"I am delighted with Netwealth. It has all been so simple, especially so when you are used to bureaucracy on a gargantuan scale when dealing with others."
" The Netwealth service has provided me with financial peace of mind, with its very low charges and user friendly access to my account. "
" Gives me greater transparency at considerably lower fees than traditional providers and the comfort of knowing that my SIPP funds are being professionally managed."
Netwealth has designed a wealth management service to respond to the needs of modern investors. Because they are inextricably linked, we help you meet not just your financial objectives, but your personal goals.
To achieve these aims we provide the right advice to ensure you stay on track, the right tools to help you realise your vision and the right investment options, including responsible investing, to help you make choices that better align with your personal circumstances.
As your life changes we help you adapt, as your goals evolve we help you to meet them.
Qualified client advisers help you efficiently plan ahead, invest appropriately and avoid costly mistakes.
Adapt to a changing investment environment with globally diversified, high-quality portfolios managed by an experienced team.
Get incredible clarity and control while effortlessly planning ahead and managing your investments.
You could have much more money to spend with our all-in fees a fraction of traditional wealth management providers.
Chief Investment Officer
Iain has over 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
Head of Client Advisory
Matt has over 15 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
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, 2021 and 2022 and awarded Wealth Manager of the Year and Woman of the year, in 2019.Articles by Charlotte
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
HEAD OF OPERATIONS AND CLIENT SERVICE
Over 20 years' experience in financial services controls, change management and operational oversight. Former executive director at J.P. Morgan.Articles by Rachel
Invite up to 7 people to join your Network and enjoy the benefits of economies of scale. The minimum investment amount drops from £50,000 to £5,000 for Network members, and fees for the whole Network are calculated on the total amount invested by all members. Accounts remain independent, allowing each member of your Network to pursue their own unique financial goals whilst enjoying the benefit of lower collective fees.
Watch the video to see how this works in practice.
…squarely aimed at well-off investors who want value for their money.
The Sunday Telegraph (1)
...Netwealth’s straightforward technology and emphasis on lower fees has attracted clients looking for something new in the sector.
…Netwealth's technology also allows the firm to charge around a third of the cost of a traditional wealth manager…