FE Trustnet article written by Gary Jackson as he focuses on top performing sectors (so far) in calendar year 2025. The WS 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 published article – click here (opens […]
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 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 – […]
Interactive investor article written by renowned journalist Sam Benstead discussing the bond markets. This quotes Charteris CEO & lead manager of the WS Charteris Strategic Bond fund Ian Williams on long-dated Gilts which potentially offers significant capital gains and a safe haven. To see the URL for this article – click here (link opens a new […]
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 […]
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 […]
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 […]