Courtiers Wealth Management
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News & Insights
Corporate Services
Working Together
Combine with an outside perspective to help establish, implement and manage corporate schemes.
Pensions & Auto Enrolment
Understand the rules, the options, the processes and the comfort in being compliant.
Employee Benefits
New schemes, reviews and advice for Trustees. Helping to identify and meet specific requirements.
Business Protection
Various insurance options and the support you need to ensure business remains on track as planned.
Personal Wealth Management
How we work together
Listening to understand your goals in life. Guiding each other to help you get there.
Tax Advice
Reviews, assessments and management of your tax affairs. Information on various tax types.
Investment Advice
Guiding clients through market fluctuations. Identifying opportunity and managing risk.
Courtiers Funds
Fund Information
Key information and fund detail. Includes prices, performance and documentation.
Investing in Courtiers Funds
Explore the various routes to investing in Courtiers Funds, for new and existing investors.
Charges & Costs
Explanations of the costs and charges associated with investing in Courtiers Funds.
Regulatory Disclosures
Information and links to download detailed documentation.
Company & People
History
From then to now…why Courtiers exists and what drives us.
Our People
Meet the people steering your investments in the right direction.
Work with us
Find out more about working at Courtiers and explore available vacancies
Key Locations / Directions
Information on each of our offices, including maps and parking information.
Courtiers Client Seminar
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01491 578 368
Search results
Results found for:
'lipper
'
Courtiers wins another award
23 Apr 2026
Courtiers wins "Best Fund over 10 Years" Award for its Total Return Growth Fund performance, in the LSEG Lipper Fund Awards 2026
Two more fund awards for Courtiers
25 Mar 2021
After winning two 2021 Refinitiv Lipper Fund Awards for fund performance, Gary and Caroline share some feedback and insight
Fights, Flights and Stalagmites
20 Mar 2020
In the wake of the COVID-19 pandemic, Investment Manager Caroline Shaw explains that stock market volatility climbed to higher than it reached during the Global Financial Crisis of 2008/2009.
On Winning…
20 Apr 2016
Courtiers takes to the spotlight at the Thomson Reuters 2016 UK Lipper Fund Awards for investment expertise and outstanding fund management.
Courtiers wins six more awards
21 Apr 2023
It’s getting to be a habit. Members of the Investment Team reflect on winning six more industry awards, taking to 15 the number the Team has received since 2016.
Award sparks reflection – CIO Talk
24 Apr 2026
Gary reflects on why the Courtiers Funds were created, how decades of market events have shaped our approach, and why diversification and disciplined risk management remain paramount in long-term investing.
Women in Investment Awards 2017 – Celebrated
05 Oct 2017
Caroline's nomination for Fund Manager of the Year represents, in Investment Week's words, wider recognition of "the achievements of women in a sector where they are currently under-represented."
Courtiers receives awards
24 Mar 2022
Members of the Investment Team share their thoughts after Courtiers receives two prestigious industry awards for long-term fund performance.
Value stocks, market rotations and skin in the game
16 Jun 2023
Gary explains why, rather than chasing returns, Courtiers remains focused on finding value in the market and on meeting the financial objectives of its long-term investors, including himself.