charterhallltd.com

About Us

We are crafting your unique business consulting ideas.

charterhallltd.com is dedicated to Blue Chip information technology, oil and gas, green energy, hydropower, hospitality services, stock market shipping and logistics, biomedical research and also investing in business start-ups and acquisitions to generate treasures to finance investors.

Launched in 2018, the trust was the world's oldest collective investment fund. A lot has happened in the world over the last 150 years. And investment opportunities have changed, too. A glance at the companies that the trust invests in today shows how the financial landscape has transformed over the years. Alongside giants like BP and Unilever sit powerful newcomers like Amazon, Netflix and Facebook, and rising star companies in developing markets.

Valued Services

We Manage Financial Services for Your Organization.

Asset Management

We create customized, integrated investment solutions to meet the unique needs of insurers and pension plans.

Institutional Management

When you select charterhallltd.com to manage institutional assets, you will discover why we've earned the reputation for solid performance and equally solid relationships.

Wealth Management

Your financial goals are uniquely your own, so charterhallltd.com will design a wealth management strategy that's just for you.

We work with you to build, grow and accelerate brand

Our advisors connect your finances to what you want out of life and create a plan designed to make it happen, revealing possibilities while protecting you from the unexpected—today and every day after.

Our growth in becoming one of the largest alternative investment managers is aligned with this vision and is a testament to our shared values, experienced management team, and focus on performance and high-quality investor base, which includes large asset management , trading , Infrastructures, sovereign wealth funds and financial planning.

A strategic mix of insurance and investments working together for your goals.
Your go-to financial expert who helps keep your big picture, and dreams, in focus.
A personalized plan that brings all aspects of your financial life together.

Investor Relations

charterhallltd.com provides advanced investment strategies and wealth management solutions to forward-thinking investors around the world. Through its distinct investment brands charterhallltd.com Management, we offers a diversity of investment approaches, encompassing bottom-up fundamental active management, Responsible Investing, systematic investing and customized implementation of client-specified portfolio exposures. Exemplary service, timely innovation and attractive returns across market cycles have been hallmarks of charterhallltd.com since the origin.

Our Diversity & Inclusion Strategy

At charterhallltd.com, we want every person to have the opportunity to succeed based on merit, regardless of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity expression, military or veteran status, or any other criterion. Why is this so important? To us, diverse and inclusive teams enriched with people of distinctive backgrounds make us better. They help us generate better ideas, reach more balanced decisions, engage our communities and help our clients achieve better outcomes.

Investment Philosophy

charterhallltd.com differentiated credit-focused franchise combines relative value trading with a deep understanding of fundamental credit investing and legal and structuring expertise. With an emphasis on risk management, charterhallltd.com opportunistically invests across the capital structure in less efficient segments of the market with the goal of generating consistent, alpha-driven returns across market cycles.

Responsible Investing

charterhallltd.com Partners is committed to conducting business in a safe, responsible, and ethical manner. These principals guide our decision-making throughout the investment lifecycle.

From the onset of the investment process, we pursue ideas inspired by environmental, social, and governance ('ESG') issues and participate in industries engaged with these themes. All companies in which we invest are first vetted by our professionals, who work closely with expert advisors, to identify and mitigate potential ESG conflicts. Our ESG due diligence program requires an assessment of ten key ESG areas which may impact the current or future performance of a company. One Equity Partners will forego any investment that fails to meet its ESG standards.

Once invested, One Equity Partners reviews and monitors all its portfolio companies to ensure they adhere to its ESG policy, which is periodically reviewed to incorporate best practices as risks evolve. This process allows One Equity Partners to quickly detect and preempt or manage any difficulties that may arise during the investment period.

As investments mature, One Equity Partners seeks to continually improve upon ESG reviews and recommendations, and, together with management, works to ensure that ESG issues are prioritized through to and beyond exit.

Our Asset Management Solutions

Professionally managed investment portfolios

Time is a precious commodity. Researching investments in ever-changing markets and handling investment transactions are more than most people have time for. charterhallltd.com's Asset Management Solutions program allows you to delegate the daily management of your assets and invest with confidence, knowing that your portfolio is in the hands of experienced professionals.

Our Approach To Asset Management

Different goals require different approaches.

At charterhallltd.com we recognize that each investor is unique. That's why we take a personalized approach to developing an asset management strategy by selecting investment portfolios that closely match your goals, tolerance for risk, and expectation for returns.

Wealth Planning

A solid Wealth Plan ensures you have a financial strategy that supports your aspirations. Once we understand your lifestyle goals, we look at the current path of your finances to ensure that you are on track to meet them through retirement and beyond.

How We Work

Outstanding team

charterhallltd.com is a tightly knit group working together with management teams toward common goals. We have more than 70 investment professionals, including 24 partners with an average tenure at charterhallltd.com of more than a decade. This allows us to devote substantial time to the companies in which we invest.

Collaborative style

Our objective is to work with portfolio company leadership and create a backdrop in which companies can thrive. We encourage management teams to invest alongside us, and our forward-thinking approach and philosophy to leave companies better than when we found them also means that portfolio company employees often choose to invest alongside charterhallltd.com as well.

Alignment of interest

We believe that people thrive when they are working toward a common and focused goal. We are proud of our transparency and alignment of interest with our portfolio companies and investors. We believe our focus and significant skin in the game allows us to build true, successful partnerships.

Active Management Across Asset Classes

charterhallltd.com offers regional and global high-active-share equities, fixed income across the yield curve, liquidity solutions backed by four decades of experience as a core capability and, in private markets, real estate, infrastructure, private equity and private debt. Beyond investment management, charterhallltd.com provides engagement in equity and bond markets, proxy voting and policy advocacy.

Our Purpose

This means supporting our colleagues, customers and clients, and the communities and environment in which they operate, for the benefit of all our stakeholders. It means helping people and businesses unlock their potential and plan for the future with confidence, building relationships that stand the test of time. And it means that we continue to be there for the long-term, whatever the climate, making decisions that are right for today and for generations to come.

To achieve this, our long-term strategic approach place exceptional service at the heart of everything we do. Each of our diverse, specialist businesses have a deep industry knowledge, so they can understand the challenges and opportunities that our customers and clients face. We support the unique needs of our customers and clients to ensure that they thrive, rather than simply survive, whatever the market conditions.

We believe in putting our customers and clients first. Our cultural attributes bring out the very best of our people, skills and strong reputation that we have built with our stakeholders over many years. A combination of expertise, service and relationships with teamwork, integrity and prudence underpins our approach and gives us the tools to thrive over the long term.

And we recognise that to help the people and businesses of Britain thrive, we also have a responsibility to help address the social, economic and environmental challenges facing our business, employees and clients, now and into the future.

$649B AUM

Environment

Our Buyout Funds' portfolio can be qualified as 'asset light' and the most material environmental indicator for many companies is electricity usage.

Social

Processes and practices are in place across the portfolio to support the wellbeing of the workforce.

Governance

Good corporate governance and a code of ethics which guides our business activities is the foundation of effective corporate management.

Our People

We focus on attracting exceptionally talented people and rewarding initiative, independent thinking and integrity. Our team's breadth of skills and deep expertise are a critical source of intellectual capital.

Scale

Investing across regions, industries and asset classes gives us the knowledge, resources and critical mass to take advantage of opportunities on a global scale.

Our Performance

Our performance is characterized by superior risk-adjusted returns across a broad and expanding range of asset classes and through all types of economic conditions.

Securely integrate digital
assets into your portfolio

We are crafting your unique business consulting ideas.

We Manage Financial Services for Your Organization.

Asset Management

Institutional Management

Wealth Management