Welcome to Charlotte Square

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

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:


View your portfolio


Investor Access™

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