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Netwealth (ASX:NWL), the investment platform provider, has been a long-term favourite of growth managers, though flows have recently softened. In August 2026, Pendal Group said Netwealth's FY26 result was broadly in line, with share price weakness reflecting softer outlook commentary. Pendal earlier noted softer FY26 flows of $15.4 billion and a weak fourth quarter due to market volatility, Middle East uncertainty and proposed tax changes. Selector highlighted an expanded platform relationship with Morgan Stanley Wealth Management, and DS Capital noted 24% growth in funds under administration. Netwealth operates in the Financials sector within the Capital Markets industry, and Thesis Tracker has captured 44 comments from 21 fund managers, including Pendal Group, Selector, DS Capital and Lakehouse. Founded in 1999 by Michael Heine and headquartered in Melbourne, Netwealth provides investment platform, superannuation, managed accounts and portfolio administration services to financial advisers and their clients.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Oracle Advisory Group, Yarra Capital Management, Antares Capital, Hyperion Asset Management, Kardinia Capital, Tyndall Asset Management, Infinity Asset Management, Glennon Small Companies, Eiger Capital, Clime Investment Management, Wilson Asset Management, Regal Funds Management, Pengana Capital Group, LSN Capital Partners, Forager Funds, DS Capital, Selector Funds Management, Elston Asset Management, Ellerston Capital, Pendal Group, Lakehouse Capital and HD Capital Partners have invested in Netwealth Group Ltd (ASX:NWL).
Selector highlights an expanded relationship with Morgan Stanley Wealth Management, and DS Capital points to strong growth in funds under administration and excellent operational execution.
Pendal notes softer net flows and a weak fourth quarter driven by market volatility, Middle East uncertainty and proposed tax changes, along with soft outlook commentary.
Netwealth Group Ltd. is an Australian financial services and technology company headquartered in Melbourne. Founded in 1999 by Michael Heine, the firm provides portfolio administration, superannuation, retirement, investment, and managed accounts solutions. Netwealth serves financial intermediaries and private clients, delivering technology-driven wealth management infrastructure and investment services.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.