News & Insights

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.

Courtiers’ cautious approach to business means that it is mindful of risk, but this isn’t a bar to fresh ideas and innovation aimed at meeting the changing needs of clients, says CEO Jamie Shepperd.

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.

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.

Jamie Shepperd reiterates his commitment to ensure that clients continue to receive the personal touch.