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 […]

Respected journalist David Stevenson has written an article about Gold for the Daily Telegraph entitled “Warren Buffett hates it, but investing in gold is a good bet” and interviewed Charteris CEO Ian Williams for it. To read the article – click here (link opens a new URL and a paywall)   The views expressed in […]

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 […]

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 […]

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 […]

Article written by Investors Chronicle’s Dave Baxter as he focuses on commodity funds inside the IA Commodity/Natural Resources sector.  His article highlights positive returns seen by the Charteris Gold & Precious Metals fund. To view the article – click here (opens a new link) To view the PDF – click here (opens a new link) […]