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

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

Head of Fund & Asset Management

Email : caroline.shaw@courtiers.co.uk

Direct line : 01491 570320

Connect on LinkedIn

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.

Caroline’s interests are skiing, hiking and travel. She also coaches youth hockey at Henley Hockey Club and occasionally plays for the Ladies Vets 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.

« back to the Team

How can we help you?

To discuss your personal wealth ambitions in confidence, call our Head Office on
+44 (0) 1491 578 368 or select an option below:

Seminars & Events

Valuable live commentary on the latest investment views and news, delivered with a unique Courtiers edge.

Info & Booking »

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 »