Expert Wealth Management at a lower cost, powered by technology

Modern wealth management led by a team of experts and a technology-enhanced approach

Our Philosophy

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.

About Financial Advice About Financial Advice
Three Pots@2X

Meeting your financial goals with our "Three-pot Theory"™

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.


Our Approach

Bespoke objectives

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 a team and tools to help you put a plan in place and check back in on a regular basis.


Centrally managed portfolios

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, either from our range of core portfolios or socially responsible investment strategies, with the aim of maximising return for your chosen level of risk.

Improving the bottom line

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.

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Executive Team & Board of Directors

Executive Team

Charlotte Ransom Charlotte Ransom

Charlotte Ransom


Over 30 years' of experience in private wealth management and investment banking. Goldman Sachs Partner for 10 years. Recognised by PAM as one of the ’50 Most Influential’ in 2019, 2020, 2021 and 2022 and awarded Wealth Manager of the Year and Woman of the year, in 2019.

Thomas Salter Thomas Salter

Thomas Salter


Over 20 years' experience in financial services. Former Managing Director and Global Head of Equity and Multi-asset Quantitative Investment Strategies at J.P. Morgan.

Gerard Lyons Gerard Lyons

Gerard Lyons

Chief Economic Strategist

Gerard has over 30 years’ experience as an economic strategist at Chase Manhattan, Swiss Bank and Standard Chartered. Between 2013 and 2016 he was the Chief Economic Adviser to the Mayor of London.

Iain Barnes Iain Barnes

Iain Barnes

Chief Investment Officer

Iain has over 20 years of investing multi-asset portfolios at Netwealth, UBS and Schroders, and experience with institutional and high-net-worth clients across active and passive strategies. Iain has been a CFA charter holder since 2003.

Matt Conradi Matt Conradi

Matt Conradi

Head of Client Advisory

Matt has over 15 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 Rachel Willox

Rachel Willox


Over 20 years' experience in financial services controls, change management and operational oversight. Former executive director at J.P. Morgan.

Chris Arnold Chris Arnold

Chris Arnold

Chief Technical Officer

Over 30 years' experience developing and delivering software systems for the insurance, financial services and marketing industries.

Chris Charlton Chris Charlton

Chris Charlton


Over 20 years' experience in financial services as a chartered accountant, both in practice and in asset management.

Francisco van Zeller Francisco van Zeller

Francisco van Zeller


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

Michael Harden Michael Harden

Michael Harden


Over 20 years' experience in financial services compliance, with extensive experience in the analysis of regulation and practical application within investment management businesses.

Hannah Soye Hannah Soye

Hannah Soye

Head of People

Hannah has 20 years’ experience in senior People roles in both large corporates and small start-ups. Her focus is on building an employee value proposition which competes with the best and, from a talent perspective, sets us apart culturally from our competitors in the same way that the Netwealth service does for our clients. 

Board of Directors

Edward  Bonham Carter Edward  Bonham Carter

Edward Bonham Carter

Edward has over 35 years' experience in the investment market and extensive knowledge of the fund management business.

Michael Hartweg Michael Hartweg

Michael Hartweg

Michael is an entrepreneur and investor, with over 15 years' experience in investments and financial services.

Charlotte Ransom - Board of Directors Charlotte Ransom - Board of Directors

Charlotte Ransom

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.

Thomas Salter - Board of Directors Thomas Salter - Board of Directors

Thomas Salter

Tom is co-founder of Netwealth and oversees the operating business across portfolio management, operations and technology, as well as the build-out and evolution of new aspects of the service.

Netwealth in the Press

"Netwealth’s straightforward technology and emphasis on lower fees has attracted clients looking for something new in the sector.

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Contact Us

+44 (0) 20 3795 4747

Feel free to call us any time between 8-6 Monday to Friday

Email the team and we will respond as soon as possible

Netwealth Investments Ltd

Two Fitzroy Place, 8 Mortimer Street, London, W1T 3JJ

Contact Map@2X Contact Map@2X