Charteris Treasury Portfolio Managers is an independent investment management firm established in 1984 and authorised and regulated by the Financial Conduct Authority. Based in South London, the firm manages a range of funds and discretionary portfolios — including ISAs and SIPPs — with a deep specialism in precious metals and macro investment strategies.
Funds under Charteris's management include the WS Charteris Gold and Precious Metals Fund, which ranked as the top-performing fund across all sectors in both 2016 and 2019, alongside the WS Charteris Global Macro and WS Charteris Strategic Bond funds. In 2024 the firm was recognised by Citywire Wealth Manager as Best Portfolio Manager for UK Bonds, and in 2025 it received a COLWMA award for Diversity and Inclusion.
Charteris's independent thinking and singular focus on client outcomes set it apart in a crowded asset management landscape. For investment professionals seeking a boutique environment with a strong performance track record and a genuine commitment to inclusion, Charteris offers a compelling opportunity within UK financial services.
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