Award winning expertise with a personal touch
One of the few boutique wealth managers in the UK to run its own specialised funds, Charteris has been providing its private clients with an investment edge since 1984. We’re independent in our thinking, driven in our actions, and singularly focused on you. We have had this recognised by being awarded with Citywire Wealth Manager’s Best portfolio manager for UK Bonds in 2024.
Contact Us:
+44 (0)20 7220 9780
info@charteris.co.uk
Services
Have your wealth managed by award-winning investment specialists.
We offer fully discretionary wealth management services, and our sole aim is to care for, preserve, and grow our clients’ wealth over the long term. Our approach focuses on generating intelligent investment perspectives and sustaining lasting relationships. We take a personalised approach to assessing your needs and provide you with bespoke solutions, while investing responsibly. With a long track record of successfully navigating the complexities of today’s financial world, we ensure your wealth works for you.
Charteris manages a distinctive range of funds available to private and institutional clients.
All our funds deploy a unique investment strategy, and are managed by a dedicated specialist team. Our research focuses on identifying investment opportunities prioritising long-term capital growth, sustainable income, and high liquidity. Our investment philosophy combines value-based fundamental and macro research with long-term cycle analysis of all major asset classes. Several of our funds have repeatedly achieved top of their league tables, demonstrating the level of expertise within the firm.
What Makes Us Different
Proven Expertise. Bespoke Approach
Our clients enjoy the performance and insight of a market-beating fund manager, delivered with the personal touch of a boutique wealth manager.
Long History Of Success
We've been in business since 1984. In that time, we've established a team of professionals with more than 250 years of combined experience in financial markets.
Always available and accessible
Clients are not treated as "just a number" on the system. Clients and investors (whether in our funds or private clients) have access to speak to the manager.
News, Media and Opinion
