CEO—Chief Executive Officer


HNW Wealth Managers



Advice type

Financial planning

Investing for growth

Relationship management

Tax structuring

Wealth management

Client Types

Business owners



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 wealth management mould. Instead, she set out to ‘define what modern wealth management should look like’. For her, this means ‘excellent, human-led services paired with outstanding modern technology. This provides clients with much improved transparency and control as they plan for their and their family’s future and, importantly, at a lower all-in cost’.

Netwealth’s hybrid service allows individuals to benefit from financial planning and invest in a combination of managed portfolios to meet their needs. According to Ransom, many of these managed portfolios have ‘consistently outperformed the peer group.’

The technology includes a mobile app and access to the Netwealth network. ‘The network enables clients to seamlessly add other family members whilst each remains an independent client,’ she says. ‘This has been particularly attractive for parents to help educate their children as they pass on their wealth.’ 

Rank: Top Flight

Top Flight 2023, HNW Wealth Managers

Share on