Charlotte Square Investment Managers Email Formats
Investment Management • 
43 Charlotte Square, Edinburgh, United Kingdom • 11-20 Employees
Charlotte Square Investment Managers Email Formats
Charlotte Square Investment Managers uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@csmanagers.com), used 58.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@csmanagers.com | 58.3% |
{first name}{last name} | johndoe@csmanagers.com | 41.7% |
Key Contacts at Charlotte Square Investment Managers
Liam Goodbrand
Investment Director
Sheila Duyck
Activity Director
Company overview
| Headquarters | 43 Charlotte Square, Edinburgh, Scotland EH2 4HQ, GB |
| Phone number | +441316247709 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Discretionary Portfolio Management, Pension Fund Management, Iht Mitigation & Aim Portfolios, Income Uplift Portflolios, Introducer Advisory Services, Multi Asset Fund Management |
| Founded | 2003 |
| Employees | 11-20 |
| Socials |
About Charlotte Square Investment Managers
Charlotte Square Investment Managers, 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.
Employees by Management Level
Total employees: 11-20
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Employees by Department
Charlotte Square Investment Managers has 7 employees across 3 departments.
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Funding Data
Charlotte Square Investment Managers has never raised funding before.
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