Family Office Services



Advice type

Family offices

Impact investing

Investment management

Next generation


Private office


Succession planning

Wealth management

Client Types



Family offices

Private office


Wealth managers

Sector Focus

Investments and Asset Management

Risk management

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

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 charitable and philanthropic sectors.

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 ‘majority-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.

Rank: Top Flight

Top Flight 2023, Family Office Services

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