Charteris - Treasury Portfolio Managers Limited

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.

A 107pc return in six months: Gold funds storm 2016 performance tables
26 May 2016
Telegraph article written by Emma-Lou Montgomery with a special feature on Gold Funds and the performance of the sector over recent months. Charteris Gold & Precious Metals fund is featured in the article.
Link to full article (pdf)

Citywire: Alternative Investments Special Feature - Seeking out new routes
April 2016
Citywire Wealth Manager's Sam Antrobus interviews wealth managers across the UK with focus on the alternative markets sector. Charteris manager Mark Williams is interviewed alongside industry peers in both Citywire New Model Adviser & Citywire Income plus magazines
Link to full article (pdf)
Link to full article (pdf)

Citywire: Fixed-Income Liquidity Feature
March 2016
Citywire Wealth Manager's Sam Antrobus interviews wealth managers across the UK with focus on liquidity issues in the Fixed Income markets. Charteris manager Mark Williams is interviewed alongside industry peers.
Link to full article (pdf)

Citywire: High-Yield Feature
Jan 2016
Citywire Wealth Manager's Sam Antrobus interviews wealth managers across the UK with focus on the high yield sector of global investment markets. Charteris manager Mark Williams is interviewed alongside industry peers.
Link to full article (pdf)

Cashing in: Wealth Managers name their most recent disposals
22 Oct 2015
Citywire Wealth Manager's Ted Monroe interviews four wealth managers across the UK with focus as to which stocks and/or investments they have sold recently. Charteris CEO Ian Williams is interviewed alongside industry peers.
Link to full article (pdf)

What did you read over the summer?
10 Sept 2015
Citywire Wealth Manager's Suzie Bliss interviews four wealth managers across the UK with light-hearted piece on literature that wealth managers have read over the summer months. Charteris Investment Manager Mark Williams is interviewed alongside industry peers.
Link to full article (pdf)

Bond Bears scent blood as bunds lead way down
14 May 2015
Citywire Wealth Manager's Dave Campbell has written a piece about the recent decline in performance of the German Bund. Charteris CEO Ian Williams is interviewed alongside industry peers in relation to this important fixed income market.
Link to full article (pdf)

Four Wealth Managers on the coalition's biggest achievements and failures
07 May 2015
Citywire Wealth Manager's Suzie Bliss interviews four wealth managers with focus on the coalition's biggest achievements & failures whilst in power. Charteris Investment Manager Mark Williams is interviewed alongside industry peers.
Link to full article (pdf)

An eulogy for War Loan 3.5 1952
March 2015
Charteris consultant Patrick Phillips was the guest host & speaker at the War Loan Redemption party held at the Imperial War Museum. The event was put together by Lloyds Bank at this historic event.
Link to presentation (pdf)

How will the Lib Dem voter exodus affect the election outcome?
12 February 2015
Wealth Manager article written by Danielle Levy with a focus on the upcoming UK General Election in May 2015. Charteris CEO Ian Williams, alongside industry peers, is interviewed regarding voter trends and bookmakers odds.
Link to full article (pdf)

Charteris launches fund to protect from bond reversal
4 February 2015
Citywire Wealth Manager Magazine article written by David Campbell covers the exciting news that Charteris have launched two new funds. The FP Charteris Fixed Income Fund and the FP Charteris Global Macro Fund. Charteris CEO Ian Williams will be the lead manager on the Fixed Income Fund and Terry Farrow will be the lead manager on the Global Macro Fund.
Link to full article (pdf)

Bonds look "Dangerous" at 300-Year High
7 January 2015
Bloomberg Article written by Anchalee Worrachate with a feature on Charteris CEO Ian Williams with particular focus on Bonds and the Fixed Income markets.
Link to full article (pdf)