We offer a fully discretionary wealth management service and manage a bespoke range of funds for private and institutional investors. We are independent in our thinking, driven in our actions and solely focused on long-term relationships with our clients.
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. Today, with headquarters in London, we also have a presence in Scotland and the South East.
Our investment philosophy combines macro-economic and value-based stock research with long-term cycle analysis of all major asset classes. We focus on identifying investment opportunities prioritising long-term capital growth, sustainable income and high liquidity. Once those opportunities have been identified, we adopt a ‘buy and hold’ strategy to deliver stable performance.
At the heart of our philosophy is our attitude to risk. At Charteris, we define investment risk as a measure of the degree to which our portfolios as a whole might fall, in normal circumstances, at any time. The greater the risk, the greater the chance of some losses (which are more likely to reduce over time) but the greater the potential gains. We believe carefully managed risk is of paramount importance – preserving and growing clients’ wealth is our priority.
Our funds are serviced by an independent Authorised Corporate Director, DMS Governance. As such, DMS is the legal owner and administrator of our funds. This is why our funds are named DMS Charteris.