We foster strong relationships with lawyers, accountants, tax advisors, investment consultants, corporate finance professionals, mortgage intermediaries and trust companies. We work with them to bring the best of Coutts’ offering to their clients.
Overlay
Intermediary partners
A winning collaboration
Working with our clients and wider advisers, we provide leading, highly tailored private banking and wealth management services.
Renowned for our understanding of the complexities of wealth, we provide a suite of powerful products and services to help our clients make the most of their money.
But we go further.
We fully understand our clients’ broader concerns and passions, and partner with them on those issues too — whether that’s their philanthropic strategy, succession planning or family business.
How to contact us
Private Banking and Wealth Management
If you are an investment consultant or part of a tax, legal or trust firm, please email our Business Development Team. Discover more about our services below.
Mortgage intermediaries
Contact your Business Development Manager or email our Private Banking Broker Team. If you haven’t worked with us before, you will need to register with us. Visit our mortgage intermediary page for more details.
Our services
A summary of the highly tailored financial solutions we provide
Private Banking
We combine three centuries of Private Banking experience with deep expertise in providing innovative, accessible solutions — all with a strong focus on personal service. This includes meeting our clients’ often complex lending needs.
Wealth Management
Our wealth managers offer exceptional advice and a sound understanding of our clients’ unique objectives. Our extensive investment expertise and deep market insight underpin a suite of portfolios and funds designed to match numerous risk profiles and levels of client involvement. We also provide a full range of financial planning services to help our clients manage, preserve and grow their wealth for themselves and their families.
Tailored Mortgages
Our mortgage portfolio is thoughtfully designed to serve the unique financial needs of affluent individuals. With a focus on flexibility and discretion, we can explore even the most intricate scenarios with you — crafting distinctive strategies around your clients’ specific requirements. Our offering includes personalised income assessment — taking into account bonuses, carried interest and equity income, specialised support for international clients, and property investment expertise.
Commercial Banking
We understand the nuances of our business clients’ industries and provide extensive knowledge, expertise and connections to help their enterprises succeed. We offer particularly strategic foresight across our specialist sectors — media banking, professional and financial services, commercial real estate, hotels, healthcare and landed estates.