WS Charteris Global Macro A Acc
This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Management
| Name of company | Charteris Treasury Portfolio Mngrs Ltd |
| Phone | - |
| Website | - |
| Address | 25 Southernhay Easter Devon, EX1 1QP Devon NULL United Kingdom |
Fund
| Domicile | GBR |
| Legal structure | OEIC |
| UCITS | Yes |
| Inception date | 02/02/2015 |
Managers
| Fund manager | Terry Farrow |
| Manager start date | 27/02/2015 |
| Biography | Terry has over 40 years experience in the investment markets having worked for both Barclays Bank as a Foreign Exchange trader both in London and Brussels as well as Standard Chartered Merchant Bank as Head of their Floating rate note desk. He has been exposed to a great range of asset classes from US Treasuries to the derivatives futures and options market.Terry became an IFA in 1990 and started to grow his client base. Terry acquired a licence from the Institute of Financial Planning in 2005 which is an internationally recognised qualification. Terry is qualified at Level K10 Retirement options - covering all types of pension advice. Terry is also qualified both to G60 and G70 level to cover both Pension advice and Investment Management.In January 2012, Terry was granted membership of the Chartered Institute of Securities and Investment (MCSI) and is now level 6. |
| Fund manager | Ian Williams |
| Manager start date | 27/02/2015 |
| Biography | Ian has spent over 30 years trading equities commodities and G7 government bonds. Formerly a member of the London Stock Exchange before joining Chase Manhattan Bank (now JP Morgan). He then worked for Dresdner Kleinwort Benson and Guinness Mahon (now Investec) before becoming Chairman and Chief Executive of Charteris Treasury Portfolio Managers. He has been a regular contributor to the national written press and various television networks including Bloomberg, CNBC, BNN, Reuters and BBC Radio 4. He is a Chartered Fellow of the CISI. |
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
© Copyright 2024 AJ Bell. All rights reserved.