Charteris - Treasury Portfolio Managers Limited

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 30 years ago in 1984
  • Offices in London, Exeter, Gibraltar and Dublin
  • Institutional Funds that have, at various times, achieved top of their sector rankings
  • State of the art third party custodian
  • Competitive fee charging structure for Private Client Wealth Management

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