Courtiers Wealth Management
Courtiers Wealth Management

Our People

Listening first. Steering towards the future.


The Investment Team is responsible for managing Courtiers Funds, including asset allocation, investment analysis, investment decisions, trading, rebalancing, risk management and managing liquidity. There are six Courtiers Funds, each authorised and regulated by the FCA.

The team also oversees the investments held by Courtiers Investment Services on behalf of clients. 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 some institutional clients, including attendance at trustee meetings.