Charlotte has more than twenty years' experience in the global private client wealth management sector. She particularly enjoys combining her strong analytical and strategic thinking skills with leadership that is committed to talent development. This results in growth outcomes for both the business and its people. Charlotte’s experience has been gained in various locations through roles in disparate organisations, including a Big Four accounting firm, a large global financial services group, an American bank and latterly a property development start up.
Qualifications: FCA, TEP, Dip IoD