Charteris Treasury Portfolio Management Ltd

www.charteris.co.uk

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 respectively We also have the WS Charteris Global Macro & WS Charteris Strategic Bond fund under our management Our main office HQ is in Central London We are on Facebook, Twitter (@charteris_ ) an official YouTube Channel (CharterisTreasuryPM) as well as being on the web at www.charteris.co.uk

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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 respectively We also have the WS Charteris Global Macro & WS Charteris Strategic Bond fund under our management Our main office HQ is in Central London We are on Facebook, Twitter (@charteris_ ) an official YouTube Channel (CharterisTreasuryPM) as well as being on the web at www.charteris.co.uk

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City (Headquarters)

London

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Employees

11-50

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Founded

1984

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Estimated Revenue

$1,000,000 to $5,000,000

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Potential Decision Makers

  • Chairman and Chief Executive Officer

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    Phone (***) ****-****
  • Head of Administration

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    Phone (***) ****-****
  • Investment Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Head of Sales and Marketing

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    Phone (***) ****-****

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