Welcome to Charlotte Square

We are an investment management boutique at the heart of Scotland's financial centre.


In response to the Government’s latest guidance, our offices are now closed to the public. We would like to reassure all our clients and their advisers that we have business continuity plans in place, including secure remote working, which will enable us to continue to provide our services to you throughout the coming months. We have systems in place that mean you will be able to contact us on our usual office numbers and email addresses. If you have any questions, please do not hesitate to get in touch.

Charlotte Square was founded in 2003 by highly experienced investment managers, and we continue to operate as an investment boutique, where clients will receive personal and professional service from those actively involved in making the decisions about their investment portfolios.

We offer a full range of private client investment services, and cover the entire spectrum of the risk range.

In addition, we have particular expertise in guiding clients in the following areas:

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Client Access

Our Client Access portal gives clients and their professional advisers access to view their portfolios 24 hours a day.