Charlotte Heale
Profile
Job title
Client Relationship Manager
Work location
London, United Kingdom
Joined Aviva Investors
2022
Joined The Industry
2016
Biography
Main responsibilities
Charlotte is responsible for the day-to-day managing, servicing and developing of relationships with institutional clients.
Experience and qualifications
Charlotte joined the Relationship Management Team in 2025, bringing with her experience working with institutional clients across both public and private markets. Before joining Aviva Investors, she held roles within institutional teams at Redwheel and Pictet Asset Management, focusing on sales and client relationship management.
Charlotte holds a BSc (Hons) in Psychology and the Investment Management Certificate.