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 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 – […]