Position

Managing director

Index

UHNW Wealth Managers

Wealth Managers

Location

London

Advice type

Investment management

Client Types

Charities

Entrepreneurs

Families

HNW

UHNW

Sector Focus

Wealth Management & Private Banking

Financial Services

Customer Type

Wealth adviser

Charlie Hamilton

Spear's Review

A managing director at AlTi, Charlie Hamilton heads up the investment house’s London investment advisory division. In this role, he advises HNW and UHNW clients in the UK and overseas, many of whom have a multi-generational element. He tells Spear’s that the firm’s approach is to implement bespoke, endowment-style investment programmes with a strong focus on strategic asset allocation and portfolio construction.

AlTi is also known for its deep expertise in private markets, offering clients the chance to make proprietary co-investments in real estate and innovative growth companies. Hamilton is a chartered fellow of the Chartered Institute for Securities and Investment (FCSI) and a member of the UK Society of Investment Professionals. 

Rank: Recommended

Recommended 2024, UHNW Wealth Managers

Share on