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Courtiers well placed as industry faces uncertain future, says CEO
In response to a report warning that one in six wealth management companies are set to disappear in the next five years, Courtiers CEO Jamie Shepperd says he’s confident the company is well placed to weather the storm and to continue to meet the needs of clients and their families.
‘We’re just the custodians,’ says Courtiers CEO
Courtiers CEO Jamie Shepperd outlines his long-term vision for the company and explains why succession planning is central to ensuring that the company remains true to its original values and ethos and to maintaining its commitment to delivering an exceptional client experience.
Courtiers’ Charity of the Year
As Courtiers’ Charity of the Year, Thames Valley Adventure Playground will be the focus of much of the fundraising for good causes by Courtiers employees over the next nine months. This article details the valuable work the charity does and explains why supporting a charity each year is so important for Courtiers and its employees.