Expertise with a personal touch

We offer fully discretionary wealth management services to private clients and manage a distinctive range of funds available to private and institutional investors. We are fully authorised and regulated by the UK Financial Conduct Authority (114952), and are an HMRC approved ISA manager.

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.


Since 1984, we’ve been applying intelligent investment perspectives to generate returns for our clients. Our investment decisions are driven by decades-long expertise and fresh, unconstrained thinking.


Our institutional funds have achieved top of their sector rankings at various times. That kind of track record is testimony to our team’s expertise, as well as what constantly encourages us to achieve yet better results for our clients.


For over 35 years, our business has remained focused on long-term relationships with our clients. Some appreciate being able to talk to our fund managers directly, others enjoy the convenience of online portfolio valuations. All value our truly bespoke approach.

Our Team

Charteris is led by a team of investment professionals whose combined experience in finance and wealth management stretches over 300 years. Their expertise and dedication have contributed to the consistent success when managing our private clients’ wealth and the outstanding performance of our funds.

Charteris Team
Charteris History

Our History

Charteris was established in 1984, to provide financial services to private clients in the West Country. It remained a purely local business until the current management team took over in 2002, with the intention of expanding the firm towards creating a private client business able to compete with industry giants.

Our in-house Funds

Charteris have built a reputation since 2008 in showing expertise in a number of important sectors through managed products or “funds”. The firm manage UK OEICs in the Fixed Income, Gold, Equity and across global markets. We are proud to say that some funds have been the top performing fund across all sectors for some of the last few calendar years.

For more information about our individual funds or an overview please get in touch:-

Press and Media

Charteris features regularly in the written national press as well as on television, podcasts and radio. We are invited as guest speakers at conferences and events, sharing latest insights on markets and investment perspectives. See a selection of our appearances, or get in touch to learn how our decades-long expertise can contribute to your story or event.

Head of PR at Charteris is Neil Thapar – please contact him: