Charteris Treasury Portfolio Managers Limited

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Our Values

Bespoke Service

Ease of Administration

Investment Process

The importance of absolute returns

A robust and disciplined approach

Risk Management

Bond Funds

Our approach to bond funds

Charteris US Treasury Bond Fund

Charteris European Government Bond Fund

Services

Discretionary Portfolio Management

Self-Invested Personal Pensions - SIPPs

Small Self-Administered Schemes (SSAS)

Personal Equity Plans (PEPs)

Individual Savings Accounts (ISAs)

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Patrick Phillips

Martin Sercombe

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Charteris Addresses

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How to find our Exeter office