ICAEW commercial partner Netwealth is a modern 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 advisers, while our powerful investment tools enable 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.
9 November 2021: 12:15 - 13:15
How to build a successful investment portfolio and protect your future
Look under the bonnet at the critical elements for successful long-term investing. Netwealth will take you through the key principles of portfolio construction and management, including asset allocation, portfolio risk levels and governance, and how combining with factors you can control builds a more robust long-term financial plan.
Iain joined Netwealth in January 2016 from UBS Asset Management to launch the Netwealth investment portfolios in May of that year. He leads the Netwealth investment process and holds ultimate responsibility for portfolio performance. At UBS he was an Executive Director and senior portfolio manager in the Global Investment Solutions division. In addition to managing multi-asset portfolios totalling £2 billion, he was one of 6 voting members of the Global Asset Allocation and Currency Investment Committee which was responsible for more than £60 billion of assets under management, including for pension funds, charitable trusts, foundations and high net worth individuals. He also led the team’s research across fixed income and selected alternative investment asset classes. Prior to joining UBS in 2010, Iain spent 10 years at Schroders where he was a multi-asset portfolio manager for institutional and individual clients. Iain has been a CFA charter holder since 2003.
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