Beyond Everyday
Wealth Ma
nagement

With a reputation for managing the financial needs of exceptional people, Coutts unique approach to wealth management centres on objective and pertinent advice, driven by intelligent and trusted relationships. Expert at navigating the complexities of today’s financial world, we ensure your wealth works for you.

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UNDERSTANDING your needs

From planning for retirement or protecting and preserving wealth, Coutts wealth managers offer objective advice and solutions. Working seamlessly with private bankers and teams of specialists ensures suitable recommendations for every aspect of your wealth.

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investment services

High-touch investment expertise is the hallmark of investment management at Coutts. Our risk-based approach to portfolio construction ensures a breadth of precisely developed investment solutions in keeping with your full wealth picture.

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Wealth Management
advice service

With an in-depth understanding of the intricacies of wealth, every aspect of our advice - from assessment to delivery and implementation - is tailored to your unique requirements.

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Expert advice

Each of our wealth managers is accredited beyond industry standards, ensuring the highest expertise.

TAILORED Recommendations

Strategic recommendations driven by informed insight into every aspect of your wealth.

Responsible Investing

Environmental, social and corporate governance factors are at the heart of our investment 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.

The Key To Your Hopes And Dreams...

Coutts investments

Coutts offers astute advice across a range of investment and portfolio services. Drawing on a broad range of investment vehicles and structures, we will devise strategies to meet your long-term goals, aligned to the complexity of your financial circumstances.
 

HOW CAN THEY WORK FOR YOU?

Discretionary

Investment portfolios managed by a high-calibre team of experts with a proven track record.

Advised

Unstinting access to Coutts investment expertise, empowering you to make the final investment decision.

Dealing & Exchange

A dedicated line offering real-time equity, bond and FX trading and market updates.

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.

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Wealth Planning

Our specialist advisers can help with all your financial planning needs, from ISAs to investing, pensions to philanthropy. We’ll help you make the most of your money in your lifetime and leave it to your loved ones in the best possible way. And if your plans include supporting a worthy cause you care about or ensuring the longevity of your business, we can advise you on that too.
 

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Financial Planning

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Charity Services

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.

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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.

 

Alternative investing

Centuries of dealing with wealthy people has given us a deep understanding of the journey our clients undertake as their wealth evolves.
 

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COMPANY investments

Connecting those with the potential and impetus to drive business growth with the companies of tomorrow.

REAL EState

Highly experienced with invaluable connections to guide residential and commercial investors through the property cycle.

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.

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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.

Your eligible cash deposits held with Coutts & Co are protected up to a total of £85,000 by the Financial Services Compensation Scheme, the UK's deposit protection scheme. Any deposits you hold above the limit are unlikely to be covered. Investment business undertaken with Coutts & Co in the UK may be covered by the FSCS, the cover depending on the nature of the claim being made. Eligible claims for most types of investment business are covered up to a maximum of £50,000 per person. FSCS cover is not available for loss of money resulting from performance of the investment.

Already a client?

For more information about our
services, please speak to your
adviser or call +44(0) 20 7957 2424.

Become a client

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

Calls may be recorded.

Become a Client

When you become a client of Coutts, you will be part of an exclusive network.