Charteris

Media Centre

Charteris' latest news, commentary and strategic perspectives for media

Charteris features regularly in the written national press as well as on television and radio, such as Bloomberg, FT, and Wealth Manager. We give talks at conferences and events, sharing our research and latest insight on markets and investment perspectives. See a selection of our appearances below, or get in touch to learn how our decades-long expertise can contribute to your story or event.
Please address all media enquiries to...

Mark Williams

Head of Operations

We regularly update news via our social media channels. For any professional media and journalist enquiries, please contact Mark on 020 7220 9780.

Phone

PR Materials

Press Releases

Yealand becomes new ACD
13-05-2025
Yealand Fund Services (Yealand) completes take over from Waystone to become the new Authorised Corporate
COLWMA Award Winner 2025
26-03-2025
Charteris are delighted and proud to announce that after attending last night’s award ceremony hosted
Charteris nominated COLWMA 2025
18-02-2025
Charteris Treasury Portfolio Managers are pleased to announce that we have been nominated for the
Citywire Award Winner
22-08-2024
Charteris Treasury Portfolio Managers are pleased to announce that we have won an award in
Charteris nominated COLWMA 2024
14-02-2024
Charteris Treasury Portfolio Managers are pleased to announce that we have been nominated for the
2024 Press Release
29-01-2024
Press release from Charteris Treasury Portfolio Managers to highlight positive performance from our WS Charteris
Charteris Bond fund delivers second highest positive returns in sector
05-01-2023
Press Release from Charteris Treasury Portfolio Managers to highlight positive performance from our WS Charteris
Charteris appoints fund industry veterans to drive expansion into North-West
10-05-2021
Charteris Press Release on the appointment of two new staff members: To read the press
DMS Group, MontLake And MDO Announce Rebrand To Waystone
11-03-2021
The DMS Group (who are the ACD to the Charteris OEICs), MontLake and MDO have
Charteris Treasury delivers stellar performance in 2020
06-01-2021
Press Release from Charteris Treasury Portfolio Managers to highlight stellar performance from our funds in
Charteris Gold Press Release
06-01-2020
Press release from Charteris to highlight best UK fund performance in 2019 To read the
DMS becomes new ACD
01-12-2019
DMS Governance completes take over of Host Capital and becomes the new ACD to Charteris
Charteris launches strategic bond fund for sector‐defensive investors
17-10-2017
The top‐performing London boutique warns that UK gilts are “grotesquely overvalued” and says the new
Charteris tops 2016 performance
12-01-2017
Charteris Treasury Portfolio Managers Limited (Charteris), the London-based boutique fund manager, is pleased to announce
Charteris appoint Host Capital as new ACD
17-12-2016
As of the 17 December 2016 Host Capital has been appointed as Authorised Corporate Director
Charteris makes three key hires as fund performance soars
15-09-2016
  Charteris Treasury Portfolio Managers Limited (Charteris), the London‐based fund management company, is pleased to
HC Press Release
24-08-2015
Press release from Host Capital informing press that Charteris are to take over management of
Gold bars
More rubbish written about Gold in the Financial media than any other of the market
28-09-2011
Lead manager of the Charteris Gold & Precious Metals Fund, Ian Williams, pens a “current
Citywire front cover Ian williams Nick Taylor Charteris
Wealth Manager profile: Charteris Treasury Portfolio Managers
10-05-2010
Citywire Wealth Magazine Wealth Manager profile: Charteris Treasury Portfolio Managers Featured discretionary Investment Managers, this
CityWire logo
Charteris enter Citywire Directory
06-04-2010
Charteris Treasury Portfolio Managers enter the Citywire Wealth Manager directory 2010 for discretionary wealth managers
Charteris Press Release
04-03-2010
Charteris press release by CEO Ian Williams To see the release – click here
Press Release: Forces of Hell
25-02-2010
Press release from Charteris CEO Ian Williams To read the release – click here
WAY launch two new equity plans
08-02-2010
ACD, WAY Fund Managers release press release regarding launch of new Charteris Gold Fund To
Charteris press release
01-01-2010
Charteris CEO Ian Williams pens press release To read the release – click here
WAY Press Release
10-11-2008
Charteris take over James Brearley Fund – WAY Press release To read the release –
Charteris take control of Brearley Fund
01-11-2008
Article covering Charteris taking control of a UK Equity Fund from James Brearley. Will be
Insch Press release
01-05-2008
Insch and Charteris Treasury Portfolio Managers enter agreement for a “Global Macro” vehicle To read
Insch Press Release
01-04-2008
Insch and Charteris Treasury Portfolio Managers enter agreement for a “Global Macro” vehicle To read

Charteris in the Press

Award Winner
21-01-2026
It has been revealed today that Charteris Treasury Portfolio Managers have won an industry award.
Best performing of 2025
05-01-2026
FE Trustnet article written by Trustnet reporter Patrick Sanders as he focuses on the top
Best and worst for December
02-01-2026
FE Trustnet article written by FE Deputy Editor Matteo Anelli as he focuses on top
CityWire logo
Managers keep up their guard on gilts
06-10-2025
Charteris Investment Manager Derek Gawne recently attended a Citywire Wealth Manager event at Fairmount Windsor
CityWire logo
A Wealth Tax by steps
03-10-2025
Charteris Investment Manager Derek Gawne recently attended a Citywire Wealth Manager event at Fairmount Windsor
Warren Buffett hates it
25-09-2025
Respected journalist David Stevenson has written an article about Gold for the Daily Telegraph entitled
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