We are a boutique investment manager that’s independent in our thinking and driven in our approach to preserve and grow our clients’ wealth over the long term.
South London, CR0 2LX
Joined September 2010
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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.
telegraph.co.uk/business/202…
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Charteris Treasury retweeted
Proud to share that #MarkWilliams, Ops Manager @charteris_, is featured in Visionary Finance Leaders Redefining Enterprise Success – 2025!
Read : tinyurl.com/4v363wsy
#FinanceLeaders2025 #VisionaryLeaders #BusinessGrowth #GlobalFinance #TheInspirationalLeaders
Official: It has been formally announced that Yealand Fund Services Limited have been appointed as the new ACD to the Charteris funds
yealand.com/yealand-appointe…
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Charteris are proud to announce that after attending last night's award ceremony hosted by COLWMA. We were presented with an industry award. The firm was the winner in the "Diversity and Inclusion" category and we would like to place on record its thanks for all who voted for us.
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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
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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.
thisismoney.co.uk/money/mark…
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Ian Williams, Chairman of Charteris Treasury Portfolio Managers, who won the @CitywireWealth Best UK Portfolio Manager 2024 award in the Sterling Bond fund sector for "stellar out-performance" in recent years
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Charteris CEO Ian Williams interviewed by well respected journalist @advinvestor on the prospects for Gold and Silver for @DoceoGroup
doceo.tv/insights/news/as-go…
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Charteris would like to extend thanks to @Foxon_Media for having Chairman Ian Williams as a speaker yesterday at their summit
Excited to announce our incredible lineup of speakers for The Summit for Wealth Management on 20th May in London. Join wealth management leaders from top firms like Coutts, UBS, and more as they share their insights. Reserve your spot > eu1.hubs.ly/H092q_00
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Chairman Ian Williams was invited to 121 (@Investinmining ) to be a panelist on day two of their London conference. He was part of a panel discussion entitled “Precious metals pricing at the inflection point”
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Charteris Treasury Portfolio Managers are pleased to announce that we have been nominated in five categories for the upcoming City of London Wealth Management Awards {COLWMA} for 2024. #colwma
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Press release from Charteris Treasury Portfolio Managers surrounding positive performance from our WS Charteris Strategic Bond Fund - charteris.co.uk/wp-content/u…
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Host and head of @ResourcingTomo (formerly @MinesAndMoney ), @AndrewGThake , interviews Charteris CEO Ian Williams following their widely followed mining conference in London 2023
youtube.com/watch?v=da7yIHzS…
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Article posted by renowned investment journalist David Stevenson in his latest “Adventurous Investor Newsletter“. Included in this edition, Mr Stevenson interviews the lead manager of the WS Charteris Strategic Bond Fund with regards to the UK Gilt market. davidstevenson.substack.com/…
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Chairman Ian Williams will be appearing on the Investment leader's panel tomorrow for the 121 mining conference in London
Day 2 Investment Leader's Panel with Ian Williams, Portfolio Manager, @charteris_ - 121 Mining Investment London, 20-21 November 2023
For more information and to sign up, click here: hubs.la/Q02722Dg0
#121MiningInvestment #London
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Charteris CEO Ian Williams discusses prospects for precious metals, bonds and equity markets in an interview by @Foxon_Media 's Amy Malkani in June
youtube.com/watch?v=UOjmVwM7…
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Thank you for having Charteris CEO Ian Williams on your great show again.
Many thanks to all of my guests today: Guy Ellison from @InvestecUK; Bridget Lea from @EE; @carl_eschenbach; Ian Williams from @charteris_; Carlo Maria Capè from @Bip_Group; @JamesThompson1; Neil Collins & Calum Mackinnon from @sixescc. Please join me again on Monday at 1000 BST.
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Charteris CEO Ian Williams was approached to speak as part of a panel at the @Foxon_Media event TSWM London 2023. The panel discussion is entitled "Inflation, Interest Rates and Commodity Prices - Building resilient portfolios for Turbulent times".
Join #TSWMLondon on 9 May to hear the latest trends & insights in #wealthmanagement.
• Hear from top speakers on Premium Client Services & Communications, Technology & Innovation, and Global Macro Strategy, Performance & Risk
• Network w/ industry leaders & learn from the best
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