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.

When was the last time you reviewed your will? As well as acting as your voice when you’re gone, a will ensures you can protect and look after your wealth and your family once you are no longer able to in person. Understand here what you should be aware of when making a will, and what the new legislation could mean for your future decisions.

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.