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.


Peace of mind is something all clients are entitled to expect when they entrust their funds to Charlotte Square to manage.

A key factor in our success is the efficient administration platform which supports our core investment management activity. It offers clients the best of both worlds with local investment management expertise and a global administration platform.

Strength of Support
Charlotte Square is owned and run as a commercially independent investment management practice under a contract for services with Raymond James Investment Services Ltd (Raymond James) who provide the administration, access to the custodian, compliance oversight and FCA authorisation. All other matters related to portfolio management and client care are conducted from our Edinburgh office, which is the primary point of contact for clients and their Advisers.

Our affiliation with Raymond James was one of the key decisions we made when establishing Charlotte Square. Early on we decided that our primary focus was to be on meeting the investment needs of our clients and their Advisers. Our core investment management activities could only be successful if fully supported by an efficient platform.

Under the Raymond James regulatory umbrella, sit around 30,708 client accounts representing total client assets under management in the UK of approx. £8.16 billion.* Further reassurance for clients can be derived from the strength of support from Raymond James’ parent company, Raymond James Financial, Inc., a company with total client assets of approx. US$693 billion, supporting 7,300 wealth managers and serving 3 million client accounts primarily in the US, Canada and the UK.*

Clients also have the security of investor protection under the FSCS rules under an arrangement between Raymond James and Pershing Securities Limited (PSL) to act as a custodian for clients’ investments. Pershing Securities Ltd is part of the Bank of New York Mellon Corporation, one of the world’s strongest financial institutions, with $32.2 trillion in client assets under custody and administration.*

More details can be found at

* as at 30 September 2017.

Pershing Securities Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority.


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