This page is to catalogue the awards and nominations to which Charteris Treasury Portfolio Managers have been awarded with across the companies tenure.
May 2026
Charteris are delighted to announce that we have been shortlisted for the 2026 Citywire UK Portfolio Manager and Group Awards. Charteris has been nominated for “Best Group” award in “Bonds – Sterling Strategic Bond” and was announced via Citywire’s website
March 2026
Charteris are delighted to announce that we have been shortlisted for the Fund Manager of the Year awards 2026. The shortlist was announced publicly via Investment Week’s website on 10th March 2026. Charteris have been shortlisted in the following category:
Category: YFS Charteris Gold and Precious Metals Fund
Fund Name: Equity Precious Metals
March 2026
Charteris Treasury Portfolio Managers are pleased to announce that we have been nominated for the City of London Wealth Management Awards 2026 (COLWMA) – click here
March 2026
Charteris Treasury Portfolio Managers firm was informed they had won “Investment Management Company of the year” by Corporate LiveWire / Prestige Awards at their South England Awards Event. This makes the firm a two-time winner of this award.
January 2026
It has been revealed today that Charteris Treasury Portfolio Managers have won an industry award. The firm was announced as the winner in the “Best Discretionary Wealth Management firm 2025” category by SME Finance Awards – click here
March 2025
Charteris are delighted and proud to announce that after attending last night’s award ceremony hosted by COLWMA (City of London Wealth Management Awards) – we were presented with a prestigious industry award. The firm was the winner in the “Diversity and Inclusion” category and the firm would like to place on record its thanks for all who voted for us – click here
March 2025
Charteris Treasury Portfolio Managers are proud to announce that we have won an industry award. The firm was the winner in the “Investment Management Company of the Year” 2024/25 by Corporate Livewire. – click here
August 2024
Charteris Treasury Portfolio Managers are pleased to announce that we have won an award in this years Citywire Wealth Management / Portfolio Manager and Group Awards for 2024. Chairman Ian Williams has won “Best Portfolio Manager” in the “Bonds – Sterling Strategic Bond” sector for 2024. click here
February 2024
Charteris Treasury Portfolio Managers are pleased to announce that we have been nominated for the City of London Wealth Management Awards for 2024. click here