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Chief investment officer Iain Barnes tells MoneyWeek: “We do not aim to hold cash for clients on a long-term basis and encourage clients to invest in line with their intended risk profile. However, any ancillary, uninvested cash which is held across the Netwealth platform, either for liquidity purposes or for accounts in transition, currently receives an interest rate of 3.73% on sterling accounts.”
Risk management is always key. Fears need to be kept in context, as it is less a case of the UK becoming dependent upon China and more of diversifying, while retaining strong global ties.
Matt Conradi, deputy CEO and head of client advisory at Netwealth, said: “When advising clients, pension assets are now likely to be pro-actively considered as part of spending or gifting plans in a way that they were not previously.”
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Since, according to Charlotte Ransom of Netwealth, the average ISA holder typically maintains their account for five years or more, many savers who currently hold cash ISAs may benefit from a stocks and shares ISA. That’s because, over five years or more, investing in the stock market tends to produce greater returns than cash savings.
“The ability of monetary policy to be the shock absorber may be more limited now because of the price impact of tariffs, and the stickiness of inflation,” said Gerard Lyons, the chief economist strategist at Netwealth.
Iain Barnes, CIO of Netwealth, says: “The initial idea behind the launch of the firm was to take the best parts of a traditional wealth manager and wrap it in a more technologically friendly set up which enhances the efficiency of the business overall and which allows us to offer reduced costs and better investment returns.”
