Personal Finance | 16 May 2024

“I've consistently experienced exceptional service” – Case study: helping a client following their business sale

We were recently able to help a client get set up with a personalised banking service following a significant post sale windfall.

"As a new customer at Coutts, I've consistently experienced exceptional service; they've gone out of their way to accommodate my needs with remarkable flexibility. The staff are genuinely friendly, making each interaction pleasant. I truly appreciate their dedication and would confidently recommend them to anyone seeking personalised banking services.”

 

The situation

A client had recently gone through a business sale and wanted a new private banking account that could encompass all their needs, both foreseen and unforeseen, as well as their new financial goals. 

 

THE ISSUE

Their business sale brought them a significant and well-earned windfall. However, their previous bank was unable to give them a bespoke service and they felt lost within a large global set up. This was unfortunate as they were also planning a permanent move abroad at the time.

Our solution

We worked with the client around their needs post business sale and the challenges that can come with a large amount of money. Our regional staff took the time to visit them and understand what they required and what their long-term goals were.

When they were ready, we brought them into the Coutts family. We introduced them to our Family Office and investment service, letting them know how we could put the proceeds of their business sale to work – but only when they were ready and with no obligation. We also helped ensure their finances were one less thing to worry about as they moved overseas.

LEARN MORE ABOUT HOW COUTTS COULD SUPPORT YOUR FINANCIAL PLANNING

The value of investments can fall as well as rise and you may not get back the full amount you invest. Eligibility criteria, fees and charges apply. This case study should not be taken as advice.

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