Netwealth Private
For the moments when wealth demands more
Find out moreA wholesale-only platform solution designed to support private wealth advisers and their clients with the investment access, administrative capability, and client experience that this segment calls for.
The challenge
As wealth grows, so does what it takes to manage it well
As your wealth grows, the landscape you are navigating might change - whether it be structuring, with your investments held across multiple entities - personal, trust, SMSF or company. It could be changing family dynamics, intergenerational considerations, and evolving financial goals and legacy preferences.
Managing all of that well requires more than good advice. It requires the right infrastructure behind it - investment access, consolidated administration, and reporting that gives you a clear and complete picture of where you stand.
The solution
Netwealth Private. Designed to support clients navigating complexity
Netwealth Private is a technology-driven, whole-of-wealth solution built specifically for wholesale clients. It brings together extensive investment opportunities, consolidated reporting, and a streamlined administration experience.
Features
Benefits of Netwealth Private
Consolidated reporting across every asset
Platform holdings and directly-held assets brought together in one consolidated view - across entities, structures, and family members. A complete picture of your wealth, without the administrative burden of pulling it together manually.
Choice and flexibility in how you hold and settle
Choose to hold your ASX-listed securities in custody or under an individual HIN - whichever suits your preference. You can also choose to settle trades through your preferred broker.* The platform works around your existing arrangements.
* Where the broker is approved by Netwealth.
Access to sophisticated investment solutions
Access a broad investment universe not available to retail clients - including wholesale managed funds, private markets, bonds, structured products, and derivatives. The breadth and access your private wealth goals require.
Your wealth at scale
As your wealth grows, the time it takes to manage it must scale too. Centralised administration, reporting, and transaction execution - with automated tax management across your portfolios and family groups.
Your experience
Communications that are relevant, timely, and focused. Netwealth Private offers a more streamlined experience, delivering everything straight to your document vault with email and SMS notifications for important messages - so all that matters is stored securely, and you're notified when it matters most.
Built for complex family and entity structures
Unlimited family grouping across individuals, trusts, companies, and SMSFs - with reporting designed to scale as your wealth and complexity grow.
Learn more about Netwealth Private
A Netwealth BDM can walk you through what Netwealth Private offers and help work out whether it's the right fit for your wealth and circumstances
Awards
Recognised by Investment Trends
In 2025, Investment Trends recognised Netwealth as the Most Enhanced Platform and for Best Transaction Tools reflecting ongoing improvements designed to help you implement advice more efficiently, adapt faster, and stay ahead of changing client needs.
