SPT And Client Low Res3 SPT And Client Low Res3

Welcome to wealth management as it should be

Expert financial planning and investing, powered by technology.

"Netwealth has been successfully doing this for years, offering financial planning and advice to clients..."

Logo Ft Text Logo Ft Text

Wealth management built for today

Individuals and families trust in Netwealth’s extensive experience to provide them with the best chance of positive financial outcomes, through advice and an award-winning investment management service.

Our teams are readily available to support our clients as they plan their personal finances, including savings, ISAs and pensions.

Services we provide our clients

  • A powerful online investment service and direct access to qualified financial advisers to help you plan for your personal circumstances
  • Expert and considered management of your savings and investments
  • Whole retirement planning: support with the lifetime allowance, pension pots consolidation and identifying the level of income you might need
  • Regular client updates from our senior team on the economy, markets and the impact on investments

Find out more about our service and different account options

We have a range of portfolio options to suit you and your family, whatever stage of life you are at.

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 to invest at any time.

Access Now

Meet our Senior Team

Iain Barnes Iain Barnes

Iain Barnes

Head of Portfolio Management

Iain Barnes Iain Barnes

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 Matt Conradi

Matt Conradi

Head of Client Advisory

Matt Conradi Matt Conradi

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 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

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
Merryn Somerset Webb Merryn Somerset Webb

Merryn Somerset Webb

Netwealth Non-executive Director

Merryn Somerset Webb Merryn Somerset Webb

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.

Expert investing

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

Powerful online service

Set your own investment goals as you create your financial plans.

Lower fees

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

In the Press

Netwealth, founded four years ago, is challenging older wealth managers...

The Times The Times

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

The Telegraph The Telegraph

...Netwealth's technology allows the firm to charge around a third of the cost of a traditional wealth manager...

Logo Cityam Color Logo Cityam Color