About

Overview

Chartercross is a multi-award winning, regulated capital management company, and we know that the world of investment is complex, thus making correct and informed decisions is paramount for success. With our ever-expanding global reach we help clients across the world make those important decisions that are right for them.

Unlike most other advisory companies, Chartercross is uniquely positioned to provide our private clients wealth management and asset protection expertise which are not typically accessible to expatriates, due to the country or territory in which they are resident.

We specialise in international, and offshore advisory services for individuals as well as corporate clients. We recognise that every client is an individual, with individual goals and circumstances.

At Chartercross you will be treated as such, and we ensure that only the appropriate options respective to your specific needs are offered. With a full spectrum view of each individual case, we assist in not just the creation of wealth, but its preservation as well.

Our expertise stems from our ability to listen to our clients, and formulate strategies tailored to fit. We are here for our clients at every stage of life to help you maximise their financial potential. Working for your best interest is in our best interest, so you can rest assured knowing that our team of professionals are looking after you.

Chartercross is founded on the principles of Simple, Impartial Advice. We stand behind every financial decision we help our clients make, with years of experience in providing sound guidance.

#SeriousAboutMoney

"They have an exemplary approach to customer relationships. In my case they have delivered exactly what they have promised with courtesy and punctuality, with the added bonus that they are friendly and patient. They are professional and unquestionably have an excellent knowledge of their subject matter."
Stefan Tonkin - Head of IT at EWP Windtower Production AB
"It's my pleasure to recommend Chartercross. They have been instrumental in recovering a pension I had lost track of. They made this whole process for me very easy and he at all times seemed one step ahead of my questions, this resulted in a zero stress process from my perspective. I would recommend Chartercross without hesitation to anyone trying to recover their pension from a previous employer. "
Pat Phillips - Lead Planning Engineer at BP
"Finally someone who brings understanding, clarity and humour to the world of investing. They manage to explain to non-financial people like me, key elements of what is on offer in simple terms, and make me feel comfortable about investing in schemes that I shave not ventured into before. Chartercross brings a personal element to the interactions and whilst at the same time keeps it very professional. All round good team!"
Oliver Facey - VP DHL Express
"Chartercross provides clear, detailed advice focused on UK expats working overseas seeking the correct pensions solutions. They are responsive, detail-oriented, organized and professional - and their advice has saved me significant fees compared with previous advisers!"
Andrew Adams - Director at PwC, with responsibility for methodology and tools in Consulting

Mission & Global Impact

Dedicated to changing the perception of wealth and asset management – Chartercross Capital Management

Chartercross is founded on the principles of Simple, Impartial Advice.

Our goals are equally simple:

Through the removal of unsuitable products from the market, we aim to eliminate unnecessary fees and charges whilst improving our clients experience and perception of the industry as a whole

Corporate Social Responsibility

Sustainability is more than a success factor for a business – A sustainable lifestyle is viewed as personal enrichment and represents a conscious decision for many people worldwide including both our employees and clients alike.

We believe every individual can make a difference towards building a brighter outcome for future generations on our planet.

Living in today’s global communications and technology age it is no longer necessary to meet our clients face to face nor to have all your documents printed. That’s why we have structured our business in such a way our employees’ can limit their emissions footprint as well as save you costs by excluding international flights. We aim to conduct all our business over the phone and by embracing modern technology.

Chartercross offers green ethical options for Socially Responsible Investor

Integrity – CISI

‘Chartercross is delighted to align ourselves with what the CISI stands for Professionalism Integrity & Excellence. Our ongoing commitment to the standards of professional excellence and integrity set out by the institute dovetails perfectly with our passion of offering the best possible service to our clients across the world’

James Dodds ACSI Managing Director Chartercross Capital Management

Professionalism, Integrity & Excellence

The CISI is the professional body of choice for professionals in the securities and investment industry in the UK and in a growing number of major financial centers’ globally. Formed in 1992 by London Stock Exchange practitioners, we have a global community of more than 40,000 members in 116 countries and last year more than 40,000 CISI exams were sat in 80 countries.

The CISI believes professionalism is the blend of three elements:

Knowledge – gaining the initial competence to do your job through professional qualifications, developed by practitioners for practitioners.

Skills – continuing Professional Development (CPD) and ongoing learning which enables you to maintain competence through a professional body membership.

Behavior – upholding the highest standards of integrity by signing up to a professional body’s code of conduct.

They believe a professional is someone who has a combination of knowledge and skills, and acts with integrity. And their purpose, as a professional body, is to provide and encourage the attributes necessary to be a professional.

What are Corporate Supporters?

Invited organizations from across the wealth management industry have the opportunity to become corporate supporters. This is a public endorsement by the corporate supporter of the aims and objectives of the CISI including support of the Institute’s Code of Conduct. Supporters demonstrate a shared commitment to high standards of excellence and professionalism.

Calls may be recorded due to financial regulatory requirement to ensure compliance. No data shall be shared or stored for any other purpose than legal compliance obligation.