Wealth management as it should be

Expert financial advice and investment management powered by the latest technology, at a fraction of the industry cost

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How Netwealth helps you build and protect your wealth

  • Qualified advice helps you plan effectively and avoid common mistakes
  • Better protect your wealth against the impact of inflation
  • Gain control and clarity when investing with powerful online tools
  • Lower fees could make you much better off
  • Discover how you could have more to spend in retirement

SPEAK WITH THE TEAM

Build And Protect Wealth Image Licensed

"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."

Clare Maurice

Lawyer

" The Netwealth service has provided me with financial peace of mind, with its very low charges and user friendly access to my account. "

Ina Machen

Retired nurse

" Gives me greater transparency at considerably lower fees than traditional providers and the comfort of knowing that my SIPP funds are being professionally managed."

Justin Rushbrooke

QC

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A modern service designed with you in mind

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.

Netwealth at a glance

  • Award-winning investment and financial planning service
  • Expertise delivered by an established team of industry specialists
  • Substantially lower fees compared to the industry average
  • Technology that gives you effortless control over your money
  • Senior team led by former investment banking executives.

START YOUR FINANCIAL JOURNEY

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Make a difference you can measure

Qualified financial advice

Qualified client advisers help you efficiently plan ahead, invest appropriately and avoid costly mistakes.

High-quality investing

Adapt to a changing investment environment with globally diversified, high-quality portfolios managed by an experienced team.

Powerful online service

Get incredible clarity and control while effortlessly planning ahead and managing your investments.

Lower fees

You could have much more money to spend with our all-in fees a fraction of traditional wealth management providers.

Meet the Team

Iain Barnes Iain Barnes

Iain Barnes

Chief Investment Officer

Iain Barnes Iain Barnes

Iain Barnes

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
Matt Conradi Matt Conradi

Matt Conradi

Head of Client Advisory

Matt Conradi Matt Conradi

Matt Conradi

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
Charlotte Ransom Charlotte Ransom

Charlotte Ransom

FOUNDER AND CEO

Charlotte Ransom Charlotte Ransom

Charlotte Ransom

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
Gerard Lyons Gerard Lyons

Gerard Lyons

Chief Economic Strategist

Gerard Lyons Gerard Lyons

Gerard Lyons

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
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 J.P. Morgan.

Articles by Rachel

An award-winning service

Digital Wealth Solution

PAM Awards

RUNNER-UP 2018

Investment Performance Growth Portfolios

PAM Awards

Finalist 2024

Emerging Manager

PAM Awards

WINNER 2019

Best Adoption of Technology

Professional Adviser Awards

RUNNER-UP 2020

Investment Performance Cautious

PAM Awards

Finalist 2021

Most Innovative Wealth Management Firm

International Investor

Winner 2022

The Netwealth Network

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.

MORE ABOUT THE NETWEALTH NETWORK

In the Press

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

The Sunday Telegraph (1) The Sunday Telegraph (1)

...Netwealth’s straightforward technology and emphasis on lower fees has attracted clients looking for something new in the sector.

FT FT

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

City A.M. City A.M.

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