Welcome to Charteris Treasury Portfolio Managers (Charteris). I believe you will find Charteris refreshingly different from other investment managers.

Charteris was established in 1984 to look after the needs of clients in the West Country, where it built a solid reputation as an investment manager. Today Charteris operates from both Exeter and the City of London, managing investments on a discretionary basis for private clients, trusts and pension funds.

Our objective is the creation of wealth by optimising the long-term
performance of your investments. We achieve this through a blend of expert
investment management; innovative products; and a careful balance of risk
and return.

We offer a highly responsive approach to risk management designed to deliver real, absolute returns over the market cycle.

We offer a level of in-house expertise that enables us to act for both private clients as well as professional investors, including City institutions for whom we manage specialist funds. For every client we strive to provide a service that is professional and personal.