|
Finance
Mortgages, pensions, loans, shares, savings |
|
|
|
|
|
|
Economic slowdown or recession?
WHAT DOES IT MEAN FOR MY INVESTMENTS & PENSIONS?
THE CURRENT ECONOMIC CYCLE FAVOURS GILTS
Charteris Treasury Portfolio Managers offer a bespoke private client investment management service and our strategy is to anticipate the right asset classes and sectors to be in at any given time in the economic cycle. We accept portfolios of £100,000+ for discretionary management and smaller clients can buy our funds via their IFA.
Our Strategic Gilt Fund has been the best performing Gilt Fund in 2007 and for the first quarter of 2008.
We also specialise in ISAs, SIPs and SSAS for small and medium-sized companies & we run a Model Portfolio of Aim Stocks which has special characteristics with regard to inheritance tax planning. Our small investment team has more than 150 years’ aggregate experience in managing and advising on investments.
If you want to benefit from our investment experience and expertise please contact:
Bob Devine
bd@charteris.co.uk
07785 223 094
www.charteris.co.uk
A few words published for Bob as an attendee of Mary Flavelle's monthly Keller breakfast
|
|
