Our Views on the Markets and the Economy

We are very pleased to have become the first wealth manager to be awarded a Mumsnet Rated badge, making us one of Mumsnet users’ recommended providers.

Continue reading

Will there be a global recession? What next for policy? Where are the major financial risks? These questions will be to the forefront of minds this week in Washington as the annual meetings of the International Monetary Fund (IMF) and World Bank take place.

Continue reading

How Investors Can Conquer Choice Overload

An abundance of choice is not always a good thing. When browsing a supersized menu or battling a complex smartphone plan, we confront what is known as choice overload. Investors are not immune to its consequences either – and it can have a damaging influence on our wealth.

Continue reading

Economic Update

It is a time of considerable uncertainty. The need to take account of uncertainty in investing has been a central feature of our many webinars and client events throughout this year. Economic, financial, political or policy uncertainty are very evident across many countries and markets.

Continue reading

Managing Uncertainty

Uncertainty seems to be the signature catchphrase of our times – a state often amplified in the world of investing. Countless forces affect the prices and price movements of stocks and bonds: economic factors, company results, trade and political frictions, monetary policy and many, many more.

Continue reading

Economic Update

The economic, financial, political and geopolitical outlook is truly uncertain. A lack of clarity in any one of these areas would be a potential cause for concern, but when the outlook for each one is opaque this compounds the challenges confronting everyone – from policy makers to investors.

Continue reading

Your life’s rhythm is probably quite smooth in your 40s but your cashflow could remain tight. While you are likely nestled on the property ladder, with growing children and reliable earnings, you may value extra freedom.

Continue reading

Today we announce the completion of a third round of fundraising with new commitments of £10 million.

Continue reading

Economic Update

Recent weeks have witnessed continued uncertainty and ongoing volatility across many financial markets. Not just in currency markets, as is often the case, but government bond and equity markets across the globe have experienced large swings, too.

Continue reading

Introducing the Netwealth Wallet Card

Our research team has developed a simple way to demonstrate the potential impact of fees and costs over the years on your investments. We call it the 'Netwealth Wallet Card' and every savvy investor should carry one.

Continue reading