Wealth management as it should be
Helping private investors with their financial planning and investing, at a fraction of the industry cost
In partnership with:
Netwealth and private investors
Netwealth has long-established experience helping private investors with their personal finances, including savings, ISAs and pensions. We are credited partners of high-profile titles including the FT, The Times and The Spectator, and provide their audiences with advice and investment management services.
Our services for private investors
- Engage with qualified financial advisers in a meeting or over an audio or video call
- Invest at any time in high-quality, globally diversified portfolios, with much lower fees
- Control your asset allocations with different portfolio risk levels and make changes at any time
- Invest using ISAs, JISAs, the Netwealth Personal Pension or taxable accounts
- Access to powerful financial planning and investing tools, at no additional cost
- Receive regular updates on the markets and the economy from our experts
You'll be much better off giving your money to Netwealth... rather than trying to choose the stocks yourself.
Jim Mellon, PRIVATE INVESTOR
Find out more about our service and different account options
Qualified financial planning and investment management, at much lower fees.
Find Out MorePlan 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.
Access NowMeet 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, and 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
Matt has over 10 years’ experience in discretionary wealth management as a portfolio manager, advising and investing for private clients 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. Goldman Sachs Partner for 10 years. Recognised by PAM as one of the ’50 Most Influential’ in 2019, 2020 and 2021 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
Gerard has over 30 years’ experience as an economic strategist at Chase Manhattan, Swiss Bank and Standard Chartered. Between 2013 and 2016 he was the Chief Economic Adviser to the Mayor of London.
Articles by Gerard
Merryn Somerset Webb
Netwealth Non-executive Director
Merryn Somerset Webb
Netwealth Non-executive Director
Merryn has worked in and commentated on finance and the financial services industry for more than 20 years. She is is editor-in-chief of MoneyWeek and columnist for the Financial Times.
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.
In the Press
…squarely aimed at well-off investors who want value for their money.
The Sunday Telegraph (1)
Go, for example, to newish wealth management company Netwealth…
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...Netwealth's technology also allows the firm to charge around a third of the cost of a traditional wealth manager...
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