Wealth and Asset Management
Charlotte Ransom: ‘Wealth management is expensive, clunky and has no decent technology’
Disillusionment with the traditional wealth management model when sorting out her own finances drove former banker Charlotte Ransom to set up Netwealth in early 2015. Ransom had previously spent 25 years in banking, mostly at Goldman Sachs, first on the institutional side before moving to the private wealth business, where…
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