Wealth Management

We offer fully discretionary wealth management services across a range of investment vehicles and our sole aim is to care for, preserve, and grow our clients’ wealth over the long term.

Have your wealth managed by award-winning fund managers

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.

We listen to your needs

We take time to fully understand your investment objectives, personal circumstances, concerns and attitude to risk, and devise an investment strategy aimed at providing you with a personalised solution to preserve and grow your wealth.

We build your individual portfolio

We take time to fully understand your investment objectives, personal circumstances, concerns and attitude to risk, and devise an investment strategy aimed at providing you with a personalised solution to preserve and grow your wealth.

We invest responsibly

Our investment process is easy to understand. We believe in a long-term, holistic approach, where sustainable growth, high liquidity, and carefully managed risk are of paramount importance. Our orthodox investment philosophy is based on a long-only ‘buy and hold’ strategy, avoiding over-active management and aiming at stable performance and significantly reduced fees for clients.

We Value trustful relationships

We meet our clients regularly and are always accessible by phone or email, while an online portal grants a 24/7 access to view your portfolio in real time. We prize long-term relationships, and take pride in providing a service that generates client loyalty over multiple generations. In line with our client-first philosophy, our fees & charges are both competitive and transparent.

We welcome you to open an account with us. You can begin the process by clicking below

What we offer

Range of products including ISAs, SIPPs, SSAS as well as Discretionary investment accounts

Uk investor visa solutions for international clients

Online client portal for a 24/7 access to view your portfolio

What Makes Us Different

Our clients benefit from the same investment process that has led to the top performance of our funds

Personalised service and direct access to your investment manager

Transparent fee structure

We offer a variety of funds for investing your money

We Manage isa'S

Charteris are a HMRC approved ISA manager in its own right – Appears on the HMRC register with codie Z1394

wHAT IS AN isa?

ISA stands for Individual Savings Account. There is a limit to how much money you can put into an ISA in each tax year which is called the “ISA Allowance”

dIFFERENT TYPE OF ISA'S

There are many different types of ISA’s. Charteris currently only provides Stocks & Shares ISA’s & Junior ISA’s to its clients

 

ISA tax benefits

Any gains made by investments within your Stocks & Shares ISA are not subject to CGT. All dividend income inside your Stocks & Shares ISA remains tax free

We Manage SIPP'S

Charteris can be appointed the Investment Manager to your SIPP portfolio

wHAT IS A SIPP?

SIPP stands for Self Invested Personal Pension. It is a type of UK Government approved Pension scheme which allows individuals to make their own investment decisions on portfolio construction.

dIFFERENT TYPE OF Pensions

There are many different varieties of Pension products. Charteris currently only manages SIPP pension schemes for their client base

SIPP tax benefits

SIPPs can grow free from income tax and capital gains tax but also can get tax relief on your pension contributions depending on which taxpayer band you are in.