Charteris Treasury Portfolio Managers Ltd

26/09/2025

Respected journalist David Stevenson has written an article about Gold for the Daily Telegraph entitled “Warren Buffett hates it, but investing in gold is a good bet” and interviewed Charteris CEO Ian Williams for it.

https://www.telegraph.co.uk/business/2025/09/24/warren-buffett-hates-it-but-investing-in-gold-is-a-good-bet/

The views expressed in this feature represent the views of the author at the time of the publication and should not be interpreted as investment advice

The precious metal has outperformed the AI-fuelled gains of the S&P 500

28/08/2025

We’re excited to share that , Operations Manager at Charteris Treasury Portfolio Managers Ltd, has been featured in "Visionary Finance Leaders Redefining Enterprise Success – 2025"!

Discover his insights on driving operational excellence and shaping the future of finance here: https://tinyurl.com/4v363wsy

13/05/2025

Official: It has been formally announced that Yealand Fund Services Limited have been appointed as the new ACD to the Charteris funds

Yealand Fund Services Limited (Yealand) are appointed as Authorised Corporate Director (ACD) for Charteris Treasury Portfolio Managers Limited’s UCITS Umbrella, YFS Charteris UK UCITS ICVC. We are pleased to announce that Charteris Treasury Portfolio Managers Limited, Known as Charteris, have appo...

02/05/2025

FE Trustnet article written by Gary Jackson as he focuses on top performing sectors (so far) in calendar year 2025. The WS Charteris Gold & Precious Metals fund receives positive coverage from the article.

News archive including articles on Fund Managers, Fund Selection, Asset Allocation, Absolute Return, Offshore Investments, Tax Shelters, Insurance bonds. The sectors where fund selection is making a real difference in 2025 | Trustnet

26/03/2025

Charteris are delighted and proud to announce that after attending last night's award ceremony hosted by COLWMA - 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 all who voted for us.

12/03/2025

Charteris are very proud to announce that we have won an industry award. The firm was the winner in the "Investment Management Company of the year" 2024/25 by Corporate LiveWire

30/09/2024

Charteris Chairman Ian Williams pens an article for the 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.

Despite the tale of woe spun by the government the conditions for investing in UK stocks and bonds have seldom been as attractive since Brexit.

10/09/2024

Ian Williams, Chairman of Charteris Treasury Portfolio Managers, who won the Citywire Wealth Manager Best UK Portfolio Manager 2024 award in the Sterling Bond fund sector for "stellar out-performance" in recent years

22/08/2024

Award Winner

20/08/2024

Charteris Investment Manager Jonathan Morgan was an invited guest on to the “State of the Markets” podcast. This was originally recorded on 18th August 2024 and is episode 204 of the series.

https://uk-podcasts.co.uk/podcast/state-of-the-markets/-204-jonny-morgan-30-60-global-decline-in-equities

The views expressed in this podcast represent the views of the speakers at the time of recording and should not be interpreted as financial / investment advice

Jonny Morgan from www.Charteris.co.uk. Email [email protected]. Media Picks (links may be affiliate): The Grand Seduction : https://amzn.to/4fOE1qO.

19/08/2024

Interactive Investor article written by renowned journalist Sam Benstead on Bonds quotes Charteris CEO & lead manager of the WS Charteris Strategic Bond Fund Ian Williams highlighting the potential attractions of long-dated Gilts

Recession fears and stock market nerves have boosted bonds. Sam Benstead explains why.

11/06/2024

Charteris CEO Ian Williams interviewed by well respected journalist David Stevenson on the prospects for Gold and Silver for Doceo

The last few months have seen gold prices steadily rise, partly due to geopolitical worries and Chinese buying. This surge has left many gold mining equities far behind – has their time come? Also, silver has started to stir into action as gold price levels have consolidated. Precious metals fans ...