The comfort of knowing that my SIPP funds are professionally managed, at considerably lower fees
Netwealth has extensive experience helping legal professionals with their personal finances, including savings, ISAs and pensions.
We work with different law firms and professional titles, such as The Lawyer, providing advice and investment management services.
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, and 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
Matt has over 10 years’ experience in discretionary wealth management as a portfolio manager, advising and investing for private clients 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. Goldman Sachs Partner for 10 years. Recognised by PAM as one of the ’50 Most Influential’ in 2019, 2020 and 2021 and awarded Wealth Manager of the Year and Woman of the year, in 2019.Articles by Charlotte
Chief Economic Strategist
Gerard has over 30 years’ experience as an economic strategist at Chase Manhattan, Swiss Bank and Standard Chartered. Between 2013 and 2016 he 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 J.P. Morgan.Articles by Rachel
Go, for example, to newish wealth management company Netwealth…
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…squarely aimed at well-off investors who want value for their money.
The Sunday Telegraph (1)
...Netwealth's technology also allows the firm to charge around a third of the cost of a traditional wealth manager...
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