Talk today with one of our qualified investment advisers

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)

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or contact us between 8am - 6pm Monday to Friday on +44 (0) 20 3795 4784 or advice@netwealth.com

Wealth management as it should be

Seasoned investment team. Powerful investment platform.

Professional Advice

Dedicated client advisers help you with your financial affairs and to select appropriate portfolios

Powerful Online Tools

Set your financial goals, access portfolio projections and closely monitor assets’ performance

A Cost-effective Service

Management fees a fraction of traditional wealth management players

The Netwealth Difference

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.

A Seasoned Team

Charlotte Ransom

Founder and CEO

Over 25 years of experience in private wealth management and investment banking. Goldman Sachs partner for 10 years.

Thomas Salter

Founder and COO

Over 15 years’ experience in financial services. Managing Director and global head of equity and multi-asset quantitative investment strategies at JP Morgan.

Gerard Lyons

Chief Economic Strategist

27 years as an economic strategist at Chase Manhattan, Swiss Bank and Standard Chartered. Previously Chief Economic Adviser to Boris Johnson, Mayor of London.

Iain Barnes

Head of Portfolio Management

15 years’ experience in asset management for both institutional and retail clients at UBS and Schroders, across active and passive strategies.

Chris Arnold

Chief Technical Officer

Over 20 years' experience developing and delivering software systems for the insurance, financial services and marketing industries.

Rachel Willox

Head of Operations and Client Service

Extensive experience of change management, controls implementation, operational oversight and leading large-scale teams. Former executive director at JP Morgan.

Powerful online tools

Set your financial goals and design your investment portfolio in minutes with Netwealth’s online platform. Plan for different aims such as retirement or a significant purchase and monitor your holdings and exposures by asset class, sectors and regions. And with Netwealth’s forecasting tools you can adjust your investment preferences anytime, to ensure you meet your objectives.

Where Netwealth Invests

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.

Save thousands of pounds in management fees

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%.