"The all-in fees for Netwealth clients, including direct and indirect charges, are less than 1 per cent, depending on the size of the pot managed.., the human element is still seen as crucial to Netwealth’s customers."
The Times, 16 July 2021Wealth management that mixes the human factor with high-tech thrift
"Gerard Lyons, chief economic strategist at Netwealth, is concerned that central banks may be overly relaxed about inflation. He says: “The current inflation could be persistent, could be permanent or it could be passing through - the three 'Ps'."
FT Adviser, 05 July 2021What is the long-term outlook for UK inflation?
Dr Gerard Lyons is chief economic strategist at Netwealth [writes] "Delivering upon a clear strategy for the City should ensure success, both in strengthening London’s global competitiveness and in helping to finance domestic growth."
The Times, 28 June 2021Closing the funding gap for small firms must be part of the levelling-up agenda Article behind paywall
"...Charlotte Ransom, chief executive and founder of Netwealth, a tech-based wealth manager...says clients are “growing less and less tolerant of expensive, out-of-date services”. Her company charges an all-in fee of 0.65 per cent a year of AUM, compared to what she says is a typical industry levy of 1.6 per cent."
FT, 25 June 2021Choosing a wealth manager in the post-Covid world Article behind paywall
"Charlotte Ransom, the CEO of wealth manager Netwealth writes...Financial empowerment often comes from better understanding and education. But not enough of us seek help in financial planning, despite the advantages it can give."
FLAURA, 01 June 2021A Former Goldman Sachs Partner Helps Us Take Charge of Our Financial Wellbeing
"Despite the challenging environment, Netwealth went from strength to strength in 2020...The business had high client retention rates and year-on-year growth of 35 percent, as well as launching a new client app."
thewealthnet, 25 May 2021Get to know the 50 Most Influential: Charlotte Ransom of Netwealth Article behind paywall
"Iain Barnes says at the moment, Netwealth portfolios are exposed to the small and medium-sized companies in the FTSE 250 index...'these companies which are more geared to the domestic outlook that we think is now improving.'"
"Simon McConnell, portfolio manager at Netwealth, said a holistic view of costs is required, whereby investors need to look beyond annual fees...and also consider the impact of bid-offer spreads and charges associated."
ETF Stream, 17 May 2021Fund buyers reveal best practices for ETF selection
"...says Charlotte Ransom, chief executive of wealth management adviser Netwealth. 'Often, when having conversations about wealth transfer, the focus starts with housing and optimising tax-efficient investing.'"
ThisisMoney, 14 May 2021Are first-time buyers weaning themselves off Bank of Mum and Dad?
"A survey by Netwealth in September 2020, found that a third of wealth management clients in the UK were considering switching provider, with a quarter (23%) blaming poor digital services."
Finextra, 10 May 2021Benefits of a modern tech stack in the wealth management industry