Courtiers Wealth
Maximising the Wealth You Created.
Hello and welcome to the Courtiers podcast, giving you market insights, economic highlights and deep dives into what affects investments.
Courtiers are here to listen to you and your wealth needs, working with you to understand where you are and where you want to be. In doing so, we can guide you through your financial journey, making sure you're on track with a dedicated Courtiers Financial Adviser, regular updates and compelling content.
The views expressed in all podcasts are reached from our own research, COURTIERS cannot accept responsibility for any decisions taken as a result of watching any podcasts on this channel and investors are recommended to take professional advice before effecting transactions. The price of stocks, shares and funds and the income from them, may fall as well as rise. Past performance is not necessarily a guide to future returns.
Courtiers Wealth
Courtiers switches from Goldman Sachs to Federated Hermes
Welcome to today’s episode, where we explore the transition from Goldman Sachs to Federated Hermes. This conversation offers a window into the daily work our teams do to help you maximise the wealth you created, ensuring every decision is aligned with long-term value and client outcomes.
Joining us for this insightful discussion is:
- Jacob Reynolds, Asset Management Director, who sets the scene and explains the broader context behind the change.
- Nigel Breakell, Fund Manager, offering a deep dive into the technical and regulatory factors that influenced the decision.
- Kapil Divecha, Head of Private Clients, sharing how this shift translates into real-world benefits for clients and their portfolios.
- Hazel Compton, Content Manager, guiding the conversation and helping distil the key messages for clients.
In this podcast, we cover:
- Why Courtiers has moved its holdings to Federated Hermes
- The impact of Brexit and it’s slow effects on Goldman Sachs, a fund with dominion in Ireland
- What Federated Hermes offers clients.
- What this means for our clients and how it affects them
If you need more information as one of our clients, get in contact with your Courtiers Adviser, who can answer your questions or queries either themselves or with support from the Investment Team.
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 may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk.
Disclaimer
This communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third-party sites, or pages which are linked to the document, have not been reviewed by us and therefore we accept no responsibility for the authors or content of external link or pages. If you are interested in any of Courtiers Asset Management Limited’s range of funds, or require any financial advice, please speak to a financial adviser.
Issued by Courtiers Asset Management Limited, CAM1025144. 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. Tel: 01491 578368.
