Charteris Treasury

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.

[Charteris Treasury @charteris_]

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://t.co/WdAjMbLq54

[The Inspirational Leaders @inspiratio29631]

Proud to share that #MarkWilliams, Ops Manager @charteris_, is featured in Visionary Finance Leaders Redefining Enterprise Success – 2025!

Read : https://t.co/pV6L0jUcqE

#FinanceLeaders2025 #VisionaryLeaders #BusinessGrowth #GlobalFinance #TheInspirationalLeaders

[Charteris Treasury @charteris_]

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

https://t.co/VXuh7OPv65

[Charteris Treasury @charteris_]

@FETrustnet 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.

https://t.co/6SAlvi7F8D

[Charteris Treasury @charteris_]

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.

[Charteris Treasury @charteris_]

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

[Charteris Treasury @charteris_]

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.

https://t.co/wWPzbDuSlE

[Charteris Treasury @charteris_]

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

[Charteris Treasury @charteris_]

Award winner

[Charteris Treasury @charteris_]

@ii_couk 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

https://t.co/icmAFBEW9a

[Charteris Treasury @charteris_]

Charteris CEO Ian Williams interviewed by well respected journalist @advinvestor on the prospects for Gold and Silver for @DoceoGroup

https://t.co/vGuSD2nMcb

[Charteris Treasury @charteris_]

@Investinmining have published the panel discussion entitled "Precious Metals Pricing at the inflection point" with Charteris CEO Ian Williams from last week's conference

https://t.co/fXnboTPJW4

[Charteris Treasury @charteris_]

Charteris would like to extend thanks to @Foxon_Media for having Chairman Ian Williams as a speaker yesterday at their summit

[Foxon Media @Foxon_Media]

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 > https://t.co/C8YBXMbj9u

[Charteris Treasury @charteris_]

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”

[Charteris Treasury @charteris_]

@ii_couk article written by renowned journalist @Sam_Benstead quotes lead manager of the WS Charteris Strategic Bond fund Ian Williams alongside industry peers with regards to #bonds

https://t.co/LTmv3vPiMA

[Charteris Treasury @charteris_]

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

[Charteris Treasury @charteris_]

Press release from Charteris Treasury Portfolio Managers surrounding positive performance from our WS Charteris Strategic Bond Fund - https://t.co/wYqLkGD335

[Charteris Treasury @charteris_]

Host and head of @ResourcingTomo (formerly @MinesAndMoney ), @AndrewGThake , interviews Charteris CEO Ian Williams following their widely followed mining conference in London 2023

https://t.co/JmdfqZny3T

[Charteris Treasury @charteris_]

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. https://t.co/dW45O6KWY1

[Charteris Treasury @charteris_]

Chairman Ian Williams will be appearing on the Investment leader's panel tomorrow for the 121 mining conference in London

[121 Mining Investment @121MiningInv]

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: https://t.co/L2fYsxq1c7

#121MiningInvestment #London