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Partner at ICAEW's Personal Finance Planning Conference 2020

Netwealth

Netwealth combines a comprehensive investment offering, advanced online planning tools and a qualified advisory team to help clients make the best investments decisions.
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Find out more about the Netwealth service and how we help finance professionals with their pensions, ISAs and other investments. Further information

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.

Products and services

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. 

Personal Financial Planning Conference

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:

  • the financial market backdrop and the new normal;
  • sensible asset allocation steps to navigate uncertain times; and
  • how to manage your wealth and be financially prepared.

Netwealth's speakers

Iain Barnes, Head of Portfolio Management, Netwealth

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 Pitts-Tucker, Senior Client Adviser, Netwealth

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. 

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Expert insights

Investing during uncertainty

Find clarity and reassurance when investing in a challenging market environment. Read Netwealth’s latest investment guide here.

Download

Complimentary portfolio review

A qualified Netwealth Adviser will present the results of their analysis of your existing portfolios and answer any questions that you may have.

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