Charlotte Ransom

Questioner
DISC Type : c

CEO at Netwealth - Discretionary Wealth Management As It Should Be

United Kingdom

Overview

Charlotte Ransom is the CEO and founder of Netwealth, a modern wealth management firm she launched in 2016. After a 25-year career in investment banking, including 20 years at Goldman Sachs where she served as a partner, she identified a need for a technology-enhanced, client-focused investment service. She earned her degree in Spanish & Portuguese from the University of Bristol.

Outside of her professional life, Charlotte is a keen runner and is married with four children. She is also a Vice President of the charity Save the Children, reflecting a strong commitment to philanthropy and community involvement. She co-founded Netwealth with a former colleague, balancing her entrepreneurial drive with her family life.

Unique fact: The catalyst for starting Netwealth was her own disillusionment with the “expensive, clunky” state of the UK wealth management industry when she looked to manage her own finances.

Personality Overview

Value Seeker

Cautious & Analytical

Systematic

It is quite likely of them to ask for pricing or other concessions.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to fully evaluate every situation.

Topics They Care About

Wealth Technology
Founded Netwealth to address the lack of modern technology in wealth management, aiming to improve client experience and reduce costs.
Long-term Investing
Frequently speaks on the importance of financial planning for long-term goals and advocates for strategies that cut through short-term market noise.
Founder's Journey
Discusses her transition from a senior banking partner to a fintech entrepreneur, often sharing insights on leadership, company culture, and preserving key business milestones.

Media Appearances

Charlotte has no verified media appearances

Work History

1-2015
CEO at Netwealth - Discretionary Wealth Management As It Should Be
12-2011
Partner at Goldman Sachs
9-1987 - 5-1992
Vice President at J.P. Morgan

Education

9-1983 - 6-1987
Spanish & Portuguese from University of Bristol

More Information

Social Presence :

Prographics :

Exp : 15 Location : United Kingdom Job Level : Leadership Designation : CEO at Netwealth - Discretionary Wealth Management As It Should Be
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Insights For Selling To Charlotte

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Emphasise more on facts and measurable benefits
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charlotte is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Charlotte

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Charlotte move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Charlotte take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Charlotte

Personality Compatibility


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