Our Values

Ease of administration

We take the burden of administering a client’s portfolio off their hands. We take care of all the paperwork that arises from buying and selling shares, including all the information required for year-end tax and accounting purposes, in respect of their portfolio. All client administration is handled in-house by an experienced team of investment administrators. We do not outsource private client investment administration.

Security

All assets belonging to clients are held to their beneficial ownership, designated in the name of Charteris Treasury Nominees Ltd, with an external custodian Lawshare Ltd. Lawshare is a wholly owned subsidiary of the A J Bell Group (SIPP Centre) one of the UK's largest trustee and administration companies with assets under safe custody in excess of £5 billion. Uninvested cash is deposited in a segregated bank account.

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