Charteris

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.

PR Materials

Press Releases

Charteris Treasury Portfolio Managers are pleased to announce that we have won an award in
Charteris Treasury Portfolio Managers are pleased to announce that we have been nominated for the
Press release from Charteris Treasury Portfolio Managers to highlight positive performance from our WS Charteris
Press Release from Charteris Treasury Portfolio Managers to highlight positive performance from our WS Charteris
Charteris Press Release on the appointment of two new staff members: To read the press
The DMS Group (who are the ACD to the Charteris OEICs), MontLake and MDO have
Press Release from Charteris Treasury Portfolio Managers to highlight stellar performance from our funds in
Press release from Charteris to highlight best UK fund performance in 2019 To read the
DMS Governance completes take over of Host Capital and becomes the new ACD to Charteris
The top‐performing London boutique warns that UK gilts are “grotesquely overvalued” and says the new
Charteris Treasury Portfolio Managers Limited (Charteris), the London-based boutique fund manager, is pleased to announce
As of the 17 December 2016 Host Capital has been appointed as Authorised Corporate Director
  Charteris Treasury Portfolio Managers Limited (Charteris), the London‐based fund management company, is pleased to
Press release from Host Capital informing press that Charteris are to take over management of
Gold bars
Lead manager of the Charteris Gold & Precious Metals Fund, Ian Williams, pens a “current
Citywire front cover Ian williams Nick Taylor Charteris
Citywire Wealth Magazine Wealth Manager profile: Charteris Treasury Portfolio Managers Featured discretionary Investment Managers, this
CityWire logo
Charteris Treasury Portfolio Managers enter the Citywire Wealth Manager directory 2010 for discretionary wealth managers
Charteris press release by CEO Ian Williams To see the release – click here
Press release from Charteris CEO Ian Williams To read the release – click here
ACD, WAY Fund Managers release press release regarding launch of new Charteris Gold Fund To
Charteris CEO Ian Williams pens press release To read the release – click here
Charteris take over James Brearley Fund – WAY Press release To read the release –
Article covering Charteris taking control of a UK Equity Fund from James Brearley. Will be
Insch and Charteris Treasury Portfolio Managers enter agreement for a “Global Macro” vehicle To read
Insch and Charteris Treasury Portfolio Managers enter agreement for a “Global Macro” vehicle To read

Charteris in the Press

Interactive investor article written by renowned journalist Sam Benstead discussing the bond markets.  This article
An article posted by renowned investment journalist David Stevenson in his latest “Adventurous Investor Newsletter”.
Interactive investor article written by renowned journalist Sam Benstead discussing the bond markets. This includes
Interactive investor article written by renowned journalist Sam Benstead as part of his regular “Bond
Article from FE Info covering fund performances in 2023.  WS Charteris Strategic Bond gets an
Charteris CEO Ian Williams was pleased to an invited guest onto today’s Sky News show