Hi, I’m Charlotte, founder of Alts4You and HHG Financial Services. With over 17 years of experience in designing, building, and maintaining alternative investment funds, I’ve had the privilege of working for some of the world’s largest and most prestigious asset managers.

Through this journey, I’ve seen firsthand the immense benefits of adding alternative assets—such as private equity, private credit, infrastructure, and real estate—to portfolios. Until recently, these opportunities have largely been available only to institutional investors and ultra-high-net-worth individuals.

I know this challenge personally. For years, I wanted to invest in these assets myself but was unable to. This inspired me to specialize in making alternatives accessible to everyone, regardless of their wealth or institutional backing. My practical, niche experience in the world of alternatives gives me a unique insight that I’m eager to share.

In recent years, I’ve worked extensively with intermediaries and the wealth management industry. It became very clear to me that a lack of understanding around alternative investments was holding back many financial professionals from evolving their businesses and expanding their offerings. That’s why I created Alts4You—to make these complex assets more accessible and easier to understand for wealth managers, IFAs and individual investors.