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 financial planning, which is why our measured approach to controlling the controllable elements, such as automatically making the most of available tax allowances and wrappers whilst keeping costs low, appeals to the community.
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
Iain has 20 years of investing multi-asset portfolios at Netwealth, UBS and Schroders. Experience with institutional and high net worth clients across active and passive strategies. Iain has been a CFA charter holder since 2003.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 30 years' of experience in private wealth management and investment banking, and a 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
With over 30 years’ experience as an economic strategist, Gerard is responsible for Netwealth’s macroeconomic outlook and strategy. He was previously at Chase Manhattan, Swiss Bank and Standard Chartered and between 2013 and 2016 was the 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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