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...
Neil Thapar

Neil Thapar

Head of PR

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

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PR Materials

Press Releases

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

Benstead on Bonds: Stock market wobble shows why we own bonds
13-08-2024
Interactive investor article written by renowned journalist Sam Benstead discussing the bond markets. This quotes
As Gold prices consolidate, has silver’s time come at long last?
06-06-2024
Charteris CEO Ian Williams was interviewed by David Stevenson, well known investment commentator and well
Gold and Commodities top the charts for April
01-05-2024
Portfolio adviser article written by journalist Hannah Williford on the topic of Gold, commodities and
Doceo interview
02-04-2024
Charteris CEO Ian Williams was interviewed by David Stevenson, well known investment commentator on the
March top 10 dominated by gold funds
02-04-2024
Portfolio Adviser article written by journalist Hannah Williford surrounding the performance of Gold funds in
Charteris nominated COLWMA 2024
14-02-2024
Charteris Treasury Portfolio Managers are pleased to announce that we have been nominated for the
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