THE HOME OF THE VIP
Charlotte Square is an investment management boutique at the heart of Scotland’s financial centre.
Our philosophy is to align clients’ interests with individuals who have significant interest in the companies or funds they run.
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.
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.
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.
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.
THE THESIS CHARLOTTE SQUARE
An FCA authorised multi asset fund, which offers a wider reach across international markets and investment opportunities and improved diversification . . .
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.
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.
View from the square