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:

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.

About us

Charlotte Square is owned and run as a commercially independent investment management practice, headed by William Forsyth who enjoys a long track record in private client and institutional investment management.

Our current client list extends across a range of companies and private individuals, for whom Charlotte Square manages corporate and personal pension schemes, family trust arrangements, SIPPs and ISAs and tax friendly AIM portfolios in addition to the Thesis Charlotte Square Allweather Fund, our pooled investment vehicle.

Our investment style is based on the best investment traditions of capital preservation and absolute returns. That objective provides the backdrop to an active investment style with a particular emphasis on adding value in difficult market conditions.

The investment management team focuses on three key areas to add value: Owner-managed funds and companies; undervalued stock situations; and smaller capitalised companies – particularly those trading on the Alternative Investment Market (AIM) where Charlotte Square has particular expertise.

Investment management, wholly centred on performance, is our core activity in the Edinburgh office.

Please refer to our Brochure and Investment Proposition for more information.