40 Charlotte Square, Edinburgh EH2 4HQ info@charlottesquare.partners
0131 624 7600


When it comes to investing on behalf of clients, philosophically Charlotte Square Partners like hard evidence.

Though this may seem to the uninformed investor somewhat self-evident, the reality is that many advisors still undertake (and of course, charge handsomely for) work promising outcomes which may seem intuitively plausible to the investor but which fly in the face of pretty much all academic evidence.

Self-preservation in the financial advice community drives this and we understand that. However, we prefer to have a more transparent relationship with our customers; a relationship which is supported by hard evidence.

In turn, it’s axiomatic to us that our fees are reflective only of the services we can deliver – not on an unsupported, aspirational notion of what we might deliver.