welcome to Coutts Financial sponsors & 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.
Coutts works with private clients who borrow or invest more than £1m with us
welcome to Coutts Financial sponsors & 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.
Coutts works with private clients who borrow or invest more than £1m with us
HOW WE SUPPORT YOU
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.
BOARD EXECUTIVES
Corporate success brings a multitude of challenges and time constraints. We provide discreet advice that centres on a diversification of investments outside your own industry, maximising remuneration and planning for your family and your life beyond the City. Many of our clients are close to the markets and will look to respond to the wider financial environment. Complex remuneration structures, the volatility of corporate life and the impact on tenure lead to a need for thorough planning and carefully crafted solutions. We counter our clients’ own extensive knowledge with on-going insights to plan for the future and for the unexpected.
PRIVATE EQUITY
Join Coutts to discover a team who understand what really matters to private equity partners. Our clients benefit from a dedicated adviser, solely focused on financial sponsors and their families. Working with a team of specialists, the team can give you expert advice around the complex remuneration arrangements which go hand in hand with your career. For instance, when buying your home, we give consideration to your carried interest when assessing lending affordability. Unlike other banks, we can provide you with multi-currency options across lending, investments, banking and cash management. The service extends to advice on your co-investment needs and further expertise on investing your carried interest for succession planning.
INSURANCE
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. Our services are designed to support executives and senior underwriters and brokers through all stages of their career. We can also help individuals manage their Lloyds exposure during all parts of the cycle, giving you access to non-correlated asset classes. By making available a Lloyds guarantee against your diversified portfolio, you’ll benefit from using your assets twice.
HEDGE FUNDS
Working in a pressurised environment may leave you with little time to consider your own personal financial situation. Our dedicated team can provide you with advice on both sides of your balance sheet, giving you access to asset classes designed to reduce risk in the context of how you make your money. We can also provide you with liquidity against your investments, to diversify your assets even further, and tailored solutions designed to help you buy your family home. Our team of experts can help you access global markets in a way which suits you best, with as much or as little involvement as you require. Expert financial advice is available to ensure your asset base is structured in a tax efficient way, helping you to secure your income through retirement and protect wealth for future generations.
INVESTMENT BANKING
As an established professional in corporate finance, debt capital markets or equity markets, you will be conditioned to advising institutions on ways to optimise their exposure, but may have given less thought to your personal financial strategy. You will no doubt have similar demands to your clients including timely execution and the ability to have all aspects of the strategy managed in one place. Although you will have an in depth understanding of global markets and asset classes, you may be less familiar with your options where personal financial planning is concerned. Over time, a well planned strategy will help you to safeguard your wealth and to optimise the different structures available. If you’ve moved firms several times during your career, we can help you to consolidate your pension arrangements in one place.
COMMODITIES
Volatile markets present you with specific opportunities and few private banks understand the challenges of working in commodities trading. Our dedicated team of advisers have close links to the key firms within your industry and we have the expertise to support you throughout your entire career. Because we understand the unique nature of your remuneration package, including deferred arrangements spanning multiple years, we can provide you with a tailored service to support the purchase of your family home. As your wealth grows, you’ll need to diversify your asset base and plan for the future, managing your currency risk along the way.
BOARD EXECUTIVES
Corporate success brings a multitude of challenges and time constraints. We provide discreet advice that centres on a diversification of investments outside your own industry, maximising remuneration and planning for your family and your life beyond the City. Many of our clients are close to the markets and will look to respond to the wider financial environment. Complex remuneration structures, the volatility of corporate life and the impact on tenure lead to a need for thorough planning and carefully crafted solutions. We counter our clients’ own extensive knowledge with on-going insights to plan for the future and for the unexpected.
PRIVATE EQUITY
Join Coutts to discover a team who understand what really matters to private equity partners. Our clients benefit from a dedicated adviser, solely focused on financial sponsors and their families. Working with a team of specialists, the team can give you expert advice around the complex remuneration arrangements which go hand in hand with your career. For instance, when buying your home, we give consideration to your carried interest when assessing lending affordability. Unlike other banks, we can provide you with multi-currency options across lending, investments, banking and cash management. The service extends to advice on your co-investment needs and further expertise on investing your carried interest for succession planning.
INSURANCE
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. Our services are designed to support executives and senior underwriters and brokers through all stages of their career. We can also help individuals manage their Lloyds exposure during all parts of the cycle, giving you access to non-correlated asset classes. By making available a Lloyds guarantee against your diversified portfolio, you’ll benefit from using your assets twice.
COMmOdities
Volatile markets present you with specific opportunities and few private banks understand the challenges of working in commodities trading. Our dedicated team of advisers have close links to the key firms within your industry and we have the expertise to support you throughout your entire career. Because we understand the unique nature of your remuneration package, including deferred arrangements spanning multiple years, we can provide you with a tailored service to support the purchase of your family home. As your wealth grows, you’ll need to diversify your asset base and plan for the future, managing your currency risk along the way.
hedge funds
Working in a pressurised environment may leave you with little time to consider your own personal financial situation. Our dedicated team can provide you with advice on both sides of your balance sheet, giving you access to asset classes designed to reduce risk in the context of how you make your money. We can also provide you with liquidity against your investments, to diversify your assets even further, and tailored solutions designed to help you buy your family home. Our team of experts can help you access global markets in a way which suits you best, with as much or as little involvement as you require. Expert financial advice is available to ensure your asset base is structured in a tax efficient way, helping you to secure your income through retirement and protect wealth for future generations.
investment banking
As an established professional in corporate finance, debt capital markets or equity markets, you will be conditioned to advising institutions on ways to optimise their exposure, but may have given less thought to your personal financial strategy. You will no doubt have similar demands to your clients including timely execution and the ability to have all aspects of the strategy managed in one place. Although you will have an in depth understanding of global markets and asset classes, you may be less familiar with your options where personal financial planning is concerned. Over time, a well planned strategy will help you to safeguard your wealth and to optimise the different structures available to you. And if you’ve moved firms several times during your career, we can help you to consolidate your pension arrangements in one place..
“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'.”
Peter flavel, CHIEF EXECUTIVE OFFICER, COUTTS
BENJAMIN ALLEN
Proposition LEADER – FINANCIAL SPONSORS AND EXECUTIVES
Ben Joined Coutts & Co in 1998 as a graduate trainee, moving to the Executives Client Group in 1999. He was based in the City for over ten years firstly at Crosby Court and more latterly in 'The Gherkin', St Mary Axe. Currently Ben is Proposition Leader, Financial Sponsors & Executives. In this role he believes the interests of both the Bank and our clients are best served via long term relationships underpinned by outstanding client service. Previously Ben was Chairman of the Executive Directors. Outside of Coutts, Ben is a Freeman of The City of London (Worshipful Company of Bowyers) and Chairman of The Thaxted Society.
benjamin.j.allen@coutts.com
BENJAMIN ALLEN
Proposition LEADER – FINANCIAL SPONSORS AND EXECUTIVES
Ben Joined Coutts & Co in 1998 as a graduate trainee, moving to the Executives Client Group in 1999. He was based in the City for over ten years firstly at Crosby Court and more latterly in 'The Gherkin', St Mary Axe. Currently Ben is Proposition Leader, Financial Sponsors & Executives. In this role he believes the interests of both the Bank and our clients are best served via long term relationships underpinned by outstanding client service. Previously Ben was Chairman of the Executive Directors. Outside of Coutts, Ben is a Freeman of The City of London (Worshipful Company of Bowyers) and Chairman of The Thaxted Society.
benjamin.j.allen@coutts.com
Already a client?
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.
Become a client
Please get in touch online or call 020 7753 1365 to find out more about our services.
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