Expert Wealth Management at a lower cost, powered by technology

Modern wealth management led by a team of experts and a technology-enhanced approach

Our Philosophy

We believe wealth management should combine the best elements of a traditional discretionary service with the benefits of a technology-enhanced approach.

So we have brought together a highly qualified team, a powerful online service, a robust investment framework and access to experienced advisers if needed – all at a fraction of the industry cost.

About Financial Advice About Financial Advice
Three Pots@2X

Meeting your financial goals with our "Three-pot Theory"™

A helpful way to think about your assets is managing them across three hypothetical pots. These pots tend to represent how we live our lives, thus making financial planning more intuitive and accessible.

Netwealth helps clients with Pot 2.

Pot 2 is designed to be the 'sleep well' money for investments that may need to help generate a secure income over the medium to long term, such as for school fees, retirement or for elderly care. It is usually funded by savings in ISAs, pensions and general investment accounts. Pot 2 should be managed in a way which ensures it is flexible, transparent and low cost.

FINANCIAL PLANNING

Our Approach

Bespoke objectives

Defining your objectives and planning for the future will help you choose the right combination of risk levels and account types.

These choices will always be the biggest driver of your portfolio outcomes. We have a team and tools to help you put a plan in place and check back in on a regular basis.

Centrally managed portfolios

Our centrally managed approach to investment ensures you always access the best thinking of the firm.

Netwealth’s experienced team have carefully combined different asset classes to provide you with globally diversified portfolios, either from our range of core portfolios or socially responsible investment strategies, with the aim of maximising return for your chosen level of risk.

Improving the bottom line

We focus on the elements of investing that are within your control. By lowering the costs of investing and making use of tax wrappers and allowances where possible, you can significantly improve your net returns.

Netwealth's service can add to your investment results with our wide range of account types and helpful automation features.

Start Now

When investing your capital is at risk

Executive Team & Board of Directors

Executive Team

Charlotte Ransom Charlotte Ransom

Charlotte Ransom

Founder and Chief Executive Officer

Thomas Salter Thomas Salter

Thomas Salter

FOUNDER AND CHIEF INFORMATION OFFICER

Gerard Lyons Gerard Lyons

Gerard Lyons

Chief Economic Strategist

Iain Barnes Iain Barnes

Iain Barnes

Chief Investment Officer

Matt Conradi Matt Conradi

Matt Conradi

Deputy CEO and Head of Advisory & Client Proposition

Rachel Willox Rachel Willox

Rachel Willox

CHIEF OPERATING OFFICER

Chris Arnold Chris Arnold

Chris Arnold

Chief Technical Officer

Chris Charlton Chris Charlton

Chris Charlton

CHIEF FINANCIAL OFFICER

Francisco van Zeller Francisco van Zeller

Francisco van Zeller

CHIEF MARKETING OFFICER

Michael Harden Michael Harden

Michael Harden

HEAD OF COMPLIANCE & MLRO

Board of Directors

Edward  Bonham Carter Edward  Bonham Carter

Edward Bonham Carter

Michael Hartweg Michael Hartweg

Michael Hartweg

Charlotte Ransom - Board of Directors Charlotte Ransom - Board of Directors

Charlotte Ransom

Thomas Salter - Board of Directors Thomas Salter - Board of Directors

Thomas Salter

Matt Conradi - Board of directors Matt Conradi - Board of directors

Matt Conradi

Eva Sanchez Board Eva Sanchez Board

Eva Sanchez

Netwealth in the Press

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

FT Horizontal Fullcolour RGB

Contact Us

+44 (0) 20 3795 4747

Feel free to call us any time between 8-6 Monday to Friday

clientservice@netwealth.com

Email the team and we will respond as soon as possible

Netwealth Investments Ltd

Two Fitzroy Place, 8 Mortimer Street, London, W1T 3JJ

Contact Map@2X Contact Map@2X