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 an investment 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.
Over 25 years of experience in private wealth management and investment banking. Goldman Sachs partner for 10 years.
Over 15 years’ experience in financial services. Managing Director and global head of equity and multi-asset quantitative investment strategies at JP Morgan.
27 years as an economic strategist at Chase Manhattan, Swiss Bank and Standard Chartered. Previously Chief Economic Adviser to Boris Johnson.
15 years’ experience in asset management for both institutional and retail clients at UBS and Schroders, across active and passive strategies.
Over 20 years’ experience developing and delivering software systems for the insurance, financial services and marketing industries.
Extensive experience of change management, controls implementation, operational oversight and leading large-scale teams. Former executive director at JP Morgan.
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%.