Charlotte recently joined Kingswood in 2020 and is responsible for managing client portfolios across a range of strategies. Based in London, Charlotte worked for Kleinwort Hambros for four years previously as a Private Banker working on one of their UK domestic teams with a focus on clients of Financial Intermediaries.
Charlotte graduated from Newcastle University in 2016 with a degree in Business Management and holds her Investment Advice Diploma from the Chartered Institute of Securities and Investments.
Outside of work, Charlotte enjoys sport and can be found playing netball in her local London league or on the tennis court. She is also a keen horse rider having competed at national level.