Conferences

TSWM London 2024

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Chairman Ian Williams was invited to Foxon Media’s TSWM London conference to be a panelist.  He was part of a panel discussions entitled “Overcoming inflation and cash deposit interest rates – Where are the opportunities for private clients to invest and limit risk?” Speakers: Ian Williams, Chairman & CEO, Charteris Treasury Ashley Boolell, Founder, Ryuken […]

Conferences

121 London Conference

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Chairman Ian Williams was invited to 121 to be a panelist on day two of their London conference. He was part of a panel discussion entitled “Precious metals pricing at the inflection point” Key point to be discussed is “Mis-correlation between bullish Gold prices and the reality of junior equities – exploring the strategic opportunity […]

Articles

Gold and Commodities top the charts for April

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Portfolio adviser article written by journalist Hannah Williford on the topic of Gold, commodities and best performing funds in the month of April 2024. The Charteris Gold & Precious Metals fund is mentioned positively in the article alongside its peer group The view the PDF – click here To view the original article – click […]

Charteris in the Press

Doceo interview

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Charteris CEO Ian Williams was interviewed by David Stevenson, well known investment commentator on the prospects for bond and equity markets with particular focus on gilts. To read the article click on this URL – (entitled: The Bearish bond Manager who’s still betting on Gilts) Be aware the link opens a new window and is […]

Articles

March top 10 dominated by gold funds

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Portfolio Adviser article written by journalist Hannah Williford surrounding the performance of Gold funds in the month of March 2024.  The WS Charteris Gold & Precious Metals fund is mentioned in the article alongside peers who went up 20% or above in the month. To read the PDF – click here To read the original […]

Articles

Charteris nominated COLWMA 2024

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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 2024. The firm has been nominated in the following five categories for 2024:- Best Discretionary Wealth Manager Best Fund Best ISA Provider Regional Wealth Manager of the Year: Southern England Wealth Management Company […]

Articles

Benstead on Bonds

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Interactive investor article written by renowned journalist Sam Benstead discussing the bond markets.  This article includes quotes from Charteris CEO and lead manager of the WS Charteris Strategic Bond fund Ian Williams as well as industry peers of this sector To read the PDF of the article – click here To see the URL for […]

Press Releases

2024 Press Release

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Press release from Charteris Treasury Portfolio Managers to highlight positive performance from our WS Charteris Strategic Bond fund for calendar year 2023 To read the press release – click here For further information, please reach out to our head of PR, Neil Thapar – nthapar@charteris.co.uk

TV and Video

Resourcing Tomorrow Interview

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Host and Head of Resourcing Tomorrow (formerly Mines and Money), Andrew Thake, interviews Charteris CEO & lead manager of the WS Charteris Gold & Precious Metals Fund, Ian Williams following their widely followed mining conference in London 2023.   Charteris are one of the few boutique wealth managers in the UK to run its own […]