Our Views on the Markets and the Economy

Articles, investment updates and economic analysis

Wealth management uncovered – clients will be the winners and it’s long overdue

Last week, SJP, the largest wealth manager in the UK, saw its shares fall 30% in a single day. The catalyst is increased regulatory concern about fees and ongoing services driven by the introduction last July of the Consumer Duty. The regulator is, once again, having to introduce legislation to ensure that financial consumers are being treated fairly and getting value for money.

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“I’ve inherited £240k. Should I ask a financial adviser what to do with it?”

Our CEO Charlotte Ransom answers a weekly question for readers of the i paper – helping them to better understand their investments and how to effectively plan their finances to achieve their long-term goals. Many of these questions are also highly relevant for Netwealth readers.

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“I’ve just got divorced – how should I invest my £460,000 settlement lump sum?”

Our CEO Charlotte Ransom answers a weekly question for readers of the i paper – helping them to better understand their investments and how to effectively plan their finances to achieve their long-term goals. Many of these questions are also highly relevant for Netwealth readers.

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“My husband and I downsized – what should we do with the £330k?”

Our CEO Charlotte Ransom answers a weekly question for readers of the i paper – helping them to better understand their investments and how to effectively plan their finances to achieve their long-term goals. Many of these questions are also highly relevant for Netwealth readers.

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“My 62-year-old mum has £640k in the bank but a fear of investing – how can I help?”

Our CEO Charlotte Ransom answers a weekly question for readers of the i paper – helping them to better understand their investments and how to effectively plan their finances to achieve their long-term goals. Many of these questions are also highly relevant for Netwealth readers.

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“I am retiring in seven years with £320k saved – how can I make it last?”

Our CEO Charlotte Ransom answers a weekly question for readers of the i paper – helping them to better understand their investments and how to effectively plan their finances to achieve their long-term goals. Many of these questions are also highly relevant for Netwealth readers.

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"I’m in my 50s earning £70k a year – how can I ensure a retirement with holidays abroad?"

Our CEO Charlotte Ransom answers a weekly question for readers of the i paper – helping them to better understand their investments and how to effectively plan their finances to achieve their long-term goals. Many of these questions are also highly relevant for Netwealth readers.

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I sold a £460k rental flat due to the mortgage crisis – can the money help fund my retirement?

Our CEO Charlotte Ransom answers a weekly question for readers of the i paper – helping them to better understand their investments and how to effectively plan their finances to achieve their long-term goals. Many of these questions are also highly relevant for Netwealth readers.

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What makes Netwealth different?

For generations wealth managers have operated within a comfortable and unchallenged niche: they invest money on behalf of their clients and update them of their progress once or twice a year. The implied message has been that clients don’t need to bother themselves about their portfolios, since it’s all under control.

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Why we launched MyNetwealth and how it can transform financial lives

Having all the right information is key to building a successful financial plan for the future. However, the challenges to obtaining this information is why we set up MyNetwealth – a unique service in the UK to help investors track all their investments in one place and make informed planning decisions around their wealth and what it can do for them.

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