Charteris - Treasury Portfolio Managers Limited

Conferences

September 2017

Charteris CEO Ian Williams was invited to be a guest speaker on the topic of "Commodity Markets from a Cyclical viewpoint" for the CISI (Chartered Institute for Securities & Investment).

July 2017

Charteris CEO Ian Williams was invited to be a guest speaker on the topic of "Investing in Gold and Precious Metals" for the CISI (Chartered Institute for Securities & Investment).

May 2017

Charteris Investmet Manager Mark Williams was invited to join an expert panel on the topic of Gold at the 121 mining investment conference in London.

May 2017

Charteris Investmet Manager Mark Williams and Head of Research Nick Taylor both attended the Citywire Wealth Manager South East Retreat.

Mar 2017

Charteris Chairman & CEO, Ian Williams attended and was invited as a guest speaker by London South East to speak about the merits of investing in Silver as opposed to Gold which was a contributing factor to the terrific performance of the Charteris Gold & Precious Metals Fund in calendar year 2016.

Feb 2017

Charteris Chairman & CEO, Ian Williams was invited to "The Red Party" London conference hosted by Why Media to meet industry peers across the Asia markets as well as celebrate the Chinese New Year.

Nov - Dec 2016

Charteris Chairman & CEO, Ian Williams attended and was invited as a guest speaker to the "Mines and Money" London conference. Ian was also interviewed by Proactive Investors and smallcappower during the well attended event
To see the full agenda of the event (which includes list of speakers)
(click here-PDF)

Nov 2016

Charteris' Head of Research, Nick Taylor was a part of the inaugural Citywire Wealth Manager "Global New Ideas" event in London. The event saw some of the UK's most influential fund selectors and wealth managers arrive ready to hear some of the newest, most innovative strategies on the market today.
(click here-PDF)

May 2016

Charteris Chairman & CEO, Ian Williams hosted an investment seminar at the Savile Club, London alongside guest speaker, Piers Corbyn, founder of Weather Action.
The event was titled "Cycles: The Mysterious forces that trigger events".
To see Ian Williams' presentation from the event (click here-PDF)
To see Piers Corbyn's presentation from the event (click here-PDF)

May 2016

Charteris CEO, Ian Williams was in attendance of the CityWire Private Client Manager Retreat in Hampshire

 

November 2015

Charteris CEO, Ian Williams was in attendance of the CityWire Wealth Management Forum in London.

May 2015

Charteris Investment Manager, Mark Williams was in attendance of the CityWire Wealth Manager two day Conference 2015 in Hampshire.

April 2015

Charteris Investment Manager & Head of Private Client Wealth Management, Nick Taylor represented Charteris at the CityWire Wealth Manager South-West Retreat conference, held in Chepstow.

March 2015

Charteris Investment Manager, Mark Williams was in attendance of the CityWire Wealth Manager Conference and Awards 2015.

May 2014

Charteris Chairman & CEO Ian Williams was the main speaker at a conference
given at the Savile Club, London. The presentation is entitled "The Aftermath
of the 2008 crash & the Oulook going forward
"
To see presentation from the event (click here-PDF)

April 2014

Charteris Chairman & CEO Ian Williams was a guest speaker at the Private Investor
Conference hosted by Goodacre in April. He was asked to give a speech on his expertise
in the Gold & Precious Metals sector as well as a global macro overview on stock markets.
To see presentation from the event (click here-PDF)



March 2014

Charteris Investment Manager & Head of Private Client Wealth Management, Nick Taylor represented Charteris at the CityWire Wealth Manager Private Client Management Awards
2014. He was also interviewed by CityWire at the event.

 

May 2013

Charteris Investment Manager Mark Williams is included in the group photo at the CityWire
Wealth Manager Private Client Management Retreat Conference at the Four Seasons Hotel, Hampshire.


April 2013

Charteris Director and Head of Private wealth Management, Nick Taylor, recently
attendedthe CityWire Wealth Manager South West Retreat to represent Charteris
Treasury Portfolio Managers given the companies strong presence in the West
Country.

Picture gallery showing "the great and the good" featuring Nick Taylor of Charteris (PDF)

September 2012

Charteris CEO Ian Williams sits on the panel of the Euro Money Sterling Conference

Presentation given at event (PDF)

October 2011


Claridges Event - October 2010

Charteris Treasury Portfolio Managers hosted a conference at Claridge's hotel, London where CEO Ian Williams spoke about his global market overview to an audience of 100 people as well as discussing in detail the Charteris Premium Income Fund as well as the newly launched Charteris Gold Fund

 

October 2007

Charteris Treasury Portfolio Managers spoke at the Grand Nave Dinner, held in Exeter Cathedral, where Chairman & CEO Ian Williams spoke about his global macro overview.