Netwealth

Netwealth was formed in 2015 by Charlotte Ransom and Thomas Salter in response to the need for improved discretionary wealth management services. Their research found that a core financial consumer base was either underinvested or unhappily invested, due to concerns over cost, transparency, performance and quality within discretionary wealth management. Netwealth focuses 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 underpinning it.

Netwealth