A smart approach to wealth management
The Netwealth difference
We are modernising wealth management so that all clients benefit from the best combination of expert humans and cutting-edge technology.
We deliver a personal, efficient and transparent wealth management experience, providing clients with a premium service at much lower cost.
Our commitment to innovation, integrity and client success drives everything we do, enabling individuals and families to secure their financial futures with confidence.
A consistent track record of investment performance and happy clients
We have a proven track record of delivering on our clients' financial plans with consistent returns and expert advice.
Netwealth manages over £1 billion in assets for private clients. Our seasoned team employs a disciplined investment approach to ensure portfolios are carefully calibrated to balance risk and reward.
Our focus on long-term growth, cost efficiency and personal service underpins the trust we have earned from our clients.
A smart approach
Bespoke financial planning
Our qualified advisers and proprietary financial planning tools help clients achieve their goals with the right combination of portfolios and account types.
Expertly managed portfolios
Netwealth’s experienced team actively manage a range of core and socially responsible investment strategies, with the aim of maximising return for a chosen level of risk.
Improving the bottom line
We deliver the elements of wealth management that drive value for clients. Keeping the costs of investing low and focussing on tax efficiency significantly improves client outcomes.
I have been very impressed by the Netwealth service. It gives me greater transparency and at considerably lower fees than traditional providers, as well as the comfort of knowing that my SIPP funds are being professionally managed, with access to advisers if I need it.
Justin Rushbrooke
KC
The Netwealth service has provided me with financial peace of mind, with its very low charges and user friendly access to my account. I am extremely pleased with the switch.
Ina Machen
RETIRED NURSE
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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