Wealth management as it should be
Expert advice and investment management combined with the latest technology, at much lower fees
Plan and invest with an award-winning team
Plan with our powerful financial tools
Use our intuitive tools to understand your current circumstances and plan for your financial goals.
Discuss your options with qualified financial advisers
Our team of advisers help you get started or consider key life events including retirement or school fee planning.
Access expert investment management
Our team invests in high-quality, globally diversified portfolios and has consistently outperformed the peer group.
Your personal financial planner and investment service
Developed by our financial and technology experts, our service allows you to plan for your wealth, invest in high-quality portfolios and speak with qualified advisers at any time. It's the best combination of human expertise and modern technology.
I’m going to be having a play around with it...
John Stepek, Bloomberg Wealth
Meet the Team
Iain Barnes
Chief Investment Officer
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
Head of Client Advisory
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
FOUNDER AND CEO
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
Chief Economic Strategist
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
HEAD OF OPERATIONS AND CLIENT SERVICE
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 RachelSmaller fees can make a massive difference
Pay 1% less in annual fees and see what those savings could be worth over time:
The Netwealth Network
Invite up to seven additional family members or friends to your network and drive fee benefits for the whole group. Intergenerational investing: a win for the whole family.
Setting up a network is incredibly easy. In our case, three generations benefit from lower fees, while our individual accounts remain private.
NELL BUTLER, NETWEALTH CLIENT
Find out moreAn award-winning service
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
Investment Performance Growth Portfolios
PAM Awards
Finalist 2024
In the Press
…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.
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…Netwealth's technology also allows the firm to charge around a third of the cost of a traditional wealth manager…
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