Charteris Treasury Portfolio Management
Investment Management • 
Suite 10, 4th Floor, United Kingdom • 11-20 Employees
Company overview
| Headquarters | Suite 10, 4th Floor, AMP House, Dingwall Road, Croydon, London, England CR0 2LX, GB |
| Phone number | +4421082025 |
| Website | |
| NAICS | 5231 |
| SIC | 621 |
| Keywords | Equities, Property, Investment, Silver, Gold, Private Client Wealth Management, Fixed Interest, Gilts |
| Founded | 1984 |
| Employees | 11-20 |
| Socials |
Key Contact at Charteris Treasury Portfolio Management
Nick Taylor
Director - Head Of Private Clients
Charteris Treasury Portfolio Management Email Formats
Charteris Treasury Portfolio Management uses 1 email format. The most common is {2char} (e.g., {2char}@charteris.co.uk), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{2char} | {2char}@charteris.co.uk | 100% |
About Charteris Treasury Portfolio Management
Charteris Treasury Portfolio Managers was established in 1984 as an Investment Management Company. Charteris is authorised & regulated by the Financial Conduct Authority. We manage a range of Funds/OEICs/ICVCs as well as discretionary private clients. (ISAs / SIPPs) 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 South London, we’re independent in our thinking, driven in our actions, and singularly focused on you. We have had this recognised by being awarded with Citywire Wealth Manager’s Best portfolio manager for UK Bonds in 2024 as well as being a winner at the 2025 COLWMA awards in London for Diversity and Inclusion We are on Facebook, X (formerly Twitter) (@charteris_ ) an official YouTube Channel (CharterisTreasuryPM) as well as being on the web at www.charteris.co.uk
Charteris Treasury Portfolio Management revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Charteris Treasury Portfolio Management has 4 employees across 4 departments.
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Number of employees
Funding Data
Charteris Treasury Portfolio Management has never raised funding before.
Charteris Treasury Portfolio Management Tech Stack
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United States
Brazil
Frequently asked questions
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