Netwealth targets HNW and UHNW investors with latest solution
Platform Netwealth has unveiled a wholesale-only platform solution, designed to meet the growing opportunity among high-net-worth (HNW) and ultra-high-net-worth (UHNW) investors.
As the needs of HNW and UHNW investors continue to evolve, Netwealth said the offering is crafted for wholesale advisers, wealth managers, private banks, and family offices to help them take advantage of this opportunity.
Set to be released in the second half of 2025, the new offering is purpose-built to support wholesale investors with advanced capabilities, exclusive branding and a differentiated service experience.
Namely, the new suite of features includes a simplified fee structure, adviser-controlled fee flexibility and asset-specific fee adjustments, and customised reporting tools.
Licensees and advice groups will also gain access to exclusive branding and white-labelling options, including product documents and client portal, and an expanded investment menu with differentiated products, such as domestic and international funds, bonds and securities, structured products and FX.
The firm said this solution is intended to address the “significant and growing opportunity” in the Australian wholesale investment market, estimating some $2 trillion in investable wealth.
Coming on the back of strong demand from institutions and wealth professionals for more flexibility and tailored solutions, the firm said this represents a “strategic leap forward in how technology and product can support this sophisticated segment”.
The UHNW platform solution will be available exclusively to clients who meet the wholesale investor criteria, including those certified as sophisticated or professional investors.
While the initial rollout later this year will prioritise the core capabilities and functionality of the offering, Netwealth said it has further enhancements planned in alignment with the firm’s FY26 strategic objectives.
Speaking on the announcement, Netwealth chief executive and managing director Matt Heine said: “Our new offer is more than a product, it’s a strategic enabler for our clients and partners who demand sophistication, flexibility, and scale. We’re excited to bring this tailored solution to market and support the next phase of growth for Netwealth and our clients.”
According to the firm’s update earlier this month, Netwealth now has some $112.8 billion in funds under administration (FUA), rising by $24.8 billion in FY25; $8.7 billion of which was in the fourth quarter alone.
AUTHOR
Shy-Ann Arkinstall
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