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Trinity Group: Providing Access to an Independent Investment Office Through Its Exclusive Relationship  with Charteris

Sticky August 6, 2025

Trinity Group is proud to introduce a new bespoke investment management service through its strategic collaboration with Charteris Treasury Portfolio Managers Ltd.

Charteris is an investment house renowned for its truly bespoke approach. Its discretionary portfolio management service involves active selection, oversight, and reporting on portfolio holdings rather than relying on off-the-shelf or third-party managed portfolio solutions. Exceptional managers do exist but they are difficult to find. In Charteris, Trinity Group has identified and secured the services of a highly reputable professional financial service provider with a long-standing history of delivering high-quality, high-performance, tailored service.

This service is designed for institutional, high-net-worth individuals (HNWIs), family offices, and discerning private clients seeking institutional-grade portfolio management with a highly personalised approach.

A comprehensive search of discretionary managers, funds, and investment products was undertaken to fill identified needs within the Trinity Group offering. Charteris was selected to provide active, client-customised portfolio management that can help total portfolio diversification and provide enhanced return potential and lower volatility, net of fees.

Trinity Group works extensively with a network of trusted professional service providers and consolidates these into a single integrated solution. Charteris joins Trinity Group to add an important new layer to our offering: a dynamic investment service that adapts with your aspirations and engagement.

About Charteris Treasury Portfolio Managers

One of the few boutique wealth managers in the UK to operate its own specialised funds, Charteris has been delivering an investment edge to private clients since 1984. Independent in thought, focused in execution, and client-led in approach, Charteris has earned recognition for excellence including:

  • Citywire Wealth Manager’s Best Portfolio Manager for UK Bonds 2024
  • Corporate Livewire – UK Investment management Company of the year 2024/5
  • 2025 COLWMA Award Winner (Diversity & Inclusion)

Performance Highlights

  • Gold – Top fund in UK ( all sectors -5000 funds ) for Calendar year 2016*
  • Gold – Top fund in UK ( all sectors -5000 funds )  for Calendar year 2019*
  • Bond  –  Top Gilt Fund – IA Strategic Gilt Sector 2013
  • Bond  –  2nd Top Strategic Bond Fund (Gilt ) – 2022
  • Bond – Ian Williams awarded Citywire Bond Manager of the Year 2024
  • Macro Top in CWM Absolute Return Sector in 2016
  • Macro Top in CWM Absolute Return Sector in 2020
  • Macro -Top  in CWM Absolute Return Sector in 2025 (ytd )

What Makes Charteris Different

  • Established in 1984
  • Institutional performance combined with personal service to your Investment Manager
  • Specialist Investment Managers headquartered in London
  • Strong team of highly acclaimed Professionals who have access to a vast array of Stockbroker & Independent Research across UK, USA & the EU.
  • Verifiable Institutional track record via Charteris fund range (OEICs) (Fixed Income, Equities, Gold Assets)
  • Bespoke Investment Portfolios to suit Individual Clients
  • Model Portfolios if preferred
  • Secure Online Access to view Portfolios
  • Fully Integrated Custody Admin & Valuations platforms
  • State of the art third party custodians
  • Capability for Multi-currency portfolios
  • Where practical we prefer direct investment in Equities & Bonds to help avoid excess double charging via a Fund of Fund approach .

Important Information: Past performance should not be used as guide to future performance. All performance information is based on the Institutional Accumulation class unless stated otherwise. The value of this investment and the income from it can go down as well as up, it may be affected by exchange rate variations, and you may not get back the amount that you invested. Any outlook expressed in this document represents the views of the Investment Manager at the time of preparation and should not be interpreted as investment advice.

This document should be read in conjunction with the Fund’s Key Investor Information document (KIID) and the Fund’s prospectus. A comprehensive list of risk factors is detailed in the KIID and the Principal Prospectus and an investment should not be contemplated until the risks are fully considered and understood. Current tax levels and reliefs will depend on your individual circumstances and details are also contained in the Key features (including the KIID and Principal Prospectus). If you are unsure of the suitability of this investment, please contact your Financial Adviser (if applicable). This document is issued by Charteris Treasury Portfolio Managers Ltd. The KIID and Prospectus are available from the ACD Yealand Fund Services at www.yealand.com or Charteris at www.charteris.co.uk..