Charlotte Square Managers Ltd Information

Charlotte Square, Discretionary Investments with Distinction. Charlotte Square offers a highly personalised discretionary investment service to suit a range of clients, including private individuals, companies, corporate and personal pension schemes, charities and family trusts. Situated in the heart of Edinburgh, the company was founded in 2003 in the belief that investors deserved more from their investment managers. We appreciate that it is a privilege to manage a client’s hard earned-capital. That’s why our managers provide all our clients and their advisers with knowledgeable and trusted advice directly and in a way that makes sense to them. We believe in an active investment style and combine institutional experience and rigour in our investment research and analysis, with the personal touch. Our range of investment solutions includes Discretionary Investment Management, Inheritance Tax Mitigation and Alternative Investment Market Portfolios, Income Uplift Portfolios, and Multi-Asset Fund Investing. If you are interested in the investment solutions we offer, please contact us on 0131 624 7709. Charlotte Square is a trade name of Raymond James Investment Services Limited (Raymond James) utilised under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority.