Netwealth Group Limited Reports Record FUA Growth and Strong FY27 Outlook
Netwealth Group Limited (ASX: NWL) delivered another strong quarterly performance for the period ended June 2026, underpinned by resilient client inflows, expanding adviser relationships, and continued platform innovation. Total Funds Under Administration (FUA) reached a record AU$135.7 billion, representing a 20.3% year-on-year increase, supported by AU$15.4 billion in FY26 net inflows and favourable market movements.
Managed Account Funds Under Management (FUM) climbed to a record AU$30.5 billion, while total accounts increased 12.4% to 182,276, reflecting sustained client acquisition. During the quarter, the company introduced its Private Wealth offering, expanded trading and managed account capabilities, and enhanced its AI-powered virtual assistant, Nova, to improve adviser efficiency and customer experience. Looking ahead, Netwealth expects FY27 net FUA inflows of AU$18 billion to AU$20 billion while maintaining robust profitability, supported by ongoing technology investment, new product initiatives, a strong balance sheet, recurring revenue streams, and disciplined capital management.
Customer Notice:
Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.
Kapitales Research, Level 13, Suite 1A, 465 Victoria Ave, Chatswood, NSW 2067, Australia | 1800 005 780 | info@kapitales.com.au
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Netwealth Group Limited Reports Record FUA Growth and Strong FY27 Outlook
Netwealth Group Limited (ASX: NWL) delivered another strong quarterly performance for the period ended June 2026, underpinned by resilient client inflows, expanding adviser relationships, and continued platform innovation. Total Funds Under Administration (FUA) reached a record AU$135.7 billion, representing a 20.3% year-on-year increase, supported by AU$15.4 billion in FY26 net inflows and favourable market movements.
Managed Account Funds Under Management (FUM) climbed to a record AU$30.5 billion, while total accounts increased 12.4% to 182,276, reflecting sustained client acquisition. During the quarter, the company introduced its Private Wealth offering, expanded trading and managed account capabilities, and enhanced its AI-powered virtual assistant, Nova, to improve adviser efficiency and customer experience. Looking ahead, Netwealth expects FY27 net FUA inflows of AU$18 billion to AU$20 billion while maintaining robust profitability, supported by ongoing technology investment, new product initiatives, a strong balance sheet, recurring revenue streams, and disciplined capital management.
Customer Notice:
Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.
Kapitales Research, Level 13, Suite 1A, 465 Victoria Ave, Chatswood, NSW 2067, Australia | 1800 005 780 | info@kapitales.com.au