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CS Managers

Discretionary investment management for private investors, trusts and charities, with an adviser portal for financial advisers

Edinburgh, United KingdomFounded 2002csmanagers.comWebsite technologies

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Highlights

  • New on EvolcAdded 2026-10-28

About CS Managers

CS Managers, trading as Charlotte Square Investment Managers, is an owner-managed investment boutique that runs discretionary portfolio management. It builds customised portfolios around each client's needs, circumstances, goals and attitude to risk, offering risk-adjusted portfolios and specialist solutions such as IHT Portfolio Service, All Weather, Income Uplift and AIM Portfolio Service.

Clients include private individuals, trusts, charities, partnerships and other corporate entities. Investments are accessed through General Investment Accounts and tax wrappers including SIPPs, ISAs and Offshore Bonds. Financial advisers can view summaries of their clients' accounts, holdings, cash transactions, valuation statements and reports through an adviser portal.

The company was founded in 2002 and is headquartered in Edinburgh. Its team includes a founder-owner who chairs the investment and asset allocation committees, a Head of Legal and Company Secretary, a Head of Compliance and MLRO, and investment directors and analysts.

Product: Discretionary managed portfolio services, including IHT Portfolio Service, All Weather, Income Uplift, AIM Portfolio Service and Tax Efficient Investing.

Jobs at CS Managers

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Website technologies

Older, unverified list. Detection dates and supporting evidence are not yet available.

  • Cloudflare
  • Google Analytics 4
  • Google Universal Analytics
  • jQuery
  • nginx