Chelton Wealth – Precision Trading, Secure Investments, Proven Returns
At Chelton Wealth, we blend cutting-edge trading technology with decades of financial expertise to deliver consistent, secure returns for our global clients. In this exclusive interview with Biz Tech Outlook, Peter Borggren (CEO) and Robert J. Teuwissen (Founder & Head of Trading) share insights into Chelton Wealth’s evolution, strategies, and vision for the future of asset management.
Can you provide a brief history of Chelton Wealth, including its founding year and key milestones?
Chelton Wealth, a prominent financial institution, has experienced significant growth and transformation since its inception. The journey began in 2006 when the company was founded in Lausanne, Switzerland, under the name Currency Capital Management SA. This establishment marked the company’s initial foray into the financial sector, laying the groundwork for future expansions.
A decade later, in 2016, the company underwent a strategic rebranding and relocated its headquarters to Zug, Switzerland, adopting the name Chelton Wealth. This move signified a new chapter, reflecting the company’s evolving vision and commitment to providing diversified asset management services.
The subsequent years saw Chelton Wealth extending its global footprint. In 2018, a branch was inaugurated in London, England, followed by the establishment of an office in Hong Kong in 2020. These expansions were strategic decisions aimed at tapping into key financial markets and serving a broader clientele.
The year 2023 was particularly eventful for Chelton Wealth. The company launched a branch in Dubai, United Arab Emirates, further solidifying its presence in the Middle East. Additionally, a new European headquarters was established in Malmö, Sweden, marking a significant milestone in the company’s European operations. Chelton AB, the Swedish entity, was registered as a financial institution with the Swedish Financial Supervisory Authority (Finansinspektionen) under ID no. 70413.
In February 2024, Chelton Wealth made a strategic decision to sell its Swiss business. However, the company continued to manage operations through its Dubai entity on behalf of the new owners, ensuring a seamless transition and sustained service delivery.
Throughout its history, Chelton Wealth has demonstrated resilience and adaptability, navigating the complexities of the global financial landscape. From its origins in Switzerland to its current operations spanning multiple continents, the company remains committed to delivering exceptional asset management services to its diverse clientele.
What financial services does Chelton Wealth offer its clients?
Chelton Wealth specializes in providing discretionary asset management services, primarily focusing on G10 currency trading. This approach allows clients to delegate investment decisions to Chelton’s team of experienced financial experts, who have developed a trading method aimed at delivering consistent and successful returns.
The firm’s clientele spans all inhabited continents and includes high-net worth individuals, corporations, multinationals, family offices, hedge funds, and private banks. Chelton Wealth manages a total of €540 million in assets, reflecting its extensive reach and expertise in the financial sector.
For institutional investors, Chelton Wealth offers tailored discretionary asset management services, aligning with individual investment objectives and needs. The firm’s ambition is to provide stability during stock market downturns while generating consistent and high returns, with investments that are only slightly affected by stocks and bonds.
In the Swedish market, Chelton AB, a registered financial institution with the Swedish Financial Supervisory, offers a streamlined management setup. This service aims to deliver favorable results at a lower deposit from €25,000 by consolidating clients with a single broker and utilizing the Currency Sigma trading strategy.
Through these services, Chelton Wealth strives to help clients achieve a good risk adjusted return on their capital.
How does Chelton Wealth ensure the reliability of client-asset custodian conditions?
Chelton Wealth ensures the reliability of client-asset custodian conditions by maintaining a transparent and secure approach to fund management. The firm does not directly hold client funds. Instead, all client funds are held to a well-regulated and recognized order execution broker, ensuring compliance with stringent financial regulations and industry standards.
Each client is provided with an individual brokerage account that remains entirely separate from the broker’s company accounts. This segregation of funds ensures that client assets are protected and not commingled with the broker’s operational funds, reducing counterparty risk and enhancing financial security.
By partnering with reputable brokers and adhering to strict regulatory frameworks, Chelton Wealth upholds the highest standards of asset protection, allowing clients to invest with confidence.
What state-of-the-art technologies and trading systems does Chelton Wealth utilize?
Chelton Wealth utilizes a state-of-the-art in-house operating model specifically designed to meet its unique financial and trading requirements. This system is structured across three core operational areas:
- Front Office: Manages portfolio operations, rebalancing, and trade execution, ensuring efficient asset allocation and market responsiveness.
- Middle Office: Oversees Investment Book of Record (IBOR), reconciliation, risk management, performance attribution, and settlement processes to maintain financial accuracy and risk control.
- Back Office: Handles accounting and administrative tasks, ensuring smooth operational efficiency and regulatory compliance.
In trading, Chelton Wealth employs sophisticated automated trading programs that dynamically adjust to market volatility and structural changes. These systems analyze historical data to determine daily, weekly, and monthly trading ranges, identify emerging patterns, and optimize trade execution.
By integrating advanced technology into its operations and trading strategies, Chelton Wealth enhances decision making, risk management, and performance monitoring, providing clients with a reliable and efficient investment experience.
How does Chelton Wealth maintain transparency in its operations and client communications?
Chelton Wealth maintains transparency in its operations and client communications by ensuring that clients have continuous access to real-time investment performance data. The firm achieves this through partnerships with well-regulated FX brokers, who handle all accounting and reporting functions.
Clients can monitor their investments through a dedicated client portal, which provides a real-time overview of their portfolio’s performance. To enhance transparency, Chelton Wealth ensures that clients receive a Daily Confirmation Statement every evening. This report details all transactions executed on their accounts, allowing them to track their investments closely.
Additionally, a Monthly Statement is generated, summarizing all trading activities, account balances, and overall performance. This statement is both emailed to clients and uploaded to their portal, ensuring easy access and comprehensive financial oversight.
By implementing these reporting practices, Chelton Wealth fosters trust and ensures that clients are always informed about their investments with clear, up-to-date information.
How does Chelton Wealth plan to adapt to evolving market conditions and client needs?
Chelton Wealth continuously adapts to evolving market conditions and client needs by leveraging its dynamic trading systems, maintaining open client communication, and setting clear financial objectives.
The firm’s automated trading programs are designed to adjust in real-time to market volatility and structural changes. These systems analyze historical data, identify trading patterns, and optimize strategies to maintain strong performance. Chelton Wealth targets an annual return of 12%, a goal it has consistently achieved through disciplined risk management and adaptive trading techniques.
Client engagement is a priority, and Chelton Wealth ensures accessibility by being available 24 hours a day, five days a week. The firm also prioritizes transparency through regular market updates, including weekly newsletters, articles, and monthly performance reports, keeping clients informed about market trends and their investments.
By combining advanced trading technology with proactive communication, Chelton Wealth remains responsive to market shifts and evolving client expectations, ensuring long-term investment success.
Here are the contact details for Chelton Wealth’s key executives:
Peter Borggren Chief Executive Officer (CEO)
Email: peter@cheltonwealth.se
Phone: +46 (0)40 50 00 05
Robert J. Teuwissen Founder and Head of Trading
Email: rob@cheltonwealth.com
Phone: +46 (0)40 692 82 11
For further inquiries, you can visit – https://www.cheltonwealth.se/ – https://www.cheltonwealth.com
“Smart Strategies. Strong Returns. Secure Future.”
“Expert-Driven Trading for Confident Investing.”
Company Name : Chelton Wealth
Website : https://cheltonwealth.com/
Management Team
Peter Borggren | Chief Executive Officer
Robert J. Teuwissen | Founder & Head of Trading
