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Here's what I am planning to do with my own pension: keep saving into my Sipp (now split between various investment trusts held with Hargreaves Lansdown and passive investments with Netwealth) until there is enough there to provide a base income in retirement."
He's justified to stay," said Gerard Lyons, a strategist at Netwealth Investments "He's done a good job and some of the criticisms of the bank are overdone. The policy project still needs to be fully worked through after the referendum."
The founders think there are problems with transparency, high costs and poor performance in the [wealth management] industry and that Netwealth can offer something new."
Netwealth aims to make investments a family affair by allowing investors to invite their spouse, children, siblings and friends to their network – with each individual retaining their own portfolio. Under the service, called Netwealth Network, fees are calculated on the homogenised investment amount in the network."
[The] founders developed the product after finding that "a core financial consumer base was either underinvested or unhappily invested due to concerns over cost, transparency, performance and quality within discretionary wealth management."
If you are time poor, cash rich and looking for somewhere to invest, who are you going to call? Up to now the answer has been a wealth manager... However, a new online wealth manager is offering a similar service for half the cost, at the click of a button."
Rather than targeting the mass market, the company aims to tap into the wealth management client base, such as those customers serviced by Rathbones, St James's Place and Brewin Dolphin. Speaking to FTAdviser, chief operating officer Mr Salter, who was previously a managing director at JP Morgan, suggested many of the current DFM players in the market create an "illusion of bespoke" by tinkering with ready-packaged portfolios."
One of the most promising challenger firms aiming to take on the established wealth management and private client investment business."
