Charteris - Treasury Portfolio Managers Limited

News & Media

Charteris hit the headlines

Charteris Chairman & 2011 Trustnet Alpha Manager Ian Williams features regularly in the written national press as well as on television/radio broadcasters such as Bloomberg. If you haven't heard of us before, please view our Press Clippings PPT click here.

What Wealth Managers will be dipping into on their summer holidays?
17 July 2014
Charteris Gold and Precious Metal Fund Manager & Charteris CEO Ian Williams is interviewed alongside peers of the Wealth Management Industry by CityWire Wealth Manager's Sophie Whitehead. Ian recommends reading material from W.D.Gann (although "Inside the Gilt-edged market" by Patrick Phillips is also a good read)
Link to full article (pdf)

Silver: The Golden Investment?
23 June 2014
Charteris Gold and Precious Metal Fund Manager & Charteris CEO Ian Williams is interviewed by Joanne Frearson from LyonsDown / Business Reporter (which is distributed with the Sunday Telegraph) for his thoughts on Silver and Silver mining equities in the precious metals sector.
Link to full article (pdf)

UK Divorce or EU Break-up: Is Britain now a Political Risk?
05 June 2014
CityWire Wealth Manager feature conducted by Anna Dumas focusing on the upcoming vote for Scottish Independency alongside the potential for an EU vote for the British People. Charteris Investment Manager Mark Williams is interviewed alongside peers in the industry on this topic.
Link to full article (pdf)

Commercial property on the up: Yousefian
28 May 2014
FT Adviser article written by Jonny Paul interviews Charteris Property Manager Tony Yousefian about his views on the Property Market.
Link to full article (pdf)

Charteris' Yousefian on Property
22 May 2014
Charteris Property Manager Tony Yousefian spoke at a recent Charteris Seminar held at the Savile Club in London about his views on the Property Market. EUBankers have reported on what the lead manager of the EFA OPM Property Fund (recently renamed the FP Charteris Property Fund) was said.
Link to full article (pdf)

Bullish Tony Yousefian predicts another three years of strong property returns
19 May 2014
Investment Adviser Magazine interviews Charteris Property Manager Tony Yousefian with regards to his bullish views on the property market. Fund highlighted in the article is the EFA OPM Property Fund (recently renamed the FP Charteris Property Fund).
Link to full article (pdf)

Investors sound warning as hot money flows into property funds
19 May 2014
Investment Week Article written by Dan Jones brings focus onto UK Property Funds including the EFA OPM Property Fund (recently renamed the FP Charteris Property Fund) with an interview conducted with Charteris Property Fund Manager Tony Yousefian
Link to full article (pdf)

Silver and Gold: "Bombed out" and uniquely cheap
12 May 2014
Investment Week Article written by Charteris CEO Ian Williams, manager of both the Elite charteris Premium Income Fund and WAY Charteris Gold & Precious Metals Fund. This article focuses on the unique and historical event where a mining stock such as Rio Tinto Zinc is yielding more than a 10 Year UK Gilt.
Link to full article (pdf)

Gold price to hit $3000 within 2 to 3 Years
06 May 2014
Everyinvestor Articler written by Christopher Menon with special focus feature on the WAY Charteris Gold & Precious Metals Fund which is managed by Charteris CEO Ian Williams
Link to full article (pdf)

Gold and Silver lows offer buying opportunities
01 May 2014
FT Adviser article written by Charteris CEO Ian Williams on the Gold & Silver markets and how their current market lows offer buying opportunities.
Link to full article (pdf)

Investment Week Magazine Feature "The Big Question"
22 April 2014
Investment Week Magazine Feature "The Big Question" - What is the best Asset class for ISA money over the next 12 months? Charteris Chairman & CEO Ian Williams gives his views on this important issue for Investors.
Link to full article (pdf)

Gold equities shine over 2014's opening quarter
1 April 2014
MoneyMarketing article written by Gary Jackson with focus on gold equity funds in the first quarter of 2014. The WAY Charteris Gold and Precious Metals Fund is the third best performing fund in this space.
Link to full article (pdf)

Charteris eyes double fund launch for Yousefian and Farrow
28 March 2014
Fundweb article written by Jon Yarker with feature on Charteris Treasury Portfolio Managers and their plans to launch two new funds in the summer of 2014. One fund will be a Fixed Interest fund which Tony Yousefian will manage and the second will be a special situations fund that will be managed by Terry Farrow
Link to full article (pdf)

Bruised gold miners start hedging output, in a limited way
14 March 2014
Reuters article written by Silvia Antonioli and Clara Denina with focus on gold mining companies and how they have hedged their capital over recent times. Charteris CEO Ian Williams quoted/interviewed alongside his peers regarding this issue. "Hedging is for gardeners"
Link to full article (pdf)

Charteris hires veteran manager Tony Yousefian
10 March 2014
Investment Adviser article written by Bradley Gerrard on the company's appointment of Tony Yousefian as well as the impending plan for Charteris Treasury Portfolio Managers to take control of the CP OPM Property Fund
Link to full article (pdf)

Yousefian joins Charteris and brings OPM Property fund over
10 March 2014
CityWire Wealth Manager article written by Danielle Levy focusingon the company's appointment of Tony Yousefian as well as the impending plan for Charteris Treasury Portfolio Managers to take control of the CP OPM Property Fund
Link to full article (pdf)

Charteris Treasury hires veteran manager Tony Yousefian
10 March 2014
FT Adviser article written by Bradley Gerrard focusingon the company's appointment of Tony Yousefian as well as the impending plan for Charteris Treasury Portfolio Managers to take control of the CP OPM Property Fund
Link to full article (pdf)

Yousefian joins Charteris and takes property fund with him
10 March 2014
Fundweb article written by Jon Yarker focusingon the company's appointment of Tony Yousefian as well as the impending plan for Charteris Treasury Portfolio Managers to take control of the CP OPM Property Fund
Link to full article (pdf)

Yousefian joins Charteris and takes property fund with him
10 March 2014
Money Marketing article written by Jon Yarker focusingon the company's appointment of Tony Yousefian as well as the impending plan for Charteris Treasury Portfolio Managers to take control of the CP OPM Property Fund
Link to full article (pdf)

Tony Yousefian joins Charteris to help expand fund range
10 March 2014
Investment Week article written by Dan Jones focusingon the company's appointment of Tony Yousefian as well as the impending plan for Charteris Treasury Portfolio Managers to take control of the CP OPM Property Fund
Link to full article (pdf)

Tony Yousefian joins Charteris to help expand fund range
10 March 2014
Professional Adviser/ifa-online article written by Dan Jones focusingon the company's appointment of Tony Yousefian as well as the impending plan for Charteris Treasury Portfolio Managers to take control of the CP OPM Property Fund
Link to full article (pdf)

Yousefian to join Charteris boosting growth plans
10 March 2014
Portfolio Adviser article written by Sam Shaw focusing on the company's appointment of Tony Yousefian as well as the impending plan for Charteris Treasury Portfolio Managers to take control of the CP OPM Property Fund
Link to full article (pdf)

Silver gowns at the Oscars
28 February 2014
FT (Financial Times) article written by Melanie Abrams focusing on the impact that Silver has been making across the entertainment spectrum focusing on the Oscars award ceremony. Charteris Chairman and CEO Ian Williams is questioned about the merits of investment opportunities in Silver, the Metal.
Link to full article (pdf)

The next generation of boutiques: Charteris Treasury Portfolio Managers
27 February 2014
CityWire Wealth Manager magazine focus feature on boutique Investment Management companies around the UK. Interview conducted with Chairman and CEO Ian Williams about the company, the staff and what the company is achieving.
Link to full article (pdf)

Gold to spark romance on Valentine's day?
14 February 2014
Short feature by Charteris CEO Ian Williams for CityWire Wealth Manager magazine focusing on the outlook for the WAY Charteris Gold and Precious Metals Fund and how romance can benefit the Gold/Silver markets given how popular Valentine's day is for proposals.
Link to full article (pdf)

Gold and Silver to SHINE AGAIN?
6 January 2014
Article written by Money Observer reporter Ceri Jones focusing on the outlook for Gold and Silver. Charteris CEO Ian Williams is interviewed alongside UBS analyst Julien Garran to discuss potential upside in these markets.
Link to full article (pdf)