Articles

COLWMA Award Winner 2025

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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 […]

Articles

Charteris nominated COLWMA 2025

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Charteris Treasury Portfolio Managers are pleased to announce that we have been nominated for the City of London Wealth Management Awards for 2025. The firm has been nominated in the following five categories for 2024:- Discretionary Wealth Management Diversity and Inclusion ISA Provider Regional Wealth Manager of the Year: Southern England Wealth Management Company of […]

Conferences

Resourcing Tomorrow 2024

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Charteris CEO Ian Williams and COO Mark Williams were invited to join expert panels at the Resourcing Tomorrow (formerly known as Mines and Money) conference in London 2024. CEO Ian Williams was on the Keynote Panel entitled: “Silver surge 2025 – can silver outperform Gold and where do the best investment opportunities lie?” Panelists: Ian […]

Charteris in the Press

Monthly Fund Focus

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Charteris CEO Ian Williams and Charteris funds are highlighted by David Stevenson in this article for share scope, a well known investment commentator on the prospects for trusts, funds and ETFs To view the original article – click here (be aware the link opens a new window) The views expressed in this document represent the […]

Charteris in the Press

An update on Gold:

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Charteris CEO Ian Williams was interviewed by David Stevenson, a well known investment commentator on the prospects for Gold and Silver for Doceo.TV To view the original article – click here (be aware the link opens a new window and is behind a paywall) The views expressed in this document represent the views of the […]

Articles

Why I’m Backing Britain’s Economy

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Charteris Chairman Ian Williams pens an article for today’s Daily Mail newspaper entitled “Why I’m Backing Britain’s Economy” – Labour has spun a tale of woe but a leading City fund manager says the share and bond markets are looking attractive” To view the original article click here (opens a new web page)   The […]

Articles

Citywire Award Winner

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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: To read the press release surrounding this announcement – […]