Articles

Why I’m Backing Britain’s Economy

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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 in the Press

Citywire Award Winner

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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 – […]

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 […]

Articles

Gilts redux

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An article posted by renowned investment journalist David Stevenson in his latest “Adventurous Investor Newsletter“. Included in this edition, Mr Stevenson interviews Charteris CEO Ian Williams and lead manager of the WS Charteris Strategic Bond Fund with in regards to the UK Gilt market. The title of this section of the newsletter is entitled “Gilts […]