Netwealth In The Press

Tom Kimche, senior client adviser at Netwealth, says: 'You have sufficient funds for your immediate expenditure as you have over six months’ worth of expenses as cash...'

Investors' Chronicle, 27 January 2023

Can I go part-time now and still afford to retire later? Article behind paywall
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Gerard Lyons, chief economist at Netwealth [...], said that while it was too early to assess the impact of the EPL [Energy Profits Levy] on investment and tax revenues, the “uncertain tax environment” linked to oil and gas exploration had “not been helpful to investment in the North Sea”.

The Telegraph, 24 January 2023

Windfall tax raised 25pc less than forecast in December, official data shows Article behind paywall
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The figures were better than expected but they weren't that big a surprise" Gerard Lyons, chief economic strategist at Netwealth [...]

Sky News - Ian King podcast, 13 January 2023

Surprising GDP figures
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New companies include, for example Netwealth, where automated advice is supplemented by personal services, for which extra fees are charged. Netwealth said its total cost, including annual advice, is 1 per cent."

FT, 13 January 2023

Advice plans under scrutiny after Peter Hargreaves’s criticism Article behind paywall
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Tighter monetary policy, coupled with an easing of supply chain disruptions, will contribute to a significant deceleration in CPI over the year, according to Gerard Lyons, chief economic strategist at Netwealth, the wealth manager."

The Times, 03 January 2023

What's in store this year for the economy? Article behind paywall
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Gerard Lyons, chief economic strategist at Netwealth: I don’t expect the UK to either outperform or lag other major western countries over the next year. That is because the challenges confronting the UK are similar to those faced elsewhere. [...]"

FT, 02 January 2023

UK economists' survey Article behind paywall
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[Edward Bonham Carter] also spends time at two FTSE 100 companies — the property company Landsec and media group ITV, where he is a non-executive director — as well as at Netwealth, a fund management firm where he is chairman.

The Times, 11 December 2022

Jupiter’s Edward Bonham Carter: It’s good to be able to laugh at yourself Article behind paywall
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In this Boost, Charlotte will give you the information you need to make sure your investments and financial plans achieve the same high performance you have come to expect in other areas of your life…

High Performance, 01 December 2022

Finding financial wellness
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Gerard Lyons, chief economist at wealth manager Netwealth [...] said the troubling data underlined the need for reforms to boost the UK’s competitiveness.
Charlotte Ransom, chief executive of wealth manager Netwealth, told me that "a lack of awareness about all-in wealth management fees and their impact is the least well understood problem" facing investors and that “investors are generally overpaying by at least 1 per cent each year".