Wealth management has always been an industry focused on relationships and face to face interactions with clients; that traditional model is slowly being adjusted as technology makes managing money more efficient; the Financial Times highlighted three leading women who are helping to reshape London’s wealth management industry; Charlotte Ransom is a former Goldman Sachs partner who was concerned about giving her money to advisors after she left Goldman so she started NetWealth; “Without income I had to be more thoughtful about my own money and how it would be managed. It struck me that I didn’t want to give it to any of the wealth managers in the UK,” Ms Ransom says to the FT; Anna Sofat started Addidi Wealth Management in 2006 to cater to female clients who were not being served by traditional money managers; “Most firms just talk about creating wealth,” says Ms Sofat. “People want more than just financial returns from their managers, they want personal return.”; Helen Watson on the other hand is working to change things from within a traditional firm as CEO of Rothschild & Co’s UK wealth management business; Watson says the firm is focused on consistent and valuable relationships with clients, the fundamentals have not changed but the environment has; women have often been ignored or overlooked in wealth management with almost all products geared towards men, that is changing and leading women are helping to lead the charge. Financial Times
With efforts in many different areas of the team, she helps manage, organize and execute digital and event content. She works with webinars, podcasts, social media along with managing the hundreds of speakers that attend our conferences.
Emily was a part of the Zimmerman Advertising Program at the University of South Florida. She graduated in 2019 receiving a Bachelor of Science in Business Advertising.