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:
- Cryptocurrency the main target for scammers in 2018
- 12 wealth and fund firms to watch in 2018 1
- Iress's Walsh: Why GDPR can drive trust in financial services
- CISI slams FCA plan to scrap Approved Persons Register 9
- Is the auto industry the next ‘Big Short?’
- How to make a compensation payout last a lifetime 1
- Déjà vu all over again: tax avoidance or criminal activity?
Brewin Dolphin signs 10-year lease on West End office
Brewin Dolphin is to open an outlet in London's St James's
BNY Mellon Investment ManagementThe shift from subsidised to cost-effective renewables and why you should care
- Baillie Gifford appoints five new partners as four retire
- GP charged with soliciting murder of Brown Shipley adviser, in horror accident
- MitonOptimal adds £100m with adviser acquisition
- Utilities drag down FTSE on summer price cap bill
- LGT Vestra absorbs long-time adviser partner
- Allianz GI launches passive/active US fund into UK
Liontrust ESG head says sustainable investment doesn't mean low return
Peter Michaelis talks about ethical investment growth and where he sees future opportunites.
Are platforms the biggest barrier to wealth manager ETF take-up?
Citywire hosted a roundtable discussion to find out how and if wealth managers are using ETFs in their clients' portfolios and the challenges they face trading through different platforms.
SVM's Veitch on what's next for banks
SVM fund manager Neil Veitch is finding value in what he describes as unstable financials and talks through his favourite small caps.
Profile: Affinity’s Julia Warrander on the importance of diversity
'Sometimes there are 10, sometimes 20 people around a table and, more often than not, I’m the only woman,' says the Affinity Wealth co-chief investment officer
Pub Club: A meat feast at Blacklock with Dart Capital
What's on in 2018: Wealth Manager Events Calendar
New Citywire podcast: Walking with Wealth Managers - exclusive preview
Office Spotlight: Thesis Asset Management, Lymington
MPS Investment Committee: Creating the right blend for the year ahead
What's up in the North - catching up with Sanlam's Teesside office
On the Road: 9 wealth managers share their 2018 new year's resolutions
MPS Investment Committee: Paul Wharton, Tacit Investment Management
Office Spotlight: Nedbank Private Wealth, London
Pub Club Special: On the Road Christmas Jumper Lunch 2017
Quizzing the newest wealth manager in Wiltshire
Office Spotlight: Canaccord Genuity Wealth Management, Jersey
MPS Investment Committee: Steven Rooke, Cazenove Capital Management
Worthstone's Social Investment Academy: biggest event yet
Boutique Malloch Melville founder on the benefits of being small in Scotland
Pub Club: at The Old Beams in Milton Keynes with WH Ireland
MPS Investment Committee: Simon Doherty, Quilter Cheviot
Office Spotlight: Equilibrium Asset Management, Cheshire
MPS Investment Committee: Sanjay Rijhsinghani and MPS team, LGT Vestra
Dining with 7IM's Damian Barry at The Culpeper
On the Road Challenge: Bowling with Kleinwort Hambros