In a world where change seems to be exponential and often bewildering, it is crucial that investment decisions are made on solid foundations and based on principles that can help investors navigate testing times such as these.
Join The Lawyer’s deputy editor, Matt Byrne, and investment experts Charlotte Ransom, CEO and Matt Conradi, Head of Client Advisory, from modern wealth manager Netwealth, as they discuss ways to help you navigate fast-changing investment environments and be prepared when investing towards long-term goals.
Watch this recording to hear the speakers discuss:
- An overview of the current financial markets backdrop
- Changes in the traditional approach to wealth management and how this benefits you
- Market trends and what this means for long-term financial planning
About the speakers:
Charlotte Ransom, CEO, Netwealth
Charlotte is co-founder and CEO of Netwealth, a challenger wealth manager. 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. 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 and 2020 and awarded Wealth Manager of the Year and Woman of the year, in 2019.
Matt Conradi, Head of Client Advisory, Netwealth
Matt heads up the Client Advisory team and has over 14 years’ experience in wealth management as a portfolio manager and financial planner. Prior to joining Netwealth in 2016, Matt was a Director and Portfolio Manager at Julius Baer and Merrill Lynch, advising and investing on behalf of high and ultra-high-net-worth clients. Matt read Economics at Durham University and is a CFA charter holder.
Matt Byrne, Deputy Editor, The Lawyer
Matt joined The Lawyer in 2003 as features editor and has written on a wide range of topics related to the business of law. He became deputy editor in 2015. He manages the UK 200 editorial and several other of The Lawyer’s market reports including the US Top 50, the Global Litigation 50 and the Technology report.