Head of Client Relationship Management
Charlotte is the Head of the Client Relationship Management team. Charlotte has principal responsibility for leading client relationships and delivering excellent client service. Her wealth of investment experience and meticulous client service inspire confidence and trust; her perceptive and thoughtful approach allows her to develop strong rapport with clients and their advisors.
She started her career at HSBC Asset Management as a discretionary portfolio manager focussing on international private clients. After 8 years, Charlotte moved to an investment advisory role at UBS where she continued to build on her investment knowledge and actively engage with clients to discuss their investment needs. In 2007, Charlotte returned to the HSBC Group, to the Private Bank, as an Investment Counsellor providing multi-asset class investment advice and delivering the full capabilities of their investment group to key clients. She most recently held the position of Head of Investment Counsellors for the UK and Channel Islands at HSBC Private Bank and was a member of their London Investment Committee. Charlotte joined Sandaire’s Client Relationship Management team at the start of 2015.
Charlotte is a CFA charterholder and a Fellow of the Chartered Institute for Securities and Investment. She was awarded the ‘London Stock Exchange Award for Special Achievement’ in 2000, and noted as a ‘Rising star under 40’ in the Financial News European Wealth Management Survey in 2010. Charlotte was also named one of the 2017 PAM Top 40 Under 40 in 2017 – an initiative that recognises the rising stars of the private client wealth management world in the UK and UK offshore.