CARLTON SQUARE CAPITAL
is an independent discretionary boutique investment firm based in London
What We Do
We provide bespoke investment management solutions to our clients.
Our solutions focus on clients specific investment objectives and risk profile.
Clients will always have direct contact with and access to the portfolio manager.
Being a boutique allows us to move nimbly and quickly in making changes to the clients portfolios.
About Us
Carlton Square Capital is a discretionary boutique investment management company based in London.
The company was founded in 2018 and is an independently owned asset manager.
The founder and CEO is Atul Bansal, CFA, formerly of Citibank N.A., where he managed over USD 2 billion of client assets
INVESTMENTS
Our Services
You will have direct contact with the investment manager who is looking after your assets. This will give you much better insight into how your assets are being managed in relationship to your investment objective and prevailing market conditions.
We do this effectively by following a rigorous process in which we fully assess your needs and objectives, offer you an appropriate bespoke solution and then manage your portfolios within a structured investment process.
We manage your assets on a discretionary basis. What this means is that we take investment decisions on your behalf.
Our Service
We manage your assets on a discretionary basis. What this means is that we take investment decisions on your behalf.
We do this effectively by following a rigorous process in which we fully assess your needs and objectives, offer you an appropriate bespoke solution and then manage your portfolios within a structured investment process.
You will have direct contact with the investment manager who is looking after your assets. This will give you much better insight into how your assets are being managed in relationship to your investment objective and prevailing market conditions.
We manage your assets on a discretionary basis. What this means is that we take investment decisions on your behalf.
We do this effectively by following a rigorous process in which we fully assess your needs and objectives, offer you an appropriate bespoke solution and then manage your portfolios within a structured investment process.
You will have direct contact with the investment manager who is looking after your assets. This will give you much better insight into how your assets are being managed in relationship to your investment objective and prevailing market conditions.
Client Portfolios
Asset Allocation
Asset Allocation is key to delivering returns within your risk profile.
We work closely with you and choose the appropriate asset classes and allocation to each of these asset classes.
Depending on market conditions we will overlay this with our view and take tactical positions we believe will benefit your portfolio.
As macro-economic conditions change, we continue to work closely with you and recommend changes to your allocation as necessary.
Client portfolios are global and cover the key asset classes of equities, fixed income and alternatives exploiting benefits of multi asset class diversification.
All our portfolios and underlying funds have daily liquidity.
We mainly use open ended mutual funds and exchange traded funds (ETF’s) in our portfolios.
Our investment process aims to select the best managers in the respective asset classes.
We invest our clients in the ‘Institutional’ share class of mutual funds. There is no upfront fee when investing in this share class. This is very cost effective for our clients.
We manage portfolios in US Dollar, Pound Sterling and Euros.
What we focus on
We aim to achieve consistent returns over the long term. Within the agreed risk parameters, we aim to reduce the volatility of the portfolio. It is thus our objective to focus on both sides of the investment coin, risk and return.
CUSTODIAN RELATIONSHIP
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Safety of Assets
Safety of client assets is our priority.
We have partnered with multiple custodians, Credit Suisse, LGT Bank (Switzerland) and Bank J. Safra Sarasin for safe keeping of your assets.
You will have an independent agreement and a segregated account with our custodians and we will be appointed to manage your investments under a limited Power of Attorney.
We will not have any authority over the transfer of assets or cash. This authority remains your own, for which you will deal directly with our dedicated contact at our custodians.
Booking Centres
Using the global reach of our custodians we can book our clients in London and Zurich.
Your own custodial arrangement
We can also manage assets held in your own bank in which case there is no need to transfer assets to our custodian relationships.
Please contact us for more details of this arrangement.
CONTACT US
Devonshire House, Level 1
One Mayfair Place, London W1J 8AJ
United Kingdom
General Enquiries
info@carltonsquarecapital.com
+44 (0) 20 3325 5333
