Charteris Treasury Portfolio Managers are pleased to announce that we have been nominated for the City of London Wealth Management Awards 2026 (COLWMA) The firm has been nominated in the following categories:- Best Fund Discretionary Wealth Management Diversity and Inclusion ISA Provider Regional Wealth Manager of the year – Southern England Wealth Management company […]
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 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 – […]