Charteris - Treasury Portfolio Managers Limited

Ian Williams, Chartered FCSI, Chartered Wealth Manager
Chairman, Chief Executive, Trustnet Alpha Manager 2011

Ian WilliamsTel: + 44 (0)20 7220 9780

Ian Williams has spent the last 35 years as a specialist in Equity and Fixed Income markets, covering sales, research, market making and proprietary trading.

He was a Member of the London Stock Exchange for many years before joining Chase Manhattan Bank (now JP Morgan). He subsequently worked for Dresdner Kleinwort Benson & Guinness Mahon (now Investec) before becoming Chairman & CEO of Charteris Treasury Portfolio Managers Ltd.

The Funds run by Ian Williams include the recently launched Charteris Strategic Bond Fund, which focuses on capital preservation in a fixed-income market where there is much asymmetric risk that lies within it.

This covered-call strategy is also applied to the Charteris Premium Income Fund, which has a one-star rating by Morningstar and a Single Crown Rating from Trustnet. This equity fund invests solely in UK leading Blue Chip equities and is the longest living covered-call writing fund in the UK with a target yield of 4-6% per annum.

Ian is also the investment manager of the Charteris Gold & Precious Metals Fund which was launched in the first quarter of 2010 and is in the IA UK specialist sector. The Fund was the top performing fund in the UK across all sectors for calendar year 2016.*

Ian Williams is a Chartered Fellow of the Securities Institute, a Chartered Wealth Manager, he was awarded with the accolade of becoming a Trustnet Alpha Manager in 2011, and accomplished a CityWire A Rating in calendar years 2009, 2010 & 2011. He has been a regular contributor to the national written press and various television networks including "The Keiser Report" on RT, Bloomberg, CNBC, Reuters, BNN, Hargreaves Lansdown TV, SIPP TV & BBC Radio 4.

*all data is available on request