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Charlotte Ransom, CEO and founder, Netwealth "With the help of Mifid II, 2019 will be the year where clients will know what they are being charged and can act accordingly."
Gerard Lyons, chief economic strategist at Netwealth, the wealth manager,...said the economy "could easily come to a standstill in the early months"
Iain Barnes, head of portfolio management at wealth management firm Netwealth said time in the market is better than timing in the market. 'Mistiming a decision to buy or sell could be incredibly costly for investors..."
Potential changes to inheritance tax (IHT) and capital gains tax (CGT) are top of the worry list for many, says Matt Conradi, head of client advisory at Netwealth."
For a small fee, not too dissimilar to what a DIY investor would expect to pay each year, you can have your portfolio managed by an experienced, dedicated and cost-conscious team, who are watching the screens so you don’t have to."
Iain Barnes, head of portfolio management at Netwealth, says: Your total portfolio is certainly not high risk, given that around 46 percent is invested in cash or cash equivalents."
Netwealth — a platform aimed at much wealthier investors — has been successfully doing this for years, offering financial planning and advice to clients for an hourly fee"
Ransom has found that although there is still a sentiment among women that money is not ‘their thing’, the goal-based investing the firm provides has appealed to them."