Courtiers Wealth Management
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News & Insights
Corporate Services
Working Together
Combine with an outside perspective to help establish, implement and manage corporate schemes.
Pensions & Auto Enrolment
Understand the rules, the options, the processes and the comfort in being compliant.
Employee Benefits
New schemes, reviews and advice for Trustees. Helping to identify and meet specific requirements.
Business Protection
Various insurance options and the support you need to ensure business remains on track as planned.
Personal Wealth Management
How we work together
Listening to understand your goals in life. Guiding each other to help you get there.
Tax Advice
Reviews, assessments and management of your tax affairs. Information on various tax types.
Investment Advice
Guiding clients through market fluctuations. Identifying opportunity and managing risk.
Courtiers Funds
Fund Information
Key information and fund detail. Includes prices, performance and documentation.
Investing in Courtiers Funds
Explore the various routes to investing in Courtiers Funds, for new and existing investors.
Charges & Costs
Explanations of the costs and charges associated with investing in Courtiers Funds.
Regulatory Disclosures
Information and links to download detailed documentation.
Company & People
History
From then to now…why Courtiers exists and what drives us.
Our People
Meet the people steering your investments in the right direction.
Key Locations / Directions
Information on each of our offices, including maps and parking information.
Work with us
Opportunities come and grow. Roles available right now.
Courtiers Client Seminar
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Latest
Oldest
29
Mar
FTSE down – not out – an overview
2017 was meant to be difficult for investors. Post-Brexit blues, the election of President Trump and the rise of populism in Europe were billed as the agents of a storm that would blast global markets
Gary Reynolds CFA
Investment
15
Mar
Bonds will bite you
Anyone holding long-dated bonds is betting that the government of the country of issue can keep inflation under control for the next half century and resist fiscal profligacy.
Gary Reynolds CFA
Investment
06
Feb
Market retreat – blip or bust?
Over the last week, the S&P 500 dropped -7.8% and reminded investors that there is no such thing as a steady linear appreciation in the price of shares.
Gary Reynolds CFA
Investment
22
Dec
2017: A look back, ahead and a quick festive message from our CIO
Chief Investment Officer Gary Reynolds shares thoughts and insight into performance, processes and wraps up 2017 with a message for all our clients.
Gary Reynolds CFA
Investment
15
Dec
The UK Economy – Stagnating, Broken or About to Recover?
The UK economy is stuck. Despite 0.5% interest rates and the lowest unemployment figures for over 40 years, growth cannot get out of first gear. Gary Reynolds writes…
Gary Reynolds CFA
Investment
23
Sep
Macro Overview & The UK
After eight years of steady economic growth there is talk about whether a UK recession is looming. Video commentary from Investment Manager Gary Reynolds CFA.
Gary Reynolds CFA
Investment
11
Aug
Geopolitical Uncertainty – Should we be Worried?
As geopolitical uncertainty hits markets, we asked our CIO, Gary Reynolds, for his perspective. Investment news - watch video.
Gary Reynolds CFA
Investment
05
Aug
Inflation Trepidation at the MPC
The Bank of England’s Monetary Policy Committee (MPC) is worried. Inflation is running at 2.6% and has been above the Government’s 2% target since February this year. Commentary from Gary Reynolds CFA.
Gary Reynolds CFA
Investment
09
Jun
Election Day Results
Apart from the Atlantic, there is another factor that separates the US President from the UK Prime Minister…commentary from Gary Reynolds CFA.
Gary Reynolds CFA
Investment
29
Mar
Brexit Begins
The Prime Minister has today ended months of speculation by triggering Article 50 and formally confirming to our European partners our desire to leave the EU. Commentary from Gary Reynolds CFA.
Gary Reynolds CFA
Investment