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.’