Company
Position
Managing director
Index
UHNW Wealth Managers
Wealth Managers
Location
London
Advice type
Investment management
Client type
Charities
Entrepreneurs
Families
HNW
UHNW
Sector Focus
Wealth Management & Private Banking
Financial Services
Customer type
Wealth adviser
Charlie Hamilton
Spear's Review
A managing director at AlTi, Charlie Hamilton heads up the investment house’s London investment advisory division. In this role, he advises HNW and UHNW clients in the UK and overseas, many of whom have a multi-generational element. He tells Spear’s that the firm’s approach is to implement bespoke, endowment-style investment programmes with a strong focus on strategic asset allocation and portfolio construction.
AlTi is also known for its deep expertise in private markets, offering clients the chance to make proprietary co-investments in real estate and innovative growth companies. Hamilton is a chartered fellow of the Chartered Institute for Securities and Investment (FCSI) and a member of the UK Society of Investment Professionals.
Rank: Recommended

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