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 […]
Charteris Treasury Portfolio Managers are proud to announce that we have won an industry award. The firm was the winner in the “Investment Management Company of the Year” 2024/25 by Corporate Livewire.
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 […]
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 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 […]
Portfolio adviser article written by journalist Christian Mayes on the topic of Gold, metals and best performing funds in the month of October 2024. The Charteris Gold & Precious Metals fund is mentioned positively in the article alongside industry peers To view the PDF – click here To view the original article – click here […]
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 […]
Personal finance editor for the Mail on Sunday Jeff Prestridge reviews the Charteris Gold & Precious Metals fund. To read the article – click here (link opens a new URL) – originally published on 3 November 2024 To view the PDF – click here The views expressed in this document represent the views of the […]
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 […]
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 – […]