Netwealth Managed Portfolio Service

  • High quality, liquid and globally diversified portfolios across seven risk-return profiles
  • Cost-effective investing – discretionary management fee of 0.20% + VAT
  • Experienced team looking after the client’s investments and making day-to-day decisions on their behalf
  • Regular portfolio rebalancing
  • Available exclusively to financial advisers through the Transact Wrap Service

Our Philosophy

We believe wealth management should combine the best elements of a traditional discretionary service with the benefits of a technology-enhanced approach.

We have brought together a highly qualified team, a robust investment framework and a range of centrally managed portfolios that enable clients to meet their investment goals, at the same time as keeping the costs of investing to a minimum.

Helping clients meet their financial goals with our "Three-pot Theory"™

Our Three Pot Philosophy

Helping clients meet their financial goals with our "Three-pot Theory"™

In our experience, a helpful way for clients to think about their assets is managing them across three hypothetical pots. These pots tend to represent how they live their lives, thus making financial planning more intuitive and accessible.

Netwealth helps clients with Pot 2.

Our Approach

Experienced Team

Robust Investment Framework

Active Allocations, Passive Instruments

Netwealth’s ambition is to deliver attractive portfolio performance over the medium to long term in order to give clients the best chance of meeting their investment goals.

We make active decisions about asset allocation and the appropriate markets to invest in while staying within the client's chosen risk parameters. We access markets predominantly through passive funds and ETFs to ensure high levels of diversification and to help keep the cost of investing low.

Our investment approach has three distinct pillars

Pillar 1 - Strategic Allocations

Building Strategic Allocations

The long term mix of asset classes which drives the risk-return characteristics of each Risk Level

Pillar 2 - Instrument Selection

Instrument Selection

Deciding how best to gain exposure to our desired markets and selecting the most effective instruments

Pillar 3 - Adopting Cyclical Positions

Adopting Cyclical Positions

Adjusting the portfolios to mitigate the risks of current market conditions

Risk management is embedded in every stage of the investment process

Portfolios managed by an experienced macro and multi-asset investment team

Views based on long term strategic thinking, so we can be more patient for the investment team’s views to be rewarded

Conviction in the significant compounding value over time of minimising unnecessary, attritional costs within client portfolios

100% daily liquidity, but resistant to excessive trading

Our investment is in the experts that manage your clients' investments

Netwealth has created an investment team dedicated to giving you and your clients peace-of-mind and saving you time.

Meet the team

Working with intermediaries

Smaller fees make a big difference

We believe in the long term value of keeping the total cost of investing as low as possible and compounding this benefit up over time.

When comparing Netwealth's annual MPS total charges of 0.48% to the median UK MPS total charges of 1.05%, clients could be £50,000 better off due to fees alone, over a 20 year investment period.*

Netwealth's Fees Chart

* The median UK MPS total charges of 1.05% are calculated as the median AMC of 0.36% (inc. VAT) and the median underlying fund OCF of 0.69% of the DFMs listed in research by Platforum published in their UK Fund Distribution: Model Portfolios on Platform paper in July 2017. The Netwealth MPS total charges are calculated as the AMC of 0.24% (inc. VAT) and the estimated fund costs of 0.24%.

Fees and Charges

Netwealth Management Fee (inc. VAT)

0.24%

Estimated Fund Costs

0.24%

Estimated Total Charges*

0.48%
Netwealth Discretionary Fee   Estimated Underlying Fund Costs  
Discretionary Management Fee 0.20% Fund Charges 0.19%
VAT 0.04% Fund Cost of Trading 0.05%

*Other costs of investing are applicable in relation to the friction costs of trading within the portfolios. The ongoing costs of trading are related to the spread between purchase and sale prices of instruments that are bought and sold on behalf of the client by Netwealth on an ongoing basis. The annual costs of trading are estimated to be 0.05%.

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Contact Us

+44 (0) 20 3795 4763

Feel free to call us any time between 8-6 Monday to Friday

intermediaries@netwealth.com

Email the team and we will respond as soon as possible

Netwealth Investments Ltd

60 Charlotte Street, London, W1T 2NU

If at any time you wish to make a complaint in relation to our services to you, please contact the Head of Client Service at complaints@netwealth.com and we will endeavour to resolve your complaint promptly.

If your complaint remains unresolved 8 weeks from the date you made the complaint, you have the right to refer it to the Financial Ombudsman Service, whom can be contacted by:

In accordance with FCA rules we maintain professional indemnity insurance commensurate with the nature and scale of our business.