Coutts Private Office
Established in 2005 to advise our wealthiest clients, the Coutts Private Office has built a reputation on unstinting levels of service and advice. We provide exceptional private banking and wealth management services to a select group of clients, including those who are non-domiciled in the UK, and who expect total discretion.
Head of Wealth & Investment Management, Private Office and International
“In spite of our continued growth, the Coutts Private Office has maintained the personal touch for which we are renowned. Continuous communication ensures trusting relationships with our clients and a breadth of innovative solutions that are driven by their requirements. It's our ability to challenge and provoke thought amongst our clients in matters pertaining to their wealth, coupled with our extensive connections, that sets the Coutts Private Office apart.”
An unrivalled understanding
of your needs
advice for every aspect
of Your Wealth
and your family
Sound decisions must be based on facts. Coutts Private Office works to empower our clients and their families for every aspect of their wealth. We regularly create bespoke private tutorials to provide a clear view on topics such as next-generation planning, investments, wealth structuring and philanthropy.
Exclusive to our clients, the Coutts Insight Game helps us to understand you and to determine your priorities – now and for the future. The results culminate in a personal 'Insight Day', which expands on the issues that are important to you, and enhances your understanding of your wealth. Drawing on our internal and external network of industry experts, regular club events provide the opportunity for clients to debate key topics and share experiences and insights on matters that transcend money management.
Renowned for our intelligent relationships, Coutts Private Office draws on our in-house and external expertise to offer coherent advice suited to our clients’ individual needs. Our approach places us under the constant scrutiny of our peers – ensuring that you can feel confident in our services and recommendations.
Our extensive external network ensures you are advised by specialists who fulfil all your requirements. Teamwork is key to our approach. We will build the right team around you – selecting the highest calibre advisers to meet your needs and ensuring you also enjoy a personal rapport.
Head of Wealth & Investment Management, Private Office and International
Camilla joined Coutts Private Office in 2007 with a mandate to manage a portfolio of Ultra High Net Worth clients. She has built an impressive 20 years' plus experience in the wealth management industry, previously in client management roles at Lloyds Private Banking, Drummonds, and Schroders Private Bank. In May 2015 she was appointed Managing Director of Coutts International, Coutts Crown Dependencies, and Coutts Private Office. In April 2017 Camilla took an expanded role of Head of Wealth & Investment Management overseeing the management of the businesses, driving strategic and propositional developments. She is a member of the Private Banking Executive Committee and co-chairs the Coutts Diversity & Inclusion Council. Camilla won Private Banker International "Outstanding Young Private Banker" 2012. She has a BA Hons Philosophy & Politics Durham University and the Securities Institute Diploma.
Market Leader, Coutts Private Office
Warren has over 20 years' experience within the Private Banking industry. He joined Coutts from Lloyds Private Bank in 2003, subsequently specialising in the wealth management needs of UHNW clients by joining the Private Office in 2006. He now combines his client responsibilities with the leadership of the business as the Head of the Private Office. He was recognised in the PBI awards in 2013 as a rising talent in the private banking industry, and is a Chartered Member of the Securities Institute.
MAnaging Director, Coutts Private Office
Hannah joined Coutts Private Office in 2011, having worked at Coutts since 2003 where she was primarily based in the City and Canary Wharf, working with high net worth executive clients. Now supporting ultra high net worth families, she helps clients, their families and advisers maximise complex remuneration packages and asset bases, while taking a holistic approach to risk and planning for the next generation. Hannah is part of the Private Office leadership team and also has responsibility for the Coutts Charity Investment team and Coutts Institute. Hannah holds a First Class BSc in Mathematics from Durham University and is a member of the Chartered Institute for Securities and Investment.
A former Chairman of Coutts senior client partners, Julian works closely with a small number of ultra high net worth individuals and families. He has more than 30 years’ experience and advises clients in the UK, the Channel Islands and the Isle of Man, where he is separately investment authorised. Julian believes that establishing extremely close working relationships with his clients is critical to understanding their needs and giving excellent service and advice.
A key member of the Coutts Private Office since 2011, Perry’s Coutts career began in 1994 when he joined Coutts in Zurich. This was followed by three years as Managing Director of Coutts Trust operations in the Channel Islands. Returning to the UK in the late 1990s, Perry has held a number of senior roles across the firm including Coutts Head of Private Banking and, for five years, Marketing Director. Perry works with entrepreneur and non-domicile clients to understand their aims and to construct strategies to achieve these. His key objective is to assist wealthy families in making their money last for multiple generations.
Alison joined Coutts Private Office in 2014, bringing with her more than 15 years’ experience. Her career began in institutional fixed income sales at Dresdner Kleinwort Benson. She was recruited by JP Morgan Private Bank ten years ago, where she lead the firm’s Financial Sponsors business. Prior to joining Coutts, Alison was an ultra high net worth desk head at Credit Suisse. She has appeared in Wealth Bulletin’s list of 40 Rising Stars in European Wealth Management, Financial News 100’s Rising Stars and Management Today’s 35 Women Under 35.
Joining Coutts in 2004 from JP Morgan, Nick specialises in working with ultra high net worth individuals and their families covering all aspects of their wealth. With over 10 years of experience Nick understands the opportunities, challenges and responsibilities that significant wealth brings and works with his clients to design bespoke wealth and investment strategies to help them achieve their objectives.
Nick is a Chartered member of the Securities Institute and has been recognised by Spears as one of the top 100 wealth managers.
Philip studied History at Lancaster University before joining Coutts in 2006. After a short stint in the investment office, Philip joined our Entrepreneur client group, working exclusively with successful Entrepreneurs at each stage of their journey. Philip took that experience to the Coutts Private Office in 2011, where he now works with ultra high net worth clients from all backgrounds and sectors. Philip’s mission is to ensure that wealth, usually the result of long hours and hard labour, is structured and managed to achieve a client’s short-term and long-term objectives and to serve their desired legacy. This often starts with helping his clients work out what those objectives and that legacy might be. Philip is a Chartered Wealth Manager.
Jack joined the Private Office in 2020 having worked across a range of banking and wealth management roles in our International division. He specialises in helping clients from overseas now living in the UK (resident non-domiciled) with their long-term financial planning.
Adam has been advising ultra high net worth individuals for over 20 years. Before coming to Coutts in 2020, he was a senior executive at LGT Vestra, HSBC Private Bank and Credit Suisse, where he predominantly advised business owners and their families before and after a major market event for their firm, whether through an IPO or M&A transaction. He has also advised C-Suite executives at some of the largest corporates across the UK and Europe. Adam is a chartered fellow of the CISI.
Kumar joined the Coutts Private Office in 2014, having worked at Coutts since 2007 where he was primarily based in the City and Fleet Street, working with high net worth professional clients. A graduate of Imperial College London, he qualified as a doctor, before becoming a private banker. Now working solely with ultra high net worth individuals, his clients include entrepreneurs, investment bankers and founders of established hedge funds.
Pamela joined Coutts Private Office in 2014 having worked at Coutts since 2012. Before that Pamela had a number of roles at Ulster Bank and Halifax. Recognised as rising talent, Pamela was fast tracked through the academy programme where she lead on the UHNW proposition. Pamela brings a passion for delivering outstanding service to our clients and their wider families, and a focus on simplifying their complex banking and credit needs
Josh joined the Private Office in March 2020 having worked at Coutts since 2017 as a private banker. He was previously a private banking manager at banks Child & Co. and Drummonds, and a business manager for NatWest and RBS. He has extensive experience working with high net worth individuals and large-scale organisations.
Stephen joined Coutts in 1996 and has worked with the Coutts Private Office since its inception in 2005. He is the Head of the Private Office Wealth Planning team and provides wealth structuring advice to both UK-domiciled and non-domiciled clients. Stephen is a Chartered Financial Planner and a Chartered Wealth Manager.
Mark joined Coutts in 2005 and has over 20 years’ financial services experience. He works exclusively with our charity clients to ensure that their reserves are carefully managed in line with their unique requirements. A chartered wealth manager and chartered financial planner, he is also a member of the Coutts Responsible Investment Forum.
Rachel joined Coutts in 2011 and leads our specialist advice and client support on philanthropy, family wealth, business succession and educating the next generation. An Oxford University graduate, she is highly qualified and has 15 years’ experience which includes working in the non-profit sector. Rachel is also a trustee of the Coutts Foundation and manages its operations.
Stuart joined Coutts in 2012 and supports clients on philanthropy, family wealth, business succession and educating the next generation. He specialises in helping families develop a collective vision and strategy for their wealth. He also works with the next generation to help ensure they are responsible with their money. Stuart leads the Coutts Private Office next generation education programmes.
Victoria joined Coutts in 2020 and supports clients on philanthropy, family wealth, business succession and educating the next generation. She brings considerable experience of working as an advisor to families, charities, social enterprises and government, most recently having worked for the UK’s largest network of philanthropy-driven foundations. Her priority is helping clients ensure their significant wealth supports their family values and has the desired impact.
Mark has over two decades of private banking experience. He joined Coutts in 2007 and specialises in the wealth management needs of ultra high net worth clients from across the globe. He is a chartered financial planner and chartered wealth manager.
Mayur joined the Coutts Private Office in 2020. With a wealth of experience in the Private Banking arena, Mayur has been advising ultra high net worth clients and their families, as both an investment manager and wealth planner, for over 20 years. Before joining Coutts, he spent over 10 years at a leading investment bank, supporting his clients with their complex financial planning requirements.
PAM Awards 2015 | Total Wealth Solutions Provider, Ultra High Net Worth
PAM Awards 2015 | Image & Reputation, Ultra High Net Worth
Private Banker International Awards, London 2015 | Customer Relationship Service & Engagement
PAM Awards 2014 | Total Wealth Solutions Provider, Ultra High Net Worth
PAM Awards 2013 | Image & Reputation, Ultra High Net Worth
Private Banker International Awards 2012 | Outstanding Bank for Ultra High Net Worth