Exclusive Relationship: Trinity Group x Charteris Treasury Portfolio Managers
Bespoke discretionary portfolio management combined with Trinity’s global structuring, tax efficiency, and residency solutions for HNWIs, family offices, and institutional investors.
Why UK Investors Need This Now?
Rising UK Taxes
Protect wealth from growing income, dividend, and inheritance tax exposure.
Diversification Beyond the UK
Access global markets with institutional-grade expertise.
Residency & Mobility
Align investments with UAE residency solutions, including Golden Visa.
Integrated Solutions
Not just investment management — Trinity consolidates tax, company formation, and wealth structuring into a single strategy.
About Charteris Treasury Portfolio Managers
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 often difficult for investors to access. 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.
- Boutique UK wealth manager established 1984
- Recognised for bespoke discretionary portfolio management
- Proven Track Record:
- Top Fund in UK (all sectors) 2016 & 2019
- Multiple top rankings in gilt and absolute return sectors
Awards & Recognition:
- Citywire Wealth Manager’s Best UK Bond Portfolio Manager 2024
- Corporate Livewire UK Investment Management Company of the Year 2024/25
- COLWMA Award Winner 2025 (Diversity & Inclusion)
Why Through Trinity Group?
While Charteris provides the Investment expertise, Trinity integrates it into your wider Wealth Plan:
Company Formation & Structuring
Set up UAE & global entities with tax-efficient frameworks tailored for HNWIs and family offices.
Residency & Mobility
Access UAE Golden Visa and global residency options, aligning investments with lifestyle goals.
Asset Protection
Safeguard wealth through trusts, corporate structures, and secure cross-border planning.
Integrated Wealth Strategy
One point of contact — Trinity unites formation, tax, residency, and investment into a seamless plan.
Who This Is For?
This service is designed for:
High-Net-Worth Individuals
Secure tax-efficient structures, residency solutions, and bespoke portfolio management tailored to your personal wealth goals.
Family Offices
Integrate global investments, trusts, and residency planning into a single, long-term wealth strategy.
Institutional Investors
Access discretionary management with institutional-grade performance, diversification, and risk oversight.
Private Clients
Enjoy highly personalised, discretionary portfolio management with access to exclusive opportunities.
Get in Touch
Feel free to reach out to us using the options below, and our dedicated team will respond to your inquiries promptly