Welcome to

Charteris Treasury Portfolio Managers

I believe you will find Charteris refreshingly different from other investment managers. Our objective is the creation of wealth by optimising the long-term performance of your investments. Read more...

Ian Williams
Chairman and Chief Executive

Absolute returns

Our investment process targets absolute returns over a three-to-five year time horizon to meet your financial requirements. We are strongly of this view because an absolute, positive return on an investment is the measure of return that preserves your capital.
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Bond Funds

Charteris investment managers have unique access to the proprietary GiltSoftModel. Developed over ten years this unique real-time model has an exceptional track record of successfully forecasting the all-important shape of the yield curve‚ vital in assessing bonds for a portfolio. Read more...