Managing Your Wealth: A Quarterly Perspective

Managing Your Wealth: A Quarterly Perspective


Welcome to the first issue of our new online publication Managing Your Wealth: A Quarterly Perspective, where we explore the wider picture surrounding wealth management as we look ahead to the future

Each quarter, we’ll be presenting new insights into how our private bankers can help you manage your wealth most efficiently. A Quarterly Perspective has been structured to reflect each of our four wealth segments, enabling you and your private banker to create a strategy that best meets your financial goals.

In this edition, we give a view on the market outlook for 2009, as well as looking at the importance of IHT Planning, the appeal of Philanthropy, and how a successful entrepreneur takes a long-term view in these challenging times.

Contents:

Wealth Preservation:

Inheritance Tax (IHT) Planning - You are never too young to start!
Tom Wooden, Estate Planning Advisor

Wealth Enhancement:

A Market Outlook for 2009
Richard Batley, Head of Investment Communications

Wealth Generation:

Entrepreneurs: A Case Study with Philip Milburn
Andrew Haigh, Managing Partner

Life Enrichment:

Making a Difference with Philanthropy
Mark Evans, Head of Family Business and Strategic Philanthropy

To find out more about ‘What makes the Coutts approach unique’, please click here.

I hope you’ll find both informative and relevant. If you wish to discuss any of the topics covered in greater depth or would like to find out more about our four wealth segments, please contact your private banker.

Stephen Fletcher

Head of Marketing