INVESTOR ACCESS™ PORTAL

Client login Introducer / Adviser login

If you have any questions relating to online access or clients that have not requested online access, and would like to do so, please contact:

investadmin@charlotte.eu.com

Alternatively, please send a signed instruction to:

Investment Administration
Charlotte Square
40 Charlotte Square
Edinburgh, EH2 4HQ

Once received you will be sent an email containing your password, followed by a letter in the post confirming your login details.

THE HOME OF THE VIP

Charlotte Square is an investment management boutique at the heart of Scotland’s financial centre.

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VESTED INTEREST
PERFORMANCE

Our philosophy is to align clients’ interests with individuals who have significant interest in the companies or funds they run.

DISCRETIONARY
INVESTMENT
MANAGERS

Charlotte Square is an owner-managed business with a vested interest in creating the right investment opportunities for our clients across a range of asset classes.

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 MULTI ASSET FUND INVESTING

As a pooled investment vehicle, The Thesis Charlotte Square Allweather Fund can offer shape, direction and spread to the portfolio mix.

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WELCOME TO
CHARLOTTE SQUARE

Formed in 2003 by highly experienced managers, Charlotte Square has the expertise and business connections which allow our clients to enjoy a comprehensive range of investment solutions tailored to their individual investment needs.

 

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  • INCOME UPLIFT
    PORTFOLIO

    In an era of low interest rates, our Conservative Portfolio offers a reasonable return against deposit rates through careful selection of a range of fund categories.

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  • THE THESIS CHARLOTTE SQUARE
    ALLWEATHER FUND

    An FCA authorised multi asset fund, which offers a wider reach across international markets and investment opportunities and improved diversification . . .

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  • ALTERNATIVE
    INVESTMENT MARKET

    Our AIM Portfolio service can mitigate potential IHT liability and has significantly outperformed the MSCI UK Micro Cap Total Return Index over 5 years with lower volatility.

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VESTED INTEREST PERFORMANCE

We seek out companies and funds run by key individuals who have taken a personal stake – and a vested interest in maximising performance.

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