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Unrivalled

 

Welcome to Coutts Family Office

For over three centuries, Coutts have been helping wealthy clients and their families thrive and build a legacy. We’re experts at protecting and growing wealth across the years, decades and generations. Today, some of the wealthiest families in the UK and internationally are part of our Coutts Family Office.

 

Welcome to Coutts Family Office

For over three centuries, Coutts have been helping wealthy clients and their families thrive and build a legacy. We’re experts at protecting and growing wealth across the years, decades and generations. Today, some of the wealthiest families in the UK and internationally are part of our Coutts Family Office.

“The unique nature of our Coutts Family Office means that clients benefit from a huge range of services and not only strong and consistent investment returns – which is obviously fundamental to what we do. Clients benefit from the unique direct investment opportunities we provide, the lifestyle, concierge and property finding advice available and our philanthropic and wealth structuring services, not to mention being connected to our remarkable network of clients.”

 

Warren Thompson, Head of coutts Family Office

How we support you

If it matters to you, it matters to us

 

Those who went before you. Those around you now. Those yet to come. Whether you have children, siblings, partners, pets, passions or friends, every family is unique. So, it stands to reason the approach to looking after your wealth should be just as original. From the start, we’ll ask deeper questions to gain a nuanced understanding of your needs and goals. After all it’s your wealth, and your family.

 

your own team

 

Expertise from a dedicated team, created for you, and led by the head of your family office at Coutts. Your family office team are supported by specialists with the full capabilities of Coutts and NatWest Group. They’re available to support and assist you whenever you need them, wherever you may be. Meaning you can spend your time doing things you enjoy.

 

empowering you and your family

 

Bespoke insight programmes, which provide a clear view on a wide range of topics. Including investing, wealth structuring and philanthropy. Our Coutts Insight Game helps us to understand you, determine your priorities and help you create a meaning and purpose for your wealth. Now and for the future.

 

 

understanding the purpose of  your wealth

 

Significant wealth brings huge opportunities, it also brings responsibilities, questions and concerns. We help determine the role that wealth plays in your life and prepare your family for what it may bring. If supporting causes is important to you, our philanthropy advisers can help you give effectively and enjoyably.

MANAGING YOUR liquidity

 

Considering all aspects of your circumstances and goals, we build a bespoke strategic plan to ensure sufficient cashflow to support your family and your lifestyle. This includes planning for asset expenditure, such as property, but also making sure you have enough if something unexpected happens. We continue to refine this plan to suit you over time.

 

 

 

PROTECTING YOUR WEALTH

 

We’re experts at navigating the complexities of today’s financial world to ensure your wealth works for you. To safeguard your capital, protect your interests and preserve your wealth, we explore planning opportunities and then we create an efficient wealth structure for your estate. Every step we take is designed to deliver your ambitions.

 

 

 

A SUSTAINBLE INVESTMENT STRATEGY

 

We focus on ensuring that your wealth is sustained, re-aligning your capital to better meet the specific objectives you set. As you’d expect, we will build global investment strategies, sourcing best in class investments. Your family can access our investment expertise in different ways. The one that is right for you will depend on a range of factors such as your objectives and how involved you would like to be in the process. 

 

 

 

Advice and product fees may apply. The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.

How we support you

If it matters to you, it matters to us

 

Those who went before you. Those around you now. Those yet to come. Whether you have children, siblings, partners, pets, passions or friends, every family is unique. So, it stands to reason the approach to looking after its wealth should be just as original. From the start, we’ll ask deeper questions to gain a nuanced understanding of your needs and goals. After all it’s your wealth, and your family.

 

your own team

 

Expertise from a dedicated team, created for you, and led by the head of your family office at Coutts. Your family office team are supported by specialists with the full capabilities of Coutts and NatWest Group. They’re available to support and assist you whenever you need them, wherever you may be. Meaning you can spend your time doing things you enjoy.

 

empowering you and your family

 

Bespoke insight programmes, which provide a clear view on a wide range of topics. Including investing, wealth structuring and philanthropy. Our Coutts Insight Game helps us to understand you, determine your priorities and help you create a meaning and purpose for your wealth. Now and for the future.

 

understanding the purpose of  your wealth

 

Significant wealth brings huge opportunities, it also brings responsibilities, questions and concerns. We help determine the role that wealth plays in your life and prepare your family for what it may bring. If supporting causes is important to you, our philanthropy advisers can help you give effectively and enjoyably.

 

MANAGING YOUR liquidity

 

Considering all aspects of your circumstances and goals, we build a bespoke strategic plan to ensure sufficient cashflow to support your family and your lifestyle. This includes planning for asset expenditure, such as property, but also making sure you have enough if something unexpected happens. We continue to refine this plan to suit you over time.

 

PROTECTING YOUR WEALTH

 

We’re experts at navigating the complexities of today’s financial world to ensure your wealth works for you. To safeguard your capital, protect your interests and preserve your wealth, we explore planning opportunities and then we create an efficient wealth structure for your estate. Every step we take is designed to deliver your ambitions.

 

A SUSTAINBLE INVESTMENT STRATEGY

 

We focus on ensuring that your wealth is sustained, re-aligning your capital to better meet the specific objectives you set. As you’d expect, we will build global investment strategies, sourcing best in class investments. Your family can access our investment expertise in different ways. The one that is right for you will depend on a range of factors such as your objectives and how involved you would like to be in the process. 

 

Advice and product fees may apply. The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.

“We’re renowned for the personal touch, and the enduring relationships we have with our clients. But it’s our unrivalled ability to challenge and thought provoke in matters of family wealth, coupled with our extensive range of solutions and deep connections, that sets Coutts Family Office apart.”

 

Peter Flavel, Chief executive officer

Hear it from our network

 

THE 'EXPECT BETTER' PODCAST SERIES

The ‘Expect Better’ podcast series looks at the thrills-and-spills of life and the meaning of wealth. From the West End maestro with a passion for philanthropy, to the gender equality campaigner who invests for her cause, this exciting 6-part series brings together some of Coutts’ most fascinating clients and industry contacts. Perhaps you’re intrigued to find out the secrets to being a successful entrepreneur?

Find out more here
 

 

THE 'EXPECT BETTER' PODCAST SERIES

The ‘Expect Better’ podcast series looks at the thrills-and-spills of life and the meaning of wealth. From the West End maestro with a passion for philanthropy, to the gender equality campaigner who invests for her cause, this exciting 6-part series brings together some of Coutts’ most fascinating clients and industry contacts. Perhaps you’re intrigued to find out the secrets to being a successful entrepreneur?

Find out more here
 

 

PAUL LINDLEY

Paul Lindley, Founder of Ella’s Kitchen and social campaigner, talks about the brand he built, the opportunities and challenges of entrepreneurship and how entrepreneurs can support society. He also talks about exiting his business and how it’s important to surround yourself with advisors who can advise you, not for their purpose but for your purpose. 

Video player requires JavaScript enabled. You can watch this video here: https://vimeo.com/505158253

meet the team

Image of Hannah Buxton

warren thompson, managing director

head of coutts family office

Warren joined Coutts from Lloyds Private Banking in 2003 and has built over 20 years of experience in the wealth management industry. Specialising in Ultra High Net Worth families he joined the Coutts Private Office in 2006, subsequently taking over leadership of the business in 2015. In December 2020 his role expanded to drive strategic and propositional developments for both UK based and international UHNW families across Coutts and the NatWest Wealth division. The first stage of this strategy commenced in January 2021 with a re-launch of the business as Coutts Family Office. A member of the Coutts Senior Leadership Team, he holds a BA Hons in Economics, a PGCE in Economics and Business Studies and is a Chartered Member of the Institute for Securities and Investment.

 
TELEPHONE: 07789 093135 | EMAIL: WARREN.THOMPSON@COUTTS.COM
 
Image of Hannah Buxton

Hannah Buxton

Hannah joined Coutts Family 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 holds a First Class BSc in Mathematics from Durham University and is a member of the Chartered Institute for Securities and Investment. 

 

Telephone: 07770 704 227 | Email: hannah.buxton@coutts.com
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Julian Lamden

Julian works closely with a small number of ultra high net worth individuals and families from across the world bringing with him more than 40 years of Private Banking and Wealth Management experience. He believes that establishing extremely close working relationships with his clients is critical to understanding their needs and delivering excellent service and advice. Julian is a member of the Coutts Senior Leadership Team and a former Chairman of the Coutts Senior Client Partners. 

 

Telephone: 07979 707 375 | Email: julian.lamden@coutts.com
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Perry Littleboy

A key member of the Coutts Family 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.

 

Telephone: 020 3128 7936 | Email: perry.littleboy@coutts.com
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Alison Bishop

Alison joined Coutts Family 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.

 

Telephone: 020 7649 2910 | Email: alison.bishop@coutts.com
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ian turland

Ian is one of Coutts most senior client advisers with over thirty years private banking experience. Working as a wealth manager in Coutts Family Office, Ian looks after ultra high net worth clients across a wide range of business sectors helping & advising on multi generational wealth and investment strategies. One of Coutts Managing Directors, Ian is a member of the Coutts Senior Leadership Team and a Chartered Member of the Institute for Securities & Investments.  

 

telephone: 07970 001 020 | Email: ian.turland@coutts.com
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Nicholas Green

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.

 

Telephone: 07823 534 649 | Email: nicholas.green@coutts.com
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Laila Charlton-Meyrick

Laila has been working in the financial services sector for the last 22 years with her career spanning across management consultancy with McKinsey & Co to UBS AG and Credit Suisse advising family offices and high net worth individuals on all aspects of their wealth, including, latterly, their impact investment philosophy at Tribe Impact Capital. A passionate believer in having a positive impact on our world through investments, she has helped a wide range of clients define and develop strategies which help achieve their sustainability and impact goals. Laila has also worked as an independent consultant with two private equity firms, focusing on the oceans (Ocean 14 Capital) and the energy transition (Magnesium Capital) and continues to support the Make My Money Matter campaign and First Time and Gender Diverse Fund Manager initiative. Laila is a Chartered member of the Securities Institute.

 

Telephone: 07385 367011  | Email: laila.charlton-meyrick@coutts.com
Image of Nicholas Green

Philip James

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 Coutts Family 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.

 

Telephone: 07799 491 425 | Email: philip.james@coutts.com
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JACK MAHONEY

Jack joined Coutts Family 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.

 

telephone: 020 7158 0623 Email: Jack.Mahoney@coutts.com
Image of Nicholas Green

ADAM BROWNLEE

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, 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.

 

telephone: 020 7753 1450 Email: Adam.Brownlee@coutts.com
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Kumar Jethwa

Kumar joined Coutts Family 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. Now supporting ultra high net worth families, his expertise is in simplifying complex credit requirements. Kumar is part of the Coutts Family Office leadership team and holds a Bachelor of Medicine, Bachelor of Surgery and Bachelor of Science from Imperial College London.

 

Telephone: 020 7649 2908 | Email: kumar.jethwa@coutts.com
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Pamela Lowney

Pamela has over 13 years’ experience in financial services – nine of them at Coutts. She is now a key adviser for Ultra High Net worth families in Coutts Family Office, with a specialism for large, complex lending cases. She works closely with families to help them bring together their family office at Coutts with existing advisory teams and brings a real passion for delivering exceptional client service for all. In 2019, she was a member of the highly respected PIMFA Under 40 Forum.

 

Telephone: 020 7158 0705 | Email: pamela.lowney@coutts.com
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caroline magrane

Prior to joining Coutts, Caroline’s career spanned both the banking and legal professions, having worked at HSBC, CMS Cameron McKenna and more recently at the Royal Bank of Canada. Caroline has historically specialised in helping high net worth individuals, more specifically business owners and entrepreneurs and their families and those from a private equity background, to construct bespoke mandates and strategies for their wealth. She has engaged with multi generations of families to  assist with their holistic financial and philanthropic planning  for the future. Caroline has a collaborative approach to all her clients, engaging with them at all levels. Caroline is a Chartered Fellow of the Chartered Institute for Securities and Investments.

 

telephone: 07385 366 903 | Email: caroline.magrane@coutts.com
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Stephen Jackson

Stephen joined Coutts in 1996 and has worked with Coutts Family Office since its inception in 2005. He is the Head of the Family 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.

 

Telephone: 07768 460 242  | Email: stephen.jackson@coutts.com
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MArk Pearce

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.

 

telephone: 0777 067 0148 | Email: mark.pearce@coutts.com
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RACHEL HARRINGTON

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.

 

telephone: 020 3128 7950 Email: rachel.harrington@coutts.com
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STUART MAY

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 Family Office next generation education programmes.

 

telephone: 020 3128 7963 Email: Stuart.May@coutts.com
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VICTORIA PAPWORTH

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.

 

telephone: 0207 753 1212 | Email: Victoria.Papworth@coutts.com
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MARK BRYANT

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.

 

telephone: 020 7153 1627 Email: mark.bryant@coutts.com
Image of Stephen Jackson

MAYUR LAKHANI

Mayur joined Coutts Family 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.   

 

telephone: 07385 366 713 Email: Mayur.Lakhani@coutts.com

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For more information about our services, please speak to your adviser or call 020 7957 2424.

Already a client?

 

For more information about our services, please speak to your adviser or call 020 7957 2424.

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Please get in touch online or call 020 7753 1365 to find out more about our services.

 

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