Netwealth has extensive experience helping finance professionals to plan and manage their personal finances. We are established partners of the leading industry bodies, the ICAEW and ACCA, providing their members with education, advice and investment management services.
We understand the importance of tax planning, which is why our measured approach to controlling the controllable elements of planning and investing, such as automatically making the most of available tax allowances and wrappers whilst keeping costs low, appeals to the community.
Qualified financial planning and investment management, at much lower fees.Find Out More
Developed by our investment and technology experts, our online service allows you to plan for different outcomes and account types and invest at any time.ACCESS NOW
Qualified client advisers help you plan your financial affairs and select appropriate portfolios.
Globally diversified, high-quality portfolios managed by an experienced team.
Available for your own financial planning and investing.
All-in fees a fraction of traditional wealth management providers.
Head of Portfolio Management
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.Articles by Iain
Head of Client Advisory
Over 10 years' experience in discretionary wealth management as a portfolio manager, advising and investing for private clients previously at Julius Baer and Merrill Lynch in London.Articles by Matt
FOUNDER AND CEO
Over 25 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 and 2020 and awarded Wealth Manager of the Year and Woman of the year, in 2019.Articles by Charlotte
Chief Economic Strategist
27 years as an economic strategist at Chase Manhattan, Swiss Bank and Standard Chartered. Previously Chief Economic Adviser to the Mayor of London.Articles by Gerard
HEAD OF OPERATIONS AND CLIENT SERVICE
Over 20 years' experience in financial services controls, change management and operational oversight. Former executive director at JPMorganArticles by Rachel
…squarely aimed at well-off investors who want value for their money.
Go, for example, to newish wealth management company Netwealth…
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…Netwealth's technology also allows the firm to charge around a third of the cost of a traditional wealth manager…
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