Netwealth in the Press

There might well be wealth managers who exclusively or mainly use passive trackers who could outperform based on their asset allocation mojo, such as Netwealth..."

Financial Times, 31 May 2024

Has Hargreaves Lansdown seen the light? Article behind paywall
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Charlotte Ransom says 'You should evaluate whether you are on track to secure a comfortable retirement at various stages in your life'.
Two personal favourites are MyNetwealth and Guiide, both of which offer helpful visuals and a generally smooth experience. MyNetwealth is divided into two sections: wealth tracking and wealth planning."

Investors' Chronicle, 14 May 2024

How to make a financial plan – without an expensive adviser Article behind paywall
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Finally the Bank of England is acknowledging that money matters,” Gerard Lyons, chief economist strategist at Netwealth, said.

The Times, 10 May 2024

MPC faces up to monetarist critics Article behind paywall
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The scale of fees and the opacity in their disclosure is still disgraceful, according to Charlotte Ransom, founder of Netwealth, a disruptor firm trying to woo clients away from the traditional wealth management sector by offering a comparable level of personal advice but with lower fees."
Pension vs. property gap has widened year-on-year, Netwealth finds"
...there are many different layers that make up the whole, and it is not surprising that investors are not always aware of these different component parts. The result is that the final all-in costs can often reach 2 per cent or more each year..."
Netwealth, a wealth manager, estimates an additional rate taxpayer investing £100,000 in a stocks and shares Isa would save £44,000 in taxes over 10 years, assuming a gross average annual return of 5.9 per cent, net of fees.

Financial Times, 22 March 2024

Isas: the nation’s tax-free favourite turns 25 Article behind paywall
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Simon Lambert, of This is Money, and Matt Conradi, of Netwealth, discuss what investors can do to make the most of the tax-free investing options that they have now."

This is Money, 08 March 2024

How to invest to beat tax raids
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'I think [this issue is] going to affect way more companies than just St James’s Place,' said Charlotte Ransom, CEO of discretionary wealth manager Netwealth."