Coutts Wealth Management Advice Service

Successful individuals recognise the importance of good advice. This has never been more evident than in today's complex financial world.

With more than 300 years of experience, Coutts understands the dedication and experience required to provide exceptional advice to its clients.

Carefully informed insight and structure lie at the heart of Coutts' approach to providing wealth advice. Building a financial framework, which extends across both banking and wealth management, is the foundation on which a client's Wealth Plan is developed.

A Wealth Plan provides invaluable intelligence. By starting with a detailed examination of a client's profile, including needs, ambitions and views on risk, we then create a personalised assessment of the areas where Wealth Management Advice is most appropriate. The Wealth Plan provides a tailored set of recommendations, ranging from investments, through to retirement planning and complex tax structuring. As expected from an institution with global credentials and expertise, the Wealth Plan contains solutions that connect to innovative ideas and highly respected providers.

Our Wealth Managers, supported by teams of specialist and industry experts, work closely with clients to develop long standing partnerships, helping our clients to build, assess and adjust their wealth as markets, fiscal regimes and their own circumstances develop and change over time.

The Coutts experience is not just one of unsurpassed service, but is comprehensive in its commitment to providing exceptional advice.

Important information

THE VALUE OF INVESTMENTS AND THE INCOME FROM THEM, CAN GO DOWN AS WELL AS UP AND YOU MAY NOT RECOVER THE AMOUNT OF YOUR ORIGINAL INVESTMENT.

Coutts clients

To find out more about how Coutts investment services can meet your individual needs, please contact your Private Banker.

Contact Coutts

New clients

If you wish to become a client of Coutts, please complete this form or contact us on +44 (0)20 7753 1365.

Become a client

Media Library

  • A central resource containing videos, podcasts, image galleries and documents which cover a wide variety of wealth management topics.

Knowledge Exchange

  • A private online network for Coutts clients featuring insights and commentary across a range of specialist subjects.

Coutts Foundation

  • Building on our legacy

Awards

  • Some of the industry awards Coutts has won

Calendar

  • Subscribe to our calendar which lists popular sporting and social events