Head of Client Relationship Management
Charlotte leads Sandaire’s Client Relationship Team and has principal responsibility for ensuring the delivery of exemplary client service.
Her wealth of investment experience and meticulous support of clients inspire confidence and trust; her perceptive and thoughtful approach allows her to develop a strong rapport with clients and their advisors.
Charlotte began her career at HSBC Asset Management as a discretionary portfolio manager focussing on international private clients. After eight years, she moved to an investment advisory role at UBS and then in 2007 returned to the HSBC Group, as an Investment Counsellor within the Private Bank providing multi-asset class investment advice, delivering the full capabilities of their investment group to key clients. Prior to joining Sandaire in 2015, Charlotte 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 is a CFA charter holder and a Fellow of the Chartered Institute for Securities and Investment.
We work hard to understand the complexities and emotional challenges that come with wealth. This gives us the ability to adapt effectively to fully align ourselves with each family and best serve their unique requirements, across the generations.