Our aim is to provide a truly personalised service within a market where increasingly investment managers focus on including in their portfolios standardised and off-the-shelf products.
The technical knowledge and skill of our investment managers may be taken as a given. However, we believe there is little point in being good at what you do if clients cannot get hold of you. This is why at Charlotte Square we focus on outcomes from a client’s perspective, and endeavour to maintain the level of communication and information to our clients that we would wish to receive ourselves.
We will report on each investment transaction as it takes place. We provide regular Valuations, Performance Reports and Reviews, and Market Comment. Clients can also access their portfolios online 24/7 through the Raymond James Investor Access™ Portal, and discuss any portfolio matters directly with their investment manager.
Since Charlotte Square has no ties to any single provider, it gives us unrestricted access to suitable investment vehicles, and the expertise and experience within our investment team to consider a wide range of investment options. Working closely with our clients and their Adviser we listen to what clients tell us about their needs, financial objectives and appetite for risk and build into the investment process the appropriate risk exposure and an Asset Allocation within agreed parameters.
Our full discretionary management service is also available for those individuals wishing to wrap their investment portfolio within a pension plan wrapper. Charlotte Square has been successfully managing such plans for more than 10 years.
If you would like more information on this please contact:
Investment Manager & Branch Principalwforsyth@charlotte.eu.com