Charlotte Hart

Charlotte is an Assistant Investment Manager who joined Rathbones as a Graduate Trainee in September 2022. She provides valuable support in managing portfolios for private individuals, charities, trusts, and institutions.

Charlotte graduated from the University of Edinburgh with a joint-degree in Philosophy and Theology. She holds the designation Chartered Wealth Manager, following completion of the Level 7 Chartered Wealth Manager qualification. She is undertaking her Diploma in Advanced Financial Planning, to better service clients. She is a Chartered Member of the Chartered Institute for Securities and Investment.

Charlotte is also a member of WiAM – Women in Asset Management.