Charteris - Treasury Portfolio Managers Limited
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Wealth Manager Magazine

City Wire Magazine

Welcome to Charteris Treasury Portfolio Managers Limited

What makes us different: Personal Service combined with proven Institutional expertise. We are an Independent Boutique Investment Manager dedicated to offering a bespoke service to Private Clients and Fund Investors alike.


The key points are:-

  • Award Winning Investment Managers
  • Personal service with direct access to your Investment Manager
  • Established in 1984
  • Offices in London & Exeter
  • Institutional Funds that have, at various times, achieved top of their sector rankings
  • State of the art third party custodians
  • Competitive fee charging structure for Private Client Wealth Management


Charteris is authorised and regulated by the UK Financial Conduct Authority (FCA).