Directory of UK Wealth Managers

Find independent information about investment managers and private banks in the UK

Directory of UK Wealth Managers​

Find independent information about investment managers and private banks in the UK

List of Companies

Netwealth

  • Min. account size

    £50,000
  • Company type

    Investment Manager
  • Ownership

    Private
  • Size of wealth manager

    UK Wide
  • Size

    UK Wide
  • Founded

    2015

Key person:

Matt Conradi

Head of Client Advisory Team

Netwealth Factfile

Netwealth is a UK-based wealth management company that provides a modern, award-winning investment and financial planning service, delivered by an established team of industry experts at substantially lower fees. We are based in central London and our senior team is led by former Goldman Sachs and J.P. Morgan executives.

The firm combines the best elements of a superior discretionary service with all the benefits of a technology enhanced approach. We have brought together a highly qualified team, a robust investment framework and a comprehensive offering. The entire Netwealth experience can be accessed online via powerful financial technology or, for those who prefer, with one of our financial advisers.

Our approach to wealth management brings several benefits to private clients:

  • 1. Qualified financial advice available to help you plan for your unique circumstances
  • 2. Seasoned investment management team, managing high-quality, diversified portfolios with a proven track record
  • 3. A powerful client experience, both on and offline
  • 4. ISAs, Pensions and General Investments Accounts available at significantly lower fees than the industry average
Types of portfolio Mixed portfolios, Sustainable / ethical portfolios
Composition Equities, Exchange traded funds, Funds, Bonds
Min. account size £5000
Contact person Relationship manager
In-house service
Inheritance Planning
Retirement Planning
Trusts
Offshore Structures
Fee structure Included in account fee, Charge by hour, Flat fee per service
Philanthropy

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