Chartered Wealth Management Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 2009

Year Founded

  • Professionals
  • 5

Professionals

Chartered Wealth Management General Information

Description

Chartered Wealth Management (CWM) is a wealth management firm based in Manchester, United Kingdom. Established in 2009, the firm provides financial planning and asset management services to high-net-worth clients. It also works with families, trustees, and corporate entities. The assets of the firm are managed by the executive management team.

Contact Information

Website
www.charteredwealthmanagement.co.uk
Year Founded
2009
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Founding Director
Email
ds
Phone
+44 0161
Corporate Office
  • 61/63 Brown Street
  • The Lightwell
  • Manchester M2 2JG
  • England, United Kingdom
+44 0161

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Chartered Wealth Management Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

Request a free trial
Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Chartered Wealth Management Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

Request a free trial
  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »

  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »