Caroline Shaw CFA, MEng (Hons), DipPFS, IMC, Chartered MCSI

Caroline Shaw CFA, MEng (Hons), DipPFS, IMC, Chartered MCSI

Head of Fund & Asset Management

Caroline joined COURTIERS in 2000. She holds a Masters degree in engineering and started her working career as a civil engineer before deciding to put her analytical and risk assessment skills to good use within the investment management sector.

Apart from her two children, Caroline’s interests are triathlon, skiing, hiking and travel. She also coaches youth hockey at Henley Hockey Club and manages its U14 Boys team.

Caroline is a CFA charterholder, having passed all three levels at the first attempt. She also holds professional accreditations from the Personal Financial Society (she attained the Advanced Financial Planning Certificate including the specialist Investment Portfolio Management qualification) and the Investment Management Certificate from the CFA Society of the UK. Caroline is a Chartered Member of the Chartered Institute for Securities & Investment.

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When Pensions + Life Insurance = Tax Bill

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