CHARTERIS

• 66300 - Fund management activities

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... 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 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.

Also known as: Charteris Holdings Ltd., Charteris Treasury Nominees Ltd, Charteris Treasury Portfolio Managers, CHARTERIS TREASURY PORTFOLIO MANAGERS LIMITED, Charteris Treasury Portfolio Managers Ltd

Registration numbers: 01830771 (CH)

Primary location: LONDON