Wealth management as it should be

Helping private investors with their ISAs, pensions and other investments, at a fraction of the industry cost.

In partnership with:

Netwealth and private investors

Netwealth has extensive experience helping private investors with their personal finances, including savings, ISAs and pensions. We are established partners of high-profile titles including MoneyWeek, Investors Chronicle and Master Investor and have been providing their audiences with advice and investment management services.

Our services for private investors

Invest at any time in high-quality, globally diversified portfolios, with much lower fees
Control your allocations via different portfolio risk levels and make changes at any time
Invest using ISAs, JISAs, the Netwealth Personal Pension or taxable accounts
Engage with qualified financial advisers over a meeting or a call
Access to powerful financial planning and investing tools, at no cost
Receive regular updates on the markets and the economy from our experts

Find out more about our service and different account options

Qualified financial planning and investment management, at much lower fees.

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Plan and manage your wealth with our advanced investment tools

Developed by our investment and technology experts, our online service allows you to plan for different outcomes and account types and invest at any time.

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You'll be much better off giving your money to Netwealth... rather than trying to choose the stocks yourself.

Jim Mellon

PRIVATE INVESTOR

Our Difference

Qualified financial advice

Qualified client advisers help you plan your financial affairs and select appropriate portfolios.

High-quality investing

Globally diversified, high-quality portfolios managed by an experienced team.

Powerful online service

Available for your own financial planning and investing.

Lower fees

All-in fees a fraction of traditional wealth management providers.

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Meet the Team

Iain Barnes

Head of Portfolio Management

Iain Barnes

Head of Portfolio Management

Iain has 20 years of investing multi-asset portfolios at Netwealth, UBS and Schroders. Experience with institutional and high net worth clients across active and passive strategies. Iain has been a CFA charter holder since 2003.

Articles by Iain

Matt Conradi

Head of Client Advisory

Matt Conradi

Head of Client Advisory

Over 10 years' experience in discretionary wealth management as a portfolio manager, advising and investing for private clients previously at Julius Baer and Merrill Lynch in London.

Articles by Matt

Charlotte Ransom

Founder and CEO

Charlotte Ransom

Founder and CEO

Over 30 years' of experience in private wealth management and investment banking, and a Goldman Sachs Partner for 10 years. Recognised by PAM as one of the '50 Most Influential in 2019 and 2020' and awarded Wealth Manager of the Year and Woman of the year in 2019.

Articles by Charlotte

Gerard Lyons

Chief Economic Strategist

Gerard Lyons

Chief Economic Strategist

With over 30 years’ experience as an economic strategist, Gerard is responsible for Netwealth’s macroeconomic outlook and strategy. He was previously at Chase Manhattan, Swiss Bank and Standard Chartered and between 2013 and 2016 was the Chief Economic Adviser to the Mayor of London.

Articles by Gerard