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 – […]
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 […]
Press release from Charteris Treasury Portfolio Managers to highlight positive performance from our WS Charteris Strategic Bond fund for calendar year 2023 To read the press release – click here For further information, please reach out to our head of PR, Neil Thapar – nthapar@charteris.co.uk
Press Release from Charteris Treasury Portfolio Managers to highlight positive performance from our WS Charteris Strategic Bond fund for calendar year 2022 To read the press release – click here For further information, please reach out to our head of PR, Neil Thapar – nthapar@charteris.co.uk
Charteris Press Release on the appointment of two new staff members: To read the press release – click here
The DMS Group (who are the ACD to the Charteris OEICs), MontLake and MDO have come together to form Waystone, a business uniquely designed to address the increasingly complex needs of today’s governance industry. Following this change, the charteris fund names will change from “DMS Charteris” to “WS Charteris” To read the press release – […]
Press Release from Charteris Treasury Portfolio Managers to highlight stellar performance from our funds in 2020 To read the press release – click here For further information, please reach out to our head of PR, Neil Thapar – nthapar@charteris.co.uk
Press release from Charteris to highlight best UK fund performance in 2019 To read the release – click here
DMS Governance completes take over of Host Capital and becomes the new ACD to Charteris funds To read the release – click here
The top‐performing London boutique warns that UK gilts are “grotesquely overvalued” and says the new fund’s primary objective is to preserve capital while providing some income Britain’s best performing fund manager of 2016 today announces the launch of a strategic bond fund for investors who want to mitigate the impact of a possible long‐term […]