Chelverton Asset Management
Chelverton Asset Management is an asset management firm that manages a variety of closed and open-ended fund strategies. They have over 25 years of experience and focus on managing clients' investments through various economic cycles while prioritising responsible investing.
- UK Dividend Trust
- European Select Fund
- UK Equity Income Fund
- UK Equity Growth Fund
- UK Opportunities Fund
- Select Consumer Staples Fund
Locations
Digital Popularity
Social Media
Company Details
Chelverton Asset Management is operated by Chelverton Asset Management Limited and is a Active company incorporated on 4 September 1997 with the registered office located in Bath, Somerset. Chelverton Asset Management Limited was registered 28 years ago.
Status
Active
Size
Small
Directors
6
Age
28 years old
Employees
19
Turnover
£9.94M
Total Assets
£16.47M
Cash in Bank
£5.75M
Total Liabilities
-£3.7M
Teams
11
8
3
2
Non Executive Chairman • Joined Mar 2022
Chief Executive Officer • Joined Jan 2024
Fund Manager • Joined Oct 2017
Fund Manager • Joined Aug 2022
Compliance Manager
Managing Director
Quoted Fund Manager • Joined Nov 2017
Quoted Fund Manager • Joined May 2021
Corporate Governance Manager • Joined Apr 2018
Head Of Responsible Investing • Joined Apr 2022
Non Executive Chairman • Joined Mar 2022
Chief Executive Officer • Joined Jan 2024
Fund Manager • Joined Oct 2017
Fund Manager • Joined Aug 2022
Compliance Manager
Managing Director
Corporate Governance Manager • Joined Apr 2018
Head Of Responsible Investing • Joined Apr 2022
Fund Manager • Joined Oct 2017
Fund Manager • Joined Aug 2022
Investment Analyst • Joined May 2024
Quoted Fund Manager • Joined Nov 2017
Quoted Fund Manager • Joined May 2021
View 11 members