Our People
Listening first. Steering towards the future.
The Asset Management department manages Courtiers Funds, including asset allocation, investment analysis, investment decisions, trading, rebalancing, risk management and managing liquidity. There are seven Courtiers Funds, each authorised and regulated by the FCA.
The team also oversees the investments held by Courtiers Investment Services on behalf of clients, working with the Personal Wealth Management team to support individual needs. This involves regular analysis of assets held including mutual fund and pension fund reviews, and occasional analysis of other client investments such as money market funds, AIM IHT products, property funds and VCTs. The Investment Team manages the Courtiers Ethical Strategies and provides analysis for institutional clients, including attendance at trustee meetings.
