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

January 2026

Building on A Good Year

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Building on A Good Year

Beyond Buffett

December 2025

Beyond Buffett

A Time for Reflection

November 2025

A Time for Reflection

Shutdowns, Shakeups, and Shifts

October 2025

Shutdowns, Shakeups, and Shifts

Diverging Interest Rates

September 2025

Diverging Interest Rates

Independence? (Not the Scottish one)

August 2025

Independence? (Not the Scottish one)

The Quiet Revival - REITs Re-awakening

July 2025

The Quiet Revival - REITs Re-awakening

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