Netwealth Investor Seminars

Join one of our London investor seminars to find out more about our wealth management services

An afternoon with Netwealth

Join Netwealth's CEO and Head of Client Advisory for an online event sharing insights into how our modern approach to investment management helps clients prepare effectively for their financial future.

Our Chief Economic Strategist will also share a comprehensive update on the current market and economic backdrop.

You will have the opportunity to speak directly with members of our Senior and Advisory Teams, where you can put forward your questions around the Netwealth service and your investment concerns.

  • Host: Charlotte Ransom, CEO; Gerard Lyons, Chief Economic Strategist; Matt Conradi, Head of Client Advisory
  • Date: Friday, 10 July 2020
  • Time: 1:00 PM

Can I still afford to retire as planned?

Saving for retirement is more than just about pensions. Learn about the key factors to model for, how to better manage your drawdown and make more informed decisions about your retirement.

  • Host: Tom Kimche, Client Adviser
  • Date: Friday, 24 April 2020
  • Time: 1:00 AM

Is now the right time to invest my cash?

Are you trying to match your savings and investments with your future needs? This webinar looks at when is the right time to start investing and strategies for moving from cash to being invested.

  • Host: Sam Pitts-Tucker, Senior Client Adviser
  • Date: Friday, 24 April 2020
  • Time: 1:00 AM

Protecting your investments in a period of uncertainty

How can you best protect your savings and investments during this volatile period? This webinar aims to help you make better informed investment decisions and understand the importance of having clearly planned financial goals.

  • Host: Matt Conradi, Head of Client Advisory; Iain Barnes, Head of Portfolio Management
  • Date: Friday, 24 April 2020
  • Time: 1:00 AM

How to define a long-term investment goal during uncertainty

Our panel of experts discuss how to prepare your savings and investments during uncertain economic and market conditions, taking into consideration the factors within your control to mitigate the risk of uncertainty and structuring your portfolio.In partnership with ICAEW and ACCA.

  • Host: Charlotte Ransom, CEO; Iain Barnes, Head of Portfolio Management
  • Date: Thursday, 05 December 2019
  • Time: 12:00 AM

Build your smart financial plan in 7 steps

Do you have a robust financial plan aligned with your financial goals? Our qualified financial planners will help you understand the factors you can control and optimise.

  • Host: Charlotte Ransom, CEO; Matt Conradi, Head of Client Advisory
  • Date: Thursday, 04 January 2018
  • Time: 12:00 AM

Will I have enough for my retirement?

Our team demonstrate different withdrawal strategies to extend the life of your pension, and the balance between your income in retirement and inheritance tax planning.In partnership with ICAEW and ACCA.

  • Host: Charlotte Ransom, CEO; Matt Conradi, Head of Client Advisory
  • Date: Wednesday, 03 January 2018
  • Time: 12:00 AM

Can't attend a seminar?

We also run webinars hosted by our qualified advisory team. Get important personal finance insights and learn more about our investment service.

Netwealth Webinars

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The Sunday Telegraph