Charteris Treasury Portfolio Management Ltd

Investment Bank/Securities Brokerage - London, ENG, UK

Charteris Treasury Portfolio Management Ltd Employees
Alex Cleur

Head of Administration

Contact Alex Cleur

Kerne Morrison

Head of Sales & Marketing

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Damian Harrison

Head of Business Development

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Jonathan Morgan

Consultant Chartered Wealth Manager

Contact Jonathan Morgan

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Charteris Treasury Portfolio Management Ltd Senior Management
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Charteris Treasury Portfolio Management Ltd Details

Charteris Treasury Portfolio Managers was established in 1984 as an Investment Management Company. Charteris is fully licensed by the Financial Conduct Authority. The investment team have in aggregate over 250 years experience of global financial markets & our discretionary private clients benefit from our focus on the attainment of superior total return derived from an orthodox investment strategy.We manage a range of Funds/OEICs/ICVCs as well as discretionary private clients. (ISAs / SIPPs / IHT)We manage a Blue-Chip UK Equity Income fund - "The WS Charteris Premium Income Fund"​ which aims to payout a dividend of 4-6% a year.We manage a specialist precious metals fund - "The WS Charteris Gold and Precious Metals Fund"​ which was the top fund across all sectors for 2016 & 2019 respectivelyWe also have the WS Charteris Global Macro & WS Charteris Strategic Bond fund under our managementOur main office HQ is in Central LondonWe are on Facebook, Twitter (@charteris_ ) an official YouTube Channel (CharterisTreasuryPM) as well as being on the web at www.charteris.co.uk

Charteris Treasury Portfolio Management Ltd logo, Charteris Treasury Portfolio Management Ltd contact details
Website: charteris.co.uk
Employees: 20 - 49
HQ:
Location: London, ENG, UK
Revenue: 1 - 2.5 Million
Investment Outperformance Private Client Wealth Management Equities Gold Silver Gilts Fixed Interest Property
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