Insights - Charlotte Square Investment Managers

View from the Square

Our Insights

Our team of experts share the latest industry trends and best practices for managing finances and maximizing profits.

Latest Insight

October 2026

Change in the weather?

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Change in the weather?

Rising bond yields – does it really matter?

September 2026

Rising bond yields – does it really matter?

Summer Sunshine

August 2026

Summer Sunshine

Pause for Hydration Break

July 2026

Pause for Hydration Break

Reach for the Sky

June 2026

Reach for the Sky

Strait to the point

May 2026

Strait to the point

The fading trend of populism

April 2026

The fading trend of populism

Our Team

Meet our People

William Forsyth

William Forsyth LL.B, FCSI

Executive Chairman & CIO

Linda N Forsyth

Linda N Forsyth LL.B, MBA

Head of Legal & Company Secretary

Ian Henderson

Ian Henderson

Head of Compliance & MLRO

Liam Goodbrand

Liam Goodbrand BSc (Hons)

Investment Director

Jennifer Walker

Jennifer Walker BA (Hons)

Senior Investment Analyst

Trehan Fernando

Trehan Fernando MSc, BA (Hons)

Investment Analyst

Kerryann Lennon

Kerryann Lennon

Operations Manager

Gillian Macready

Gillian Macready

Investment Operations Supervisor

Shannon Drummond

Shannon Drummond

Senior Investment Operations Assistant

Sarah Crabtree

Sarah Crabtree BA (Hons)

Business Support Executive

Maureen Boyle

Maureen Boyle

Administration Secretary