Charlotte Ransom
Login to view DISC.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.
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