Courtiers Wealth

Leo Hallam calls Jacob Reynolds after seeing the memo he sent to Courtiers Advisers this morning, addressing the big tech selloff overnight. Listen in on the call. Issued by Courtiers Asset Management Limited, CAM1126158. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley on Thames, Oxfordshire RG...

James Timpson touches on markets responding to the US midterms before rounding up October’s financial markets, covering global volatility, big tech, oil prices, the UK market and the outlook heading into the final months of the year.  Issued by Courtiers Asset Management Limited, CAM1126155. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Registe...

Hear from experienced investment managers and from a qualified financial planning perspective, what Chancellor Healey's first Autumn Budget 2026 means for investors and the UK economy. Leo Hallam dials in to reach Courtiers Chief Investment Officer Gary Reynolds, Asset Management Director Jacob Reynolds and Private Client Adviser Callum Rowe on a quick call, for their varying perspectives on...

The Investment Team confirms record-breaking positive fund performance for a seventh consecutive quarter, while sharing expert views on other market news. Issued by Courtiers Asset Management Limited, CAM1026141. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley on Thames, Oxfordshire RG9 2AU. Te...

Leo questions Gary about his latest research note exploring the financial health of Great Britain. No spoilers here...they come soon enough! Tune in for Gary's comments. Read the Research Note here. Important information Past performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you ma...

As we enter September, Leo Hallam sits down with James Timpson, Head of Asset Management at Courtiers, to review what happened in financial markets during August and discuss how Courtiers portfolios have been positioned. James explains why global markets continued to perform strongly despite ongoing geopolitical tensions, highlights the importance of diversification, and discusses a recent additio...

As James says, "It’s actually been quite an interesting month." Get the latest market news with key topics covering value investing, AI valuations, interest rates, market volatility, Samsung, the Korean stock market, emerging markets, our China investment strategy and as ever, the importance of portfolio diversification. Issued by Courtiers Asset Management Limited, CAM0826114. Courtiers...

Courtiers' Multi-Asset Fund range sees positive returns for the sixth quarter in a row. Plus the rise of China, emerging markets, and the importance of sticking to solid investment principles while avoiding adapting to market shifts. Issued by Courtiers Asset Management Limited, CAM0726104. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Reg...

Speedy inquisitiveness leads this latest CIO Talk, with a lot of ground covered in just over 10 minutes. As we drift through change, our message stands firmly: investing successfully in real life requires diversification, discipline and a balanced, long-term perspective. Learn about: Brexit a decade on, another UK PM, market response, disciplined investing, diversification, emerging markets and lo...

Samsung’s surge, a record-breaking SpaceX IPO and Signify’s steady rise all highlight a standout month for markets. Understand how Korea and emerging markets are shifting global investment trends with Head of Asset Management, James Timpson. Issued by Courtiers Asset Management Limited, CAM0626087. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority –...

Gary expands on his recent research note, revisiting the structural issues holding back supply before an unexpected turn raises another big question: is GDP still fit for purpose in today’s economy? Link to Research Note (includes charts): Research note: Talk’s cheap – housing isn’t - Courtiers Wealth Management Issued by Courtiers Asset Management Limited, CAM0526077. Courtiers Asset Management L...

Markets bounced back in April, with the MSCI World Index posting its strongest month since 2020 despite continued geopolitical tension. James Timpson explains the market's behaviour, why the US is leading, and how diversification continues to support client portfolios. Plus: a look at emerging markets – past, new and current stocks, and key standouts from the last decade – a decade that has s...

Following our latest LSEG Lipper Award, CIO Gary Reynolds 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. Issued by Courtiers Asset Management Limited, CAM0426066. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Co...

Courtiers wins "Best Fund over 10 Years" Award for its Total Return Growth Fund performance, in the LSEG Lipper Fund Awards 2026. Leo talks to Jake about the latest of 16 awards presented to Courtiers in the London Stock Exchange (LSEG) Lipper Fund Awards. This time (and not for the first time), the Courtiers Total Return Growth Fund wins Best Fund over 10 years (Mixed Asset GBP flexible...

Jacob Reynolds (aka Jake – Courtiers Asset Management Director) and James Timpson (Head of Asset Management & Fund manager) cover key questions including: • A year on from the tariff fallout, how have the funds performed this quarter? • Oil is at the top of the written report this quarter when it’s normally at the bottom. Is 2026 all about oil? • What performs well and badly in environments li...

Markets are reacting to global uncertainty as the Bank of England holds interest rates at 3.75%. We explain what’s behind the decision and why a long‑term, diversified approach remains important. Issued by Courtiers Asset Management Limited, CAM0326048. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street,...

Exploring energy markets, how to read them, what today’s geopolitical risks mean for inflation, and how disciplined investors navigate uncertainty with a long‑term focus. Issued by Courtiers Asset Management Limited, CAM0326046. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley on Thames, Oxfords...

February was a very strong month for markets, with UK shares performing particularly well and client portfolios benefiting from this positioning. While recent headlines have caused some short‑term market movement, these changes remain modest compared with past events. Your investment team continues to focus on diversification, long‑term value and carefully selected opportunities to support your go...

Three heads reflect on Labour's Spring Forecast 2026. On today's call were: Chief Investment Officer: Gary Reynolds Head of Private Clients: Kapil Divecha Head of Corporate Clients: Sagar Dholiwar  Conducted by Head of Marketing , Leo Hallam. In this fly-on-the wall call the team react to the Spring Forecast 2026, questioning its credibility and highlighting concerns around unrealistic p...

CIO Gary Reynolds discusses the risks around the tech bubble, why value investing continues to outperform in volatile markets, and how diversification protects portfolios when crowded trades unravel. Issued by Courtiers Asset Management Limited, CAM0226026. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Stre...

Emerging markets were the month’s standout, seeing Courtiers’ Emerging Market portfolio return around 10%. James also highlights a new holding – Signify – world leader in lighting. Read the full performance round-up and subscribe to News & Insights on the Courtiers website . Issued by Courtiers Asset Management Limited, CAM0226015. Courtiers Asset Management Limited is Authorised and Regulated...

James and Jake talk about last year’s performance, emerging markets and asset allocation in this insightful first update of 2026. How have they sailed into the new year?  Issued by Courtiers Asset Management Limited, CAM0126002. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley-on-Thames, Oxfords...

Here we put our clients' questions to Courtiers CIO Gary Reynolds. Gary recaps 2025’s strong fund performance and shares insights on global trends and what’s ahead for 2026. From market volatility to demographic shifts and tech disruption, Gary explains how disciplined strategies delivered up to 17.4% returns for the Courtiers Total Return Growth Fund while managing risk. Watch now for expert...

What did Gary Reynolds (Chief Investment Officer), Kapil Divecha (Head of Private Clients) and Sagar Dholiwar (Head of Corporate Clients) think of the 2025 Autumn Budget? In our latest episode, they discuss their immediate thoughts, expectations and any surprises.   If you want us to put a question to Gary, Kapil or Sagar, let us know in the comments, via email or through your Courtiers Adviser. ...

Gary Reynolds (Chief Investment Officer) sits down with Leo Hallam (Head of Marketing) and Hazel Compton (Content Manager) to discuss the fundamentals of how Value and Growth investing works.  We also discuss: Value Investing vs. Growth Investing, and the core differences between the two strategies. Long-Term Benefits of Value Investing, and why Courtiers favours value investing for clients with l...