Charlotte Filsell

Spear’s Review

A regular fixture in the Spear’s rankings of top family office service providers, Charlotte Filsell is renowned in her field for a keen focus on service and her knowledge of emerging trends in the family office sector.

Her career has included spells at HSBC (twice) and UBS on the way to becoming head of family office services at Sandaire. In the wake of the company’s 2020 acquisition by Schroders, Filsell now leads the latter’s UK family office services team, supporting individuals, family offices, trusts, business owners and charities.

The firm is proud of the fact that it is significantly owned by the Schroders family, who founded it over 200 years ago, and believes that this makes it well-placed to better serve the complex needs of families and family offices.

Adviser Profile

Charlotte joined Schroders through the acquisition of Sandaire in December 2020. She heads the Schroders Family Office Services team in the UK. It is dedicated to bringing a highly personalised service, backed by significant global investment resources, to families of significant wealth. The team work alongside your existing advisors and can introduce external specialists where necessary, acting as a central hub to bring everything together. Constantly learning from every family she serves, Charlotte has deep knowledge of the issues families face and how they can thrive.

The family office services team supports larger, often multi-jurisdiction families as they grow and change across generations, with empathy and understanding of the challenges and opportunities of family wealth. This dedicated specialist team can provide flexible and multi-faceted support spanning a range of services that include governance, succession planning, administration, wealth management, philanthropy and banking services.