Netwealth is a wealth management service that brings together a highly qualified team, a powerful online service and a robust investment framework.
Our service provides you and your clients with access to experienced portfolio managers and cutting edge financial technology for a fraction of the industry cost.
Get immediate access to our Online Intermediary Site and start helping clients choose the best portfolios for each of their financial goals.
Once you have the client’s risk profile and have chosen their investments you can easily open a Netwealth account on their behalf. We offer GIA, SIPP, ISA and JISA accounts in sterling, dollar and euro denominations.
As a discretionary service Netwealth makes the day-to-day investment decisions on behalf of the client, at a fraction of the industry cost. The client’s portfolios can be accessed online at any time.
Agree the client's investment objective, select the appropriate portfolio for their risk profile and decide their contributions.
You can access portfolio projections and scenario data to demonstrate the potential outcomes and help the client to understand and adjust their investment preferences accordingly.
Once the client's Netwealth account is open, the platform allows you to monitor the holdings and exposures by asset class, sector and region and drill down into detailed portfolio performance.
Our objective is to deliver attractive portfolio performance over the medium-to-long-term, enabling clients to meet their investment goals. We do this by providing cost-effective access to a professionally managed service, supported by in-depth financial analysis and insights.
We believe in the compounding value of minimising unnecessary, attritional costs to client portfolio returns. We build high quality, globally diversified, mutli-asset portfolios to deliver
sustainable, long-term performance. We take views based on long-term strategic thinking, which affords us the ability to be patient in order for our views to be rewarded, and we are resistant to the temptations of excessive trading which are often used to justify the notion of active management.
We believe that by clearly defining the processes of financial advice and wealth management we are able to work with intermediaries to help clients achieve their financial goals. At Netwealth we focus on the key aspects of investing; the team and process that guide the investments, security of the assets, the costs associated with the service and the technology and transparency unpinning it. We believe that by concentrating our efforts on these elements, we can truly add value to your investment proposition.
This clear definition of roles helps us to deliver on our responsibilities to both you and the client. By leaving the suitability of advice to you, the intermediary, and concentrating only on
the underlying portfolios, we are able to ensure that we maintain appropriate levels of risk within each portfolio and allocate sufficient resource to the research and selection of investments and to the portfolio construction.
The client’s risk profile and investment objective define how we manage their money, and goal-based financial planning is at the core of this process. We rely on the intermediary for all the client information we need in order to provide an effective discretionary wealth management service.
Over 25 years of experience in private wealth management and investment banking. Goldman Sachs Partner for 10 years.
Over 15 years’ experience in financial services. Managing Director and global head of equity and multi-asset quantitative investment strategies at JPMorgan.
27 years as an economic strategist at Chase Manhattan, Swiss Bank and Standard Chartered. Previously Chief Economic Adviser to Boris Johnson.
15 years’ experience in asset management for both institutional and retail clients at UBS and Schroders, across active and passive strategies.
10 years’ experience in discretionary wealth management as a portfolio manager, advising and investing for private clients at Julius Baer and Merrill Lynch in London.
Extensive experience of change management, controls implementation, operational oversight and leading large-scale teams. Former executive director at JPMorgan.
Over 20 years’ experience developing and delivering software systems for the insurance, financial services and marketing industries.
18 years’ experience in financial services as a chartered accountant, 7 years in practice and 11 years in asset management.
Over 15 years’ experience in marketing across different industries and countries. Digital entrepreneur and former director at Samsung Electronics.
Over 20 years experience in financial regulation in the UK with experience in authorising new firms at the FCA and advising start-ups in the private sector.
Security is a vital aspect of our proposition and we apply superior security measures to both our clients’ accounts and to our technology.
All client assets are separately custodied and ring fenced. Client money is held in accordance with the applicable FCA rules and protected under the Financial Services Compensation Scheme (FSCS).
Netwealth uses dual-factor authentication for client log in and all personal data is securely encrypted both at rest and when transmitted. Our network host actively mitigates DDoS (Distributed Denial of Service) attacks, as well as applying regular penetration testing.
*Our advisers offer restricted advice that relates to Netwealth’s products and services and do not consider the whole market. Netwealth does not provide tax or legal advice, and does not advise on pension transfers. If you would like a fuller assessment of your overall financial situation, would like tax or estate planning advice, are unsure as to any aspect of financial, legal and tax in relation to your individual circumstances and requirements, or are unsure about anything with respect our service you should seek independent financial advice.