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We are looking for a suitably experienced and qualified individual to join the Private Client Team, based in our Okehampton office.

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.

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.

Courtiers are the winners for the Citywire UK Portfolio Manager & Group Awards 2025: Best Fund Group for Mixed Assets – Aggressive GBP. We are thrilled, but the hard work comes from our Investment Team who make sure we deliver strong returns for our clients.