institutional 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.

Contact Us:
+44 (0)20 7220 9780


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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

Lead manager of the DMS Charteris Global Macro Fund, Terry Farrow, writes an article for
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Charteris Director Mark Williams was approached, alongside peers of the industry, by Citywire Wealth Manager
CEO and Chairman Ian Williams will today be speaking at the Digital Integration in Wealth
Charteris CEO Ian Williams is a guest speaker at the upcoming Digital Integration In Wealth