Schedule a phone call or a meeting with a Netwealth adviser to discuss your investment goals and how our service might suit you.
To become a Netwealth client you need a minimum investment of £50,000 (you can open a GIA, ISA or Pension account)
Netwealth is a wealth management service that has brought together a highly qualified team, a powerful online platform and a robust investment framework. Clients have access, for a fraction of the industry cost, to experienced financial advisers and portfolio managers while benefiting from cutting edge financial technology.
Netwealth portfolios are predominantly invested in Exchange Traded Funds or ETFs. These are traded on a stock exchange and they aim to track the performance of a particular index of stocks, bonds or other assets. ETFs remain more cost-effective and arguably more successful at providing positive returns to investors than actively managed funds.
Netwealth also invests in open-ended investment companies (OEICs) and Unit Trusts, and takes direct holdings in Gilts (UK Government bonds). Netwealth is fully independent and is therefore not tied to any specific provider.
Netwealth makes use of the latest technology to deliver our service, without compromising on quality or security, at a cost substantially below conventional wealth managers. Our all-in management fees start at 0.35% and are never higher than 0.65%.