Charteris are delighted to announce that we have been shortlisted for the Fund Manager of the Year awards 2026. The shortlist was announced publicly via industry press magazine Investment Week’s website on 10th March 2026 (https://www.investmentweek.co.uk/news/4526707/investment-reveals-finalists-fund-manager-awards-2026 – link opens a new page) Charteris have been shortlisted in the following category(s): Category: YFS Charteris Gold and […]
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 […]
Portfolio adviser article written by journalist Patrick Sanders covering the topic which funds have outperformed the NASDAQ over the past decade. The Charteris Gold & Precious Metals fund is one of a select number of funds to have achieved this outcome To view the PDF – click here To view the original article – click […]
Portfolio Adviser article written by journalist Lauren Hardy covering the topic of best and worst performing funds across the IA spectrum for the month of January 2026. The Charteris Gold & Precious Metals fund is mentioned positively amongst its peers for January 2026 To view the PDF – click here To view the original article […]
It has been revealed today that Charteris Treasury Portfolio Managers have won an industry award. The firm was announced as the winner in the “Best Discretionary Wealth Management firm 2025” category by SME Finance Awards Posting was published on SME’s website – click here (opens new page)
FE Trustnet article written by Trustnet reporter Patrick Sanders as he focuses on the top performing funds across all sectors for calendar year 2025. The YFS 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 the published […]
FE Trustnet article written by FE Deputy Editor Matteo Anelli as he focuses on top and worst performing funds across the IA Universe in the month of December 2025. The YFS Charteris Gold & Precious Metals fund receives positive coverage from the article as it appears in the number 1 position. To view the PDF […]
Following the firm’s success at the COLWMA 2025 awards where it won for Diversity and Inclusion – Operations manager Mark Williams was approached and proud to be interviewed by “The Inspirational Leaders” magazine. (Their home page can be found here) and they state on their website:- “They are a digital media and magazine platform, where […]
Portfolio Adviser article written by journalist Christian Mayes covering the topic of best performing funds for the first half of 2025. The Charteris Gold & Precious Metals Fund is mentioned positively amongst its peers for 1H 2025 To view the PDF – click here To view the original article – click here
Citywire Wealth Manager article written by Simon Evan-Cook where he speculates about a potential new style of investing post President Trump’s tariff announcements. The Charteris Global Macro fund is mentioned positively in this article To read the article – click here (opens a new window) To read the original posting – click here (opens a new […]