Charlton arrives with a deep background in investment management, having held previous positions at Tilney and Deutsche Bank. His expertise is bolstered by his tenure as president of the CISI Liverpool, Chester & North Wales branch, a role that cemented his standing within the regional financial community.
Nigel Hibbert, executive director and head of the Liverpool office, noted that Charlton’s ability to anticipate the specific requirements of affluent clients will be instrumental in expanding the firm’s reach. By focusing on long-term financial objectives for families and executives, the firm intends to leverage Charlton’s experience to strengthen its foothold in the North West of England.

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