Family Office Services
London
Family offices
Impact investing
Investment management
Next generation
Philanthropy
Private office
Risk
Succession planning
Wealth management
Entrepreneurs
Families
Family offices
Private office
UHNW
Wealth managers
Investments and Asset Management
Risk management
Financial Services
Wealth Management & Private Banking
Wealth adviser
Spear’s Review
A regular fixture in the Spear’s rankings of top family office service providers, Charlotte Filsell is renowned in her field for a keen focus on service and her knowledge of emerging trends in the charitable and philanthropic sectors.
Her career has included spells at HSBC (twice) and UBS on the way to becoming head of family office services at Sandaire. In the wake of the company’s 2020 acquisition by Schroders, Filsell now leads the latter’s UK family office services team, supporting individuals, family offices, trusts, business owners and charities.
The firm is proud of the fact that it is ‘majority-owned’ by the Schroders family, who founded it over 200 years ago, and believes that this makes it well-placed to better serve the complex needs of families and family offices.
Rank: Top Flight
Top Flight 2023, Family Office Services