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March 2022

Charlotte Ransom
Co-Founder and CEO at Netwealth


Charlotte is co-founder and CEO of Netwealth. Having started her career at J.P. Morgan, she spent 20 years at Goldman Sachs, serving as one of the few female partners for 10 years. Her leadership roles spanned relationship management, marketing and product development in the Securities Division. Charlotte holds the CISI Private Client Investment Advice and Management qualification and has been recognised by PAM as one of the 50 Most Influential in 2019, 2020 and 2021 and awarded Wealth Manager of the Year and Woman of the year, in 2019.

Agenda Sessions

  • Wealth Leaders Panel: Surviving and succeeding in the second wave of digital wealth