Charlotte Cass

Charlotte Cass

Head of Funds Sales Support, Investment management - funds

Areas of expertise

Actively helping to drive sales efforts across a number of distribution channels, including UK discretionary and institutional.


Charlotte joined Smith & Williamson in September 2018 to develop the client servicing infrastructure for the pooled funds business and to provide and coordinate support for discretionary clients in the UK, including: DFMs, multi managers, family offices, private banks and rating agencies. Prior to joining Smith & Williamson Charlotte worked at Royal London Asset Management, and more latterly Canada Life Investments, where she provided full client service and sales support to their UK wholesale and institutional sales teams.

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