Courtiers Wealth Management
Courtiers Wealth Management

News & Insights

Sign up for regular email updates

Subscribe to News & Insights

This field is for validation purposes and should be left unchanged.
Name(Required)
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
Privacy(Required)
20 Dec
Coming up Trumps: A review of Markets in 2024
Coming Up Trumps: A Review of Markets in 2024
The first of our Client Seminar presentations was from James Timpson, Head of Asset Management. He spoke candidly about his experience with the markets over the past year, ending with the strong returns we’ve seen on Courtiers Funds.
James Timpson CFA
05 Nov
November 2024 – Market Update
As we focus with James Timpson on the markets and how they fared in October – especially with the Budget at the end of the month – we are also aware that the US election is today (5th November, 2024). Learn about the market’s reactions and investment news, and what we’re expecting in the coming weeks.
James Timpson CFA
04 Oct
October 2024: Quarterly Update
Quarterly update: The summer edition
The third quarter of 2024 closed on a varied summer market. We sit with Jake Reynolds and James Timpson to talk about the rises and falls across the last three months, as well as detailing how the US FED rates have affected the market, and what the Investment Team are expecting.
Jacob Reynolds CFA, James Timpson CFA
03 Sep
September 2024 – Market Update
We’re moving into Autumn! With the “wobble” at the start of August and movements in the market, James Timpson gives us an overview across the last month in the investment space, the Investment Team’s main points of interest and anything else to be aware of.
James Timpson CFA
05 Aug
Monthly Market Update - August 2024
August 2024 – Market Update
While most of us may be thinking of summer holidays, James Timpson is here to tell us what’s continuing in the market, any news across the investment space and anything the Investment Team are particularly interested in.
James Timpson CFA
03 Jul
Quarterly update: Waiting for rates to drop
The second quarter of 2024 closes with an election looming, as well as other factors around the world affecting markets. Jake and James from the Investment Team sit down to discuss.
Jacob Reynolds CFA, James Timpson CFA
04 Jun
June 2024 – Market Update 
Almost halfway through the second quarter of the year – as well as halfway through the year itself, we talk to James about volatility in the market, where the Investment Team have focused and what to expect this month.
James Timpson CFA
08 May
May 2024 – Market Update 
Almost halfway through the second quarter of the year – as well as halfway through the year itself, we talk to James about volatility in the market, where the Investment Team have focused and what to expect this month.
James Timpson CFA
05 Mar
March 2024 – Market Update 
James and Leo discuss the latest for the Courtiers Investment Team in our March Market Update, including what’s happening in the US, and how they’ve balanced the funds with different assets.
James Timpson CFA
05 Feb
Sit down with James and Leo and find out what’s happened so far this year in the investment space.
February 2024 – Market Update 
Our February Market Update covers how investment data affects the market, where Courtiers are looking to diversify and other highlights of the markets in January. Sit down with James and Leo and find out what’s happened so far this year in the investment space.
James Timpson CFA