Company

Netwealth

Position

CEO—Chief Executive Officer

Index

HNW Wealth Managers

Location

London

Advice type

Financial planning

Investing for growth

Relationship management

Tax structuring

Wealth management

Client Types

Business owners

Entrepreneurs

HNW

Private clients

Sophisticated investors

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical Focus

United Kingdom

Customer Type

Wealth adviser

Charlotte Ransom

Spear's Review

When Netwealth launched, Charlotte Ransom had no intention of fitting into an established mould of wealth management. Instead, she set out to ‘define what modern wealth management should look like’: ‘Excellent, human-led services with outstanding technology that provides clients with full transparency, flexibility and more control, bringing investors closer to their money.’

Netwealth’s hybrid service allows individuals to benefit from financial planning and invest in a combination of managed portfolios to meet their needs – either independently or with the help of advisers. The technology includes a mobile app and access to the Netwealth network, which allows families to build economies of scale. Ransom’s new model ‘gives private clients a completely different experience of discretionary wealth management’.

Adviser Profile

Charlotte's vision for Netwealth, as CEO and Founder, is ‘to recast a wealth management industry that for too long has relied on opaque fees and outdated service models’. After an established career as a partner at Goldman Sachs, Charlotte founded Netwealth in 2016 both to address a deficit of enterprise in the wealth management sector and her family's own needs.

Channelling her experience and intuition through a combination of modern technology and a top pedigree team, Netwealth has established itself swiftly. Charlotte regularly comments on topical issues such as managing intergenerational wealth, planning for retirement and female investors, with an unrelenting focus on driving greater overall value for clients.

Rank: Top Ten

Top Ten 2022, HNW Wealth Managers

Phone

02037954747

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