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.

Asset Allocation

Funds & Performance

Macro View

2024 Client Seminar

See what we covered at the 2024 Annual Client Seminar