Carefully selected private bankers and wealth managers partner with our clients to understand the entire range of their requirements and provide targeted advice at every stage of their life journey.
Our private bankers understand the drivers behind our clients’ wealth and appreciate the risks and complexities associated with different professions. By carefully forging a sound understanding of your circumstances and objectives – now and in the future – your dedicated private banker will use this insight to manage your complete financial affairs. From on-going banking solutions to meeting your lifestyle requirements and managing your lending needs, every aspect of our service will be in keeping with your wider wealth and personal circumstances.
Coutts private bankers work with highly qualified wealth managers to build a financial framework that spans both sides of the balance sheet. On hand to navigate the complexities of the financial markets, Coutts wealth managers will take the time to understand your circumstances, your life goals and your attitude to risk.
Detailed recommendations will connect to highly skilled professionals from within and outside Coutts to provide individual solutions astutely tailored to each stage of your wealth journey. From protection and pensions through to tax, trusts and estate planning, we will provide a truly consolidated approach to managing your wealth. Continuously collegiate in our approach, we will work with your existing advisers and draw on our external intermediary network to provide the best solutions for your needs.
Complemented by our renowned Telephony team, Coutts 24 and our digital services, Coutts clients can access their wealth through a multitude of channels – each of which maintains the personal touch and high standards of delivery for which we are known.