Wealth Manager - the site for professional investment managers

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Office Spotlight: Charlotte Square, Edinburgh

Office Spotlight: Charlotte Square, Edinburgh

Date opened: 2003

Number in team: 8

Assets under management: £130million

Bullish/Bearish: Moderately bullish

Number of clients: 400+

Average portfolio size: £400,000

Top stock and fund picks:

1. Finsbury Growth & Income Trust

2. Fundsmith Equity fund

3. Legg Mason Japan Equity fund

Q&A with William Forsyth, investment manager and principal, Charlotte Square, Edinburgh (picture below):

What is your typical client demographic?

Corporate clients, individuals and families who have built up their pension pot, which they want us to make work for them – to optimise income and capital growth opportunities in line with their current commitments and future plans.

What differentiates your region?

Edinburgh is blessed with great access to fund managers and company management, while not having the occasionally frantic feel of London life.  This creates a great work-life balance and helps private wealth managers to provide a more personalised and relaxed service to customers, while maintaining strong expertise.

What challenges are facing your local area?

It is difficult to talk about challenges facing Edinburgh without talking about the potential second independence referendum. The financial services community in Edinburgh is understandably nervous about this as it has a heavy reliance on customers in the rest of the UK. 

What’s the best thing about living in your region?

Edinburgh is one of the world’s most beautiful cities with hills and beaches on our doorstep. This is why the typical Edinburgh resident is a strong advocate of global warming.

What is a typical regional saying in Edinburgh? 

‘You’ll have had your tea then.’

What is your office motto? 

Never forgive, never forget…

Charlotte Square typical balanced portfolio:

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
CIO Tapes 2: two warnings and a lot of optimism

CIO Tapes 2: two warnings and a lot of optimism

Our group of leading asset management CIOs see a lot of opportunities – and overseas investors are buying UK too

Play Wealth Manager Retreat 2017: size isn't everything

Wealth Manager Retreat 2017: size isn't everything

We asked our delegates at the Wealth Manager Retreat what they think about the recent wave of consolidation in the industry.

1 Comment Play CIO Tapes - part 3: 'passive funds are anti-capitalist'

CIO Tapes - part 3: 'passive funds are anti-capitalist'

Citywire recently gathered three of the UK's leading fund investment heads to discuss their hopes, fears and the issues that their jobs throw at them daily.

Read More
Your Business: Cover Star Club

Profile: Thomas Miller explains its post-restructure plans

Profile: Thomas Miller explains its post-restructure plans

Thomas Miller Investment’s (TMI) head of wealth Matt Phillips has strong opinions about many things

Wealth Manager on Twitter