ICAEW commercial partner Netwealth is a challenger wealth manager combining a highly qualified team with a powerful online service and award-winning investment management to deliver a fully comprehensive service, at a fraction of the industry cost.
Netwealth combines a highly qualified team with a powerful online service and award-winning investment management to deliver a fully comprehensive service.
Our clients have access to expertly managed portfolios and an experienced team of advisors, while our powerful investment tools enable our clients to make the best decisions when planning for different financial goals, whether that’s retirement, school fee planning or a significant purchase.
Netwealth’s founders are Charlotte Ransom, a former Goldman Sachs partner and Thomas Salter, a former JP Morgan Managing Director. The company is backed by several high-profile city investors.
18 November 2020: 14:45-15:45
Asset allocation done right for the new normal
In this session Netwealth's Iain Barnes and Sam Pitts-Tucker will discuss:
Iain has 20 years of investing multi-asset portfolios at Netwealth, UBS and Schroders. Experience with institutional and HNW clients across active and passive strategies. Iain has been a CFA charter holder since 2003.
Sam has more than 12 years’ experience advising and investing on behalf of HNW and UHNW clients, joining Netwealth in 2017 from EFG Asset Management. He is an Oxford University graduate, a CFA charter holder and a Chartered Member of the Chartered Institute for Securities and Investments.
Find clarity and reassurance when investing in a challenging market environment. Read Netwealth’s latest investment guide here.Download
A qualified Netwealth Adviser will present the results of their analysis of your existing portfolios and answer any questions that you may have.Book now