"Netwealth has been successfully doing this for years, offering financial planning and advice to clients..."
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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.
We have a range of portfolio options to suit you and your family, whatever stage of life you are at.Find out more
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
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
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
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
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
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.
Qualified client advisers help you plan your financial affairs and select appropriate portfolios.
Globally diversified, high-quality portfolios managed by an experienced team.
Set your own investment goals as you create your financial plans.
All-in fees at a fraction of traditional wealth management providers.
Netwealth, founded four years ago, is challenging older wealth managers...
...squarely aimed at well-off investors who want value for their money.
...Netwealth's technology allows the firm to charge around a third of the cost of a traditional wealth manager...
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