Articles

Award Winner

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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 Posting was published on SME’s website – click here (opens new page)

Articles

Best performing of 2025

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FE Trustnet article written by Trustnet reporter Patrick Sanders as he focuses on the top performing funds across all sectors for calendar year 2025.  The YFS Charteris Gold & Precious Metals fund receives positive coverage from the article. To view the PDF of the article – click here To view the URL of the published […]

Articles

Best and worst for December

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FE Trustnet article written by FE Deputy Editor Matteo Anelli as he focuses on top and worst performing funds across the IA Universe in the month of December 2025. The YFS Charteris Gold & Precious Metals fund receives positive coverage from the article as it appears in the number 1 position. To view the PDF […]

Conferences

Resourcing Tomorrow 2025

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Charteris COO Mark Williams was invited to join an expert panel at the Resourcing Tomorrow (formerly known as Mines and Money) conference in London 2025. COO Mark Williams was invited to take part in a Mining Pitch Battle event entitled “Mining Pitch Battle Heat 1 – Gold and Precious Metals” Battlers: Jonathan Wiesblatt, CEO,  Trident […]

Conferences

CWM – Fixed Income

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Charteris personnel Ian Williams and Cecilia McLaughlin represented Charteris and attended Citywire Wealth Manager’s Fixed Income conference in Hampshire.   The Citywire Fixed Income Retreat: In pictures

Current Outlook

A return to QE and the 4Rs

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Office building

Lead manager of the YFS Charteris Global Macro Fund and Charteris CEO Ian Williams, pens his latest thoughts on Quantitative Easing To read the PDF – click here   Important information The views expressed in this document represent the views of the author at the time of preparation and should not be interpreted as investment […]

Current Outlook

Gold & Silver – The Herd awakes

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Lead manager of the YFS Charteris Gold & Precious Metals Fund and Charteris CEO Ian Williams, pens his latest thoughts on the Gold & Silver markets To read the PDF – click here   Important information The views expressed in this document represent the views of the author at the time of preparation and should […]

Charteris in the Press

A Wealth Tax by steps

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Charteris Investment Manager Derek Gawne recently attended a Citywire Wealth Manager event at Fairmount Windsor Park and as part of the delegation was asked to give his views surrounding the upcoming UK budget. This Citywire article written by journalist Jack McRae includes quotes from Derek. To read the article – click here (link opens a […]

Articles

Warren Buffett hates it

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Respected journalist David Stevenson has written an article about Gold for the Daily Telegraph entitled “Warren Buffett hates it, but investing in gold is a good bet” and interviewed Charteris CEO Ian Williams for it. To read the article – click here (link opens a new URL and a paywall)   The views expressed in […]