Yealand Fund Services (Yealand) completes take over from Waystone to become the new Authorised Corporate Director to Charteris funds To read the release – click here (link opens a new window) or their website (click here) – there is additional information here To find out more about Yealand, please visit their website (https://yealand.com/) or contact […]
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 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 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