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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:

  • Investor Chronicle Investor Chronicle
  • Master Investor Master Investor
  • Money Week Money Week

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.

Find Out More

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.

Access Now

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.

Meet the Team

Iain Barnes Iain Barnes

Iain Barnes

Head of Portfolio Management

Iain Barnes Iain Barnes

Iain Barnes

Head of Portfolio Management

Over 15 years' experience in multi-asset investment management for both institutional and high net worth clients at UBS and Schroders, across active and passive strategies.

Articles by Iain
Matt Conradi Matt Conradi

Matt Conradi

Head of Client Advisory

Matt Conradi Matt Conradi

Matt Conradi

Head of Client Advisory

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 Charlotte Ransom

Charlotte Ransom

FOUNDER AND CEO

Charlotte Ransom Charlotte Ransom

Charlotte Ransom

FOUNDER AND CEO

Over 25 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 and 2020 and awarded Wealth Manager of the Year and Woman of the year, in 2019.

Articles by Charlotte
Gerard Lyons Gerard Lyons

Gerard Lyons

Chief Economic Strategist

Gerard Lyons Gerard Lyons

Gerard Lyons

Chief Economic Strategist

27 years as an economic strategist at Chase Manhattan, Swiss Bank and Standard Chartered. Previously Chief Economic Adviser to the Mayor of London.

Articles by Gerard
Rachel Willox Rachel Willox

Rachel Willox

HEAD OF OPERATIONS AND CLIENT SERVICE

Rachel Willox Rachel Willox

Rachel Willox

HEAD OF OPERATIONS AND CLIENT SERVICE

Over 20 years' experience in financial services controls, change management and operational oversight. Former executive director at JPMorgan

Articles by Rachel

In the Press

...squarely aimed at well-off investors who want value for their money.

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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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