Chartered Trust’s driving principle is the preservation and enhancement of its Clients’ personal wealth.

Above all, we seek to build strong, long-lasting client relationships based on mutual confidence and trust.

As an independent group of companies free of institutional ownership and control, our open-architecture platform enables us to seek out and retain well-established reputable portfolio and other asset managers in financial centres best suited to our trusts’ and Clients’ particular circumstances without any attendant pressures to promote or invest in proprietary investment products.

With much of our new business emanating directly or by referral from existing long-standing Clients – and subsequent generations thereof – and an established international network of private wealth managers and professional advisors, we’re continually striving to protect and enhance our hard-earned reputation for competence, efficiency and above all, integrity in the exercise of our fiduciary duties.