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.

Our Services

Our discretionary management service offers clients the investment options best suited to them. We believe our pragmatic approach to investing aligns well with the views of many investors.

At Charlotte Square we have considerable expertise and experience in managing investment portfolios for individuals, trusts, pension funds or portfolios within a pension wrapper, including specialist areas such as the Alternative Investment Market (AIM).

As an investment boutique, Charlotte Square is able to offer clients easy access to the investment professionals making decisions about their portfolio. Our Investment Managers are happy to respond to requests for meetings or telephone discussions outwith the regular review cycle.

And if a client comes to us with their own professional Adviser we will work closely with them to achieve the Client’s overall financial objectives.

We recognise the need to be responsive as an investment team to changes in personal circumstances or market conditions if we are to add value to our client portfolios – especially in difficult market conditions.

Our range of investment solutions includes:

Discretionary Investment Management
IHT Mitigation & AIM
Income Uplift Portfolio
Multi-Asset Fund Investing


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

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    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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