Capable and committed. Renowned and respected. We’re pleased to call this team ours:

Senior Management Team

Jamie Shepperd

Chief Executive Officer Full profile »

Graeme Clark

Head of Private Clients Full profile »

Jonathon Howard

Head of Corporate Clients Full profile »

Caroline Shaw

Head of Fund & Asset Management Full profile »

Maggi Tuck

Head of Compliance, Courtiers Investment Services Limited Full profile »

Stuart Richards

Compliance Officer of Courtiers Asset Management Limited Full profile »

Pavinder Rehal

Head of Company Accounts & Finance Full profile »

Gaby Evans

Head of Investment & Fund Accounting Full profile »

Leo Hallam

Head of Brand & Communication Full profile »

Daniel Bell

Head of Technical Support (Witney Office) Full profile »

Phil Greenwood

Head of Technical Support (Henley Office) Full profile »

Richard Norris

Head of Pension & Investment Administration Full profile »

Investment and Funds Management Team

Gary Reynolds

Chief Investment Officer Full profile »

Caroline Shaw

Head of Fund & Asset Management Full profile »

Jacob Reynolds

Quantitative Analyst & Data Scientist Full profile »

Private Client Team

Corporate Client Team

Jonathon Howard

Head of Corporate Clients Full profile »

Tuhin Ahmed

Chartered Financial Planner Full profile »

Courtiers Appointed Representatives

Brand & Communication Team

Leo Hallam

Head of Brand & Communication Full profile »

Rebecca Sidery

Online Presence Manager Full profile »

Vamo Sithole

Events Coordinator Full profile »

Latest News

16 August 2019

Safety for savers: The Pension Protection Fund

If you have a defined benefit pension scheme from a current or ex-employer, the securit...

Read the full article »

07 August 2019

Should we fear a “yield curve inversion”?

The US yield curve has inverted, a phenomenon that has preceded each of the USA’s last ...

Read the full article »
All News »

Latest Video Commentary

Financial Shenanigans

Go to article

All News »