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Carlton Square Capital

Discretionary multi-asset portfolio management for private clients, run from London by a boutique asset manager

London, United KingdomFounded 2018carltonsquarecapital.comWebsite technologies

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Highlights

  • New on EvolcAdded 2026-10-28

About Carlton Square Capital

Carlton Square Capital is an independent discretionary investment management firm based in London. It builds bespoke portfolios across equities, fixed income and alternatives, using mainly open-ended mutual funds and ETFs, and manages them in US Dollar, Pound Sterling and Euro.

Clients keep direct contact with the portfolio manager responsible for their assets. Client assets are held with third-party custodians (UBS, LGT Bank and Bank J. Safra Sarasin) in segregated accounts under a limited power of attorney, and the firm does not control asset transfers. The firm is authorised and regulated by the UK Financial Conduct Authority.

The company was founded in 2018 and is independently owned. Its founder and CEO, Atul Bansal, CFA, previously managed over USD 2 billion of client assets as Senior Portfolio Manager at Citi Investment Management in London. The firm's office is in London.

Product: Discretionary, bespoke investment management of multi-asset portfolios for clients.

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