Ian Williams Chairman and CEO Charteris Treasury Portfolio Managers Interview

One of the few boutique wealth managers in the UK to run its own specialised funds, Charteris has been providing its private clients with an investment edge since 1984. We’re independent in our thinking, driven in our actions, and singularly focused on you.

Charteris is led by a team of investment professionals whose combined experience in finance and wealth management stretches over 300 years. Their expertise and dedication have contributed to the consistent success when managing our private clients’ wealth and the outstanding performance of our funds.


Since 1984, we’ve been applying intelligent investment perspectives to generate returns for our clients. Our investment decisions are driven by decades-long expertise and fresh, unconstrained thinking.

For over 35 years, our business has remained focused on long-term relationships with our clients. Some appreciate being able to talk to our fund managers directly, others enjoy the convenience of online portfolio valuations. All value our truly bespoke approach.

Charteris have built a reputation since 2008 in showing expertise in a number of important sectors through managed products or “funds”. The firm manage UK OEICs in the Fixed Income, Gold, Equity and across global markets. We are proud to say that some funds have been the top performing fund across all sectors for some of the last few calendar years.

For more information about our individual funds or an overview please get in touch:- info@charteris.co.uk

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