Netwealth Group Ltd
ASX:NWL
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Netwealth Group Ltd
Netwealth Group Ltd
Total Liabilities & Equity
Netwealth Group Ltd
Total Liabilities & Equity Peer Comparison
Competitors Analysis
Latest Figures & CAGR of Competitors
| Company | Total Liabilities & Equity | CAGR 3Y | CAGR 5Y | CAGR 10Y | ||
|---|---|---|---|---|---|---|
|
|
Netwealth Group Ltd
ASX:NWL
|
Total Liabilities & Equity
AU$189.5m
|
CAGR 3-Years
13%
|
CAGR 5-Years
18%
|
CAGR 10-Years
N/A
|
|
|
Magellan Financial Group Ltd
ASX:MFG
|
Total Liabilities & Equity
AU$1.1B
|
CAGR 3-Years
-4%
|
CAGR 5-Years
6%
|
CAGR 10-Years
16%
|
|
|
Pinnacle Investment Management Group Ltd
ASX:PNI
|
Total Liabilities & Equity
AU$583m
|
CAGR 3-Years
17%
|
CAGR 5-Years
26%
|
CAGR 10-Years
23%
|
|
|
Insignia Financial Ltd
ASX:IFL
|
Total Liabilities & Equity
AU$3.6B
|
CAGR 3-Years
-15%
|
CAGR 5-Years
-1%
|
CAGR 10-Years
6%
|
|
|
Perpetual Ltd
ASX:PPT
|
Total Liabilities & Equity
AU$3.4B
|
CAGR 3-Years
28%
|
CAGR 5-Years
24%
|
CAGR 10-Years
12%
|
|
|
Regal Partners Ltd
ASX:RPL
|
Total Liabilities & Equity
AU$689.2m
|
CAGR 3-Years
65%
|
CAGR 5-Years
100%
|
CAGR 10-Years
N/A
|
|
Netwealth Group Ltd
Glance View
Netwealth Group Ltd., founded in 1999 by Michael Heine and his family, has carved out a significant niche in the Australian financial landscape as a pioneering platform for managed accounts and wealth management services. From its headquarters in Melbourne, Netwealth offers an array of products designed primarily for financial intermediaries such as financial advisers, broker groups, and institutions, as well as direct clients. At the heart of their operations is a sophisticated investment platform that enables clients to invest in a diversified range of assets, including shares, managed funds, and international securities. Their cutting-edge technology and commitment to service innovation have been instrumental in streamlining the investment process, making it more accessible and efficient for their growing client base. Netwealth's business model revolves around generating revenue through a combination of public offerings, fees on managed investment portfolios, and other ancillary services. By providing a seamless and user-friendly interface, they attract a broad spectrum of financial advisers who seek to optimize their clients' investment strategies. These advisers, in turn, leverage Netwealth's platform to manage substantial client portfolios, incurring administration fees, transaction costs, and other service charges which drive Netwealth's financial engine. The company's commitment to continual platform enhancement ensures that both advisers and their clients are well supported with cutting-edge tools and a robust selection of investment products, securing Netwealth’s position as a frontrunner in the ever-evolving wealth management industry.
See Also
What is Netwealth Group Ltd's Total Liabilities & Equity?
Total Liabilities & Equity
189.5m
AUD
Based on the financial report for Jun 30, 2024, Netwealth Group Ltd's Total Liabilities & Equity amounts to 189.5m AUD.
What is Netwealth Group Ltd's Total Liabilities & Equity growth rate?
Total Liabilities & Equity CAGR 5Y
18%
Over the last year, the Total Liabilities & Equity growth was 17%. The average annual Total Liabilities & Equity growth rates for Netwealth Group Ltd have been 13% over the past three years , 18% over the past five years .
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