Investment solutions for wholesale investors

Netwealth's Premium Service provides exclusive investment options for wholesale clients.

Overview

For high net worth investors looking for a centralised account and reporting solution

For investors that qualify as Wholesale clients, Wealth Accelerator Plus 'Premium Service' provides access to a range of investment options that help meet the needs of a sophisticated portfolio.

Exclusive managed funds

Take advantage of managed funds of differing asset class and allocations that are only available to wholesale clients.

Australian and international bonds

Protect and diversify your client's wealth with bonds from here and overseas.

Foreign currency accounts

Open new trading opportunities and streamline foreign currency management.



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Resources

More information

Want more information on our Premium Service? Our resources section has everything covered.

Premium guide
Premium Service Guide for Wholesale Clients
Important resources

Investment options

Looking for other investment options?

Asset and geographical diversification is easy when you access our large range of other investment options.

ASX listed securities

Invest online in ASX listed securities - including company shares, Exchange Traded Funds (ETFs), AREITS, listed investment companies and certain warrants, at competitive rates.

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Invest online in companies such as Nike, Nestle, Apple and many more. Choose from a range of securities listed on multiple international exchanges.

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Invest online in professionally managed multi- sector, diversified and international investment portfolios. Access all the benefits of managed accounts with these models.

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When combined with Netwealth Accelerator Core accounts, these funds enable the construction of diversified investment portfolios that are cost-effective. GSS offers quality managers with strong track records.

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Invest online in term deposits from a range of suppliers and options. Choose term deposits of differing maturity lengths from a range of leading Australian banks.

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Receive an investor reward of 0.10% per year of the value of the money held in funds on the Investor Rewards Menu. Currently the Menu has over 45 managed funds from 25+ managers.

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Ready? Open an account now.

Wondering what to do next?

Speak with a BDM

Let one of our experienced BDMs pay you a visit to discuss how our platform can be configured to meet your business needs. We may even shout you a coffee.

Contact a BDM

If you want a hands-on experience without the fuss, we can organise a quick online demonstration of some of the key features of the platform and our service.

Schedule a demo

For those who prefer to email us, give us a call or even drop in.

Get in touch

Insights

 

Latest: Managed accounts during volatility and beyond

Four advisers share how managed accounts can enhance your client value proposition.

Download the report

Special reports: Take a deep dive

Our collection of guides take a deep dive on topics including AdviceTech, managed accounts and cultural trends.

Access the reports

Podcasts: Between Meetings with Matt Heine

Netwealth's Matt Heine chats to industry thought leaders on the opportunities  they see for financial advisers.

Listen to the episodes

Webinars: Grow your Business IQ

Recordings from our monthly webinar series, covering a range of  topics presented by industry professionals.

Watch the presentations