Charlotte is a key player in the evolution of UK wealth management, a
pioneering leader and a champion of diversity and financial wellness.
Following a distinguished 20-year career at Goldman Sachs, serving as a
partners for 10 years, Charlotte launched the first truly hybrid wealth
management service with Netwealth in 2016. At the centre of her vision is the
combination of the best bits of a traditional service with improved
transparency, control and accessibility, all at a fraction of the typical cost.
In partnership with 
