Courtiers Wealth Management
Courtiers Wealth Management

Courtiers 2025 Client Seminar

Presentations & Key Highlights




The Courtiers Client Seminar 2025 brought clients together for an in-depth look at the year’s biggest market trends, investment strategies, and economic outlook. Hosted across the country, the event covered topics such as:

  • Interest Rate Shifts & Inflation – How falling rates and inflation trends shaped markets and what to expect next.
  • Tech Sector Concentration – The rise of the “Magnificent 7,” AI-driven volatility, and whether another bubble could be looming.
  • Global Trade & Tariffs – The impact of U.S. trade policies on global markets and portfolio diversification.
  • Portfolio Performance – Courtiers funds delivered strong returns in 2025, with the Courtiers Total Return Growth Fund up over 17%.
  • Investment Themes – From resilient UK stocks like Associated British Foods to emerging market opportunities in Chile and Asia.

The seminar also explored long-term equity market patterns, the role of diversification, and how Courtiers navigates volatility to protect client wealth.

Client Seminar articles

James Timpson covers Positive returns for Courtiers Funds in 2025.

Jake Reynolds talks equities and stocks in Attacking the difficult questions we had this year

Gary Reynolds covers The Invisible Black Hole and How our Growth fund outperformed the Mag 7 in 2025. 

Asset Allocation

Funds & Performance

Macro View

2024 Client Seminar

See what we covered at the 2024 Annual Client Seminar