News & Insights

Kapil Divecha recently became Head of Private Clients, leading the national Adviser team. Talking to him, he explains what he hopes to achieve in the role, the changes he’s implementing and his specialism in pension switches and transfers.

James Timpson and Jake Reynolds are back to explain what’s happened in the past three months. We cover how markets had the biggest fall in the past three months due to Trump’s tariffs, but managed to recover, as well as fund performance and how the Investment Team’s still excited about infrastructure.

Gary Reynolds discusses how Courtiers is navigating global markets with a focus on long-term fundamentals. From interest rate normalisation to undervalued infrastructure assets, our strategies are designed to protect and grow client wealth. Understand how we cut through noise to deliver real value.

With long-term gilts on a more normal path after Covid and the August 2022 budget, the Investment Team are excited to see what’s happening in the markets. It also means it may be time to introduce duration into our Investment Grade Bond Fund.

Gary Reynolds, Chief Investment Officer, said that companies who get too close to political powers run high risks, and Tesla’s now feeling the brunt of what happens when their CEO joins the government and then falls out of favour.

James Timpson (Head of Asset Management and Fund Manager) talks about UK interest rate rises, how May panned out with the delay in US tariffs and fund performance, and we also highlight the team winning a Citywire award.