Financial Sponsors and Executives

Deep sector knowledge, exceptional service

We specialise in bespoke banking and wealth management for corporate executives, grounded in a profound understanding of your profession and the intricacies of your wealth.

Navigating complexity

Our deep sector insight enables us to anticipate your needs and act accordingly, partnering with you across all aspects of your finances. We help you navigate your sophisticated remuneration structure, and the risks it can entail, with confidence and conviction.

Eligibility criteria apply. Fees may apply.

Carefully crafted solutions

We know your lifestyle as a busy executive can leave little time for managing financial affairs, but complex pay deals, corporate unpredictability and carefully devised incentive plans make thorough planning vital.

That is where our specialists can support you, creating meticulously crafted solutions to help you make the most of your wealth — throughout your career and beyond. 

Our offering

  • Diversified investments beyond your industry to optimise returns and prepare for life after your executive career.
  • Multi-currency solutions enabling you to deposit, invest or borrow in the currency in which you are remunerated.
  • Wealth succession planning to protect and empower the next generation.
  • Expert financial planning including retirement provision, estate planning and protection strategies.
  • Bespoke mortgage solutions that take into account complex remuneration and annual bonuses.
Eligibility criteria

Supporting successful individuals across sectors

We work discreetly with a wide range of professionals, offering tailored advice and strategic insight.

Private equity partners

Borrowing strategies to assist in funding your co-investment, and mortgages which consider your carried interest.

Board executives

Discreet advice on diversifying investments, expertise in deferred remuneration and planning for life beyond the City.

Commodity traders

Sophisticated FX capabilities and bespoke deposit solutions.

Fund managers

Bespoke financing solutions complementing existing assets.

Insurance professionals

Full service offering including expert financial planning.

Hedge fund managers

Support in building a long-term portfolio to provide for your family following your retirement, complementing the assets you built up during your career.

Technology professionals

Our full service offering includes sophisticated FX capabilities to support currency conversion aligned with your remuneration.

Investment bankers

Strategic financial planning and pension consolidation to complement your expertise.

Wealth Management for the Innovation Economy

 

For generations, Coutts has served as a trusted advisor through complex wealth transitions, bringing clarity, stability, and control to pioneers at the forefront of technological change. 

We help leaders in the Innovation Economy scale their ambition, realise value, and build enduring wealth beyond their business. 

Subject to terms, conditions, and eligibility criteria. Fees may apply.

Join Coutts

Whether you’re a private individual, a business owner or a company, we could help you manage your wealth, your way.

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