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Gerard Lyons, Chief Economic Strategist at Netwealth, says: "...the government could actually make life a lot simpler for everyone by deciding that the [stamp duty] tax...is either reduced significantly or ideally eliminated."
Charlotte Ransom, CEO of Netwealth, says: clarity is key... [wealth managers] should have great technology that gives their clients a high level of transparency in terms of how their portfolios are performing and why they’re performing the way they are..."
Gerard Lyons, chief economic strategist at Netwealth, writes: "From this Easter, unlocking will be the trigger for a strong recovery. More significantly, by the beginning of next year, the economy will have rebounded to be back to where it was on the eve of the pandemic."
Sam Pitts-Tucker, Senior Client Adviser at Netwealth: It would make sense for her to think about moving £20,000 a year into Isas to minimise the impact of tax, a process that can be automated by an adviser like Netwealth.
Charlotte Ransom, chief executive of Netwealth, has been included in the 2021 PAM 50 Most Influential for the third year running. This is the definitive list of those at the forefront of shaping private client wealth management in the UK and Crown Dependencies.
Netwealth, a “challenger” wealth manager, has named a longstanding figure in the asset management sector, Edward Bonham Carter, as its chairman.
Gerard Lyons, chief economic strategist at Netwealth, writes: “Politicians will have to decide on what is an appropriate level of risk. That requires a clear exit strategy and road map for the future..."
With the industry in flux, Mr Bonham Carter is taking on a new role as chairman of Netwealth,...Netwealth has “had a good record” in the Covid crisis, he says, both in terms of its technology coping with customer demand and in terms of business.
