advice service

Three centuries of advising wealthy individuals has given Coutts a rare ability to anticipate our clients’ needs. 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.

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.



Carefully informed insight and structure are at the heart of Coutts renowned Wealth Management Advice Service. By building a financial framework spanning both sides of the balance sheet, Coutts wealth managers work to understand every aspect of your wealth, your legal circumstances and risk appetite, in keeping with your lifestyle, needs and objectives.

We will articulate clear and tailored recommendations – from investments to retirement planning and complex tax structuring – designed to realise your objectives now and in the future.



Every one of our clients has a unique story behind their wealth and equally unique plans for their future. We understand that as your wealth accumulates, the need for advice will vary. Focused Advice offers targeted recommendations for a specific area or objective for your wealth – such as investments, retirement planning or protection – or serves as a flexible alternative to comprehensive advice on your entire finances.

In line with our advice approach, recommendations can be tailored to your individual needs and preferred level of involvement in your investment decisions.



Each of our recommendations connects to innovative ideas and solutions. Having built a shared understanding and agreed objectives for your wealth, your wealth manager will work seamlessly with other specialists to translate these ambitions into action. We complement our own suite of products and services with a restricted number of solutions from the wider market, to provide the perfect mix for your exacting needs.



Having swiftly and expertly put the plan in place for you and your wealth to grow in line with your aspirations, we will partner with you to build and adjust your portfolio as markets, fiscal regimes and your own circumstances evolve. Your advisory team is always on hand to discuss any aspect of your wealth strategy. Whether you seek continual or less frequent engagement, intelligent relationships and an unparalleled insight into your overarching circumstances are key to the exceptional service you can expect from Coutts.

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Calls may be recorded.


Your eligible cash deposits held with Coutts & Co are protected up to a total of £75,000 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.

News and


  • The Cinderella Effect | Michael Hayman

    • Entrepreneurs
    • Insight
    19 Jan 2017
    If you ask UK entrepreneurs for their view on Brexit, no two answers will likely be the same. For Michael Hayman MBE, the decision to leave the EU means both a challenge and an opportunity for British business. “There has never been a more exciting opportunity for business to make a difference that really matters,’” he says.
  • Ask the Coutts Investment Team

    • Insight
    • Coutts Investments
    17 Jan 2017
    Our January Ask the Investment Team call focused on investing in fixed income against a backdrop of rising inflation and central bank rates. We were joined by veteran bond investor Ian Spreadbury of Fidelity International to consider the challenges ahead, including which areas of the bond markets look appealing and which to avoid, opportunities for equity investors in today’s highly valued markets and the prospects for a recovery in sterling.
  • Weekly Investment Update

    • Insight
    • Coutts Investments
    16 Jan 2017
    In this week’s film, Simon Pinckney, Portfolio Manager, Coutts, says its risk-on for markets but watch this space regarding Trump’s first 100 days and how sterling could react to Brexit ‘plans’ this week.

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