risk
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 JPMorgan.
27 years as an economic strategist at Chase Manhattan, Swiss Bank and Standard Chartered. Previously Chief Economic Adviser to Boris Johnson.
Over 15 years’ experience in multi-asset investment management for both institutional and high net worth clients at UBS and Schroders, across active and passive strategies.
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.
Over 20 years' experience in financial services controls, change management and operational oversight. Former executive director at JPMorgan
Over 20 years’ experience developing and delivering software systems for the insurance, financial services and marketing industries.
Over 20 years' experience in financial services as a chartered accountant, both in practice and in asset management.
Over 15 years’ experience in marketing across different industries and countries. Digital entrepreneur and former director at Samsung Electronics.
Edward has over 35 years' experience in the investment market and extensive knowledge of the fund management business.
Michael is an entrepreneur and investor, with over 15 years’ experience in investments and financial services.
Merryn has worked in and commentated on finance and the financial services industry for more than 20 years.
Charlotte founded Netwealth in early 2015. Having started her career at JPMorgan she spent 20 years at Goldman Sachs, serving as a Partner for 10 years.
Tom co-founded Netwealth with Charlotte in early 2015. He has more than 15 years’ experience in financial services, the majority spent at JPMorgan.
Charlotte Ransom, chief executive of Netwealth, said given advances in technology, there is no reason why investors should not be able to access their portfolios in order to see how much they are paying for wealth management services.” Netwealth in the Press
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