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 […]

Press Releases

2024 Press Release

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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 –

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Charteris tops 2016 performance

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Charteris Treasury Portfolio Managers Limited (Charteris), the London-based boutique fund manager, is pleased to announce that it achieved a banner year of investment performance, including the best performing equity fund from all categories, in 2016. The company’s WAY Charteris Gold & Precious Metals Fund beat approximately 4,000 collective funds in the UK to clinch the […]