Financial sponsors AND Executives
Coutts has worked alongside corporate executives since 1914, when we first provided banking services to city financiers. Today, we provide exceptional wealth management and private banking advice to executives from a significant proportion of FTSE companies.close
“We understand the multiple demands facing executives in today’s corporate world. Coutts dedicated Financial Sponsors and Executives team provides our clients with specialist banking and wealth management advice and solutions that are delivered in keeping with the dynamics of the ‘C-suite'."
EXPERT ADVICE FOR
Coutts Financial Sponsors and Executives work closely with the wider specialists within our business and beyond to provide a consolidated service for our clients’ wealth in a fast and efficient manner. Insight into your business environment ensures effective advice and solutions that are attuned to your needs – during your career and beyond.
With our financial market clients typically working across mergers and acquisitions, hedge funds, private equity and trading, we appreciate the correlation between the macro-economic environment and their success.
Coutts advice takes into account the receipt of annual bonuses and the need to structure wealth around these. We help our clients manage risks posed by currency exposure and offer personal trading accounts to help them maximise the wider opportunities of their wealth.
Coutts works with some of the world’s leading corporate executives in a range of roles and industries. All share a high-paced working environment and a lack of time to manage their own financial affairs
We will work with our clients to maximise the opportunities presented through often-complex remuneration structures with the use of one line shareholdings to provide liquidity and hedging to reduce single stock exposure. Our experts will devise financial plans that provide support through the early stages of your career and specialist tax and planning advice as it develops.
As one of the first banks to establish a specialist Lloyds insurance team, Coutts has worked within the insurance industry for over two centuries.
Today, we advise insurance professionals on an individual and a corporate level through a dedicated team with extensive links and an equally extensive understanding of this sector.
Head of FINANCIAL SPONSORS AND Executives, Coutts
Rebecca joined Coutts in 2000, during which time she has specialised in advising wealthy individuals with professional backgrounds. Rebecca started her career at Lloyds Private Banking, having undertaken a degree in History at Durham University.