Profile of a Wealth Management Client

 
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Profile of a Wealth Management Client

   
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As each of our family relationships are unique, it is difficult to say what a "typical" client served by The Wealth Management Group looks like. However, some similarities do exist. Most of our clients have several, if not all, of the entities below contributing to the complexity of their financial situations.

profile of a wealth management client

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Charlotte Denton
Our Expert
Charlotte Denton
Senior Vice President, Head, Global Family & Private Investment Offices Group (EMEA)
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+44 (0)20 7982 2000
 
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Charlotte Denton
Charlotte Denton
Senior Vice President, Head, Global Family & Private Investment Offices Group (EMEA)
 

Charlotte has sixteen years experience working in the financial services industry. She gained her A.C.A. qualification with KPMG before relocating to Guernsey for a position with Rothschild Trust Guernsey Limited as a Relationship Manager looking after ultra high net worth clients. 

Her next role was with Barings where she led a team of Relationship Managers. She continued to work within the fiduciary services company through the acquisition by Northern Trust in 2005 and was appointed Managing Director of the Fiduciary Services Company in 2007. 

She joined the London Wealth Management team in 2009 as Head of Client Services with responsibility for services provided to Single Family Offices, Foundations and Charities. In 2011 she was appointed to lead the Wealth Management team in London.

 
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