Courtiers Wealth Management
Courtiers Wealth Management

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19 Jul
Turning the page to a new Labour government
Turning the page to a new Labour government
Post-election, what should you focus on around Labour’s policies and how can we use past fiscal history to understand what may happen in the future five years? We delve into some of the details to help you know where to look.
Hazel Compton
12 Jul
Two paths leading to the same place: we need more housing
Two paths leading to the same place: we need more housing
Between China’s diminishing housing demand and the Labour win, Gary Reynolds discussed how a longer-term position on UK housing could support our economy and help create wealth.
Hazel Compton
27 Jun
Stay aware and safe from scammers.
Stay aware and safe from scammers
Against the potential new scam around WhatsApp groups trying to pose as finance businesses or professionals, we detail how we are likely to contact you, why, and what to do if you suspect the communications you receive.
Hazel Compton
21 Jun
2024 General Election  – looking at the money
How might proposals around personal and business taxes, fiscal rules and pensions in the three main political parties’ manifestos affect your future wealth? We highlight valuable key points.
Hazel Compton
20 Jun
A rare feat: top-quartile total returns and sector-leading dividend payouts
Trustnet have once again honoured one of our funds – this time, the Courtiers UK Equity Income Fund has been praised as achieving the rare feat of delivering top-quartile total returns and sector-leading dividend payouts. This demonstrates our efforts to deliver for clients.
Hazel Compton
14 Jun
If time’s precious, is AI priceless?
Humanity's technological evolution has led us to AI. Courtiers' CIO Gary Reynolds is hopeful that using AI will mean more focus on meaningful human connections and client engagement.
Hazel Compton
23 May
Conservative, Labour, Coalition – does it matter?
The UK is holding a General Election on the 4th July. We knew it had to happen this year, but how did the markets react to the announcement? Gary Reynolds and Jake Reynolds discuss the reaction, as well as longer-term views.
Hazel Compton
03 May
The price of love; being on the same financial page as a couple
Being on the same financial page as a couple isn’t as simple as agreeing on how to use – or even to have – a joint bank account. It can come down to the emotional, the personal and the attitudes you have to money.
Hazel Compton
18 Apr
Quarterly Fund Performance Update
Jake, James and Leo discuss the last quarter, including fund performance, what’s happening for the Courtiers Investment team and how the market has played out between January and April. Were there any surprises along the way?
Hazel Compton
12 Apr
Part of the “Fantastic Four”
According to Trustnet, our Courtiers Total Return Growth Fund is considered one of the top 5% of best performing funds, earning us a place in their prestigious ‘fantastic four’.
Hazel Compton