Charlotte Lambeth

Experience

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  Charteris Treasury Portfolio Managers

  Jul 1997 - Nov 2003

  Investment Manager

  Investment Manager - designated manager of portfolios for individual private clients, as well as member of 3 strong investment management team for institutional pension and life funds and pension model portfolios. Previous roles in the firm included: IFA - providing financial planning advice including life and pensions advice as well as investment advice.Office manager - responsible for leading and managing the administration team, ensuring the day to day running of the office (including contract management, obligations re first aid, insurances, staff pensions etc), undertaking compliance functions in reconciliation of cash and stock and reporting to compliance officer on progress of pensions, AVC and endowment reviews. ISA & PEP manager - responsible for ensuring ISA/PEP portfolios run within the regulations and providing appropriate reporting to HMRC annually and in respect of monthly tax reclaims for qualifying dividends/interest received net. Show less

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  Barclays Wealth

  Mar 2004 - Mar 2007

  Investment Manager

  Designated Manager of portfolios for private clients, trusts and SIPPs. Responsible for investment decisions and maintaining client contact. Developed a reputation for providing clear advice and taking care to ensure clients understood plans as they were put in place.Proactive role in business development of client bank, including networking, developing relationships with individuals at introducing firms and encouraging referrals.

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  Charles Stanley & Co. Limited

  Apr 2007 - now

  As Director of Private Clients I am a senior Investment Manager running bespoke discretionary portfolios for a variety of clients across the South West and farther afield. Specialties: Private client portfolios, Self Invested Personal Pensions, Charities and Trusts, Ethical investment screening and management.As a Branch Director, I am a member of the Management Team for the branch, involved with setting strategy and targets as well as having responsibility for delivering them. I act as line manager for a successful team of regulated and non-regulated individuals, and have oversight of a desk of Investment Managers. Show less As a Senior Investment Manager, I run bespoke discretionary portfolios for a variety of clients across the South West and farther afield. Specialties: Private client portfolios, Self Invested Personal Pensions, Charities and Trusts, Ethical investment screening and management.As a Branch Director, I am a member of the Management Team for the branch, involved with setting strategy and targets as well as having responsibility for delivering them. I act as line manager for a successful team of regulated and non-regulated individuals, and have oversight for a desk of 4 Investment Managers. Show less As an Investment Manager, I run bespoke discretionary portfolios for a variety of clients across the South West and farther afield. Specialties: Private client portfolios, Self Invested Personal Pensions, Charities and Trusts, Ethical investment screening and management.As a Branch Director, I am a member of the Management Team for the branch, involved with setting strategy and targets as well as having responsibility for delivering them. I act as line manager for a successful team of regulated and non-regulated individuals, and have oversight for a desk of 4 Investment Managers. Show less

  • Director of Private Clients & Branch Director

    May 2021 - now

  • Branch Director & Senior Investment Manager

    Apr 2020 - May 2021

  • Branch Director & Investment Manager

    Feb 2018 - Apr 2020

  • Investment Manager & Assistant Branch Director

    Apr 2007 - Feb 2018
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  St Petrock & Heavitree Parish Lands Charity

  Jan 2012 - now

  Trustee & Vice Chair

  Trustee of charity providing Almshouse accomodation to those in need in Exeter area. It is an amalgamation of several charities with almshouses, possibly dating back to the 1500's.