wealth management
You could protect your finances and reach long-term goals with wealth management advice from Coutts. We manage the financial needs of exceptional people, with a history built on trusted relationships.
Advice and product fees may apply. Eligibility criteria apply.
Our private wealth management services
From retirement planning to tax structuring, Coutts tailored wealth management solutions could help you avoid bumps in the road. Whether it’s targeted advice on a specific area or a more holistic overview, our private bankers are here to help you find the right path.
Financial Planning
You could enhance your money’s potential with our specialist planning services. We’ll guide you through the different ways to potentially preserve your wealth or business, ensuring you can pass it on to the people and causes closest to you. Wills, pensions, ISAs and philanthropy are just the beginning.
Personal Wealth Advice
Boasting three centuries of experience, Coutts Wealth Management Advice Service is tailored to your unique requirements. Choose from focused support on specific issues or a consolidated approach that looks at the bigger picture.
Our private bankers are accredited above industry standards, ensuring the highest expertise.
How Coutts Wealth management could help you
TAILORED Recommendations
Our strategic recommendations are always based on your unique needs and circumstances.
Expert advice
Benefit from our understanding of the intricacies of wealth.
Responsible Investing
We call our approach ‘responsible investing’ to signal that we consider the environmental, social and governance (ESG) issues that could impact the returns and resilience of your investments.
What is wealth management?
Personal wealth management is a service designed to meet the needs and wants of high-net worth individuals. By working with your private banker, you can build a tailored strategy for short or long-term financial goals.
Perhaps you need to combine multiple pension pots or want to take advantage of different types of investments? You might wish to increase charitable donations or plan for inheritance tax in advance.
Whatever your aspirations, as a private wealth management bank, we will incorporate different services and products into a unique and meaningful strategy.
our wealth investment services
Our discretionary investment service sees our experts invest on your behalf – they do the heavy lifting for you
Alternatively, you could choose our advisory investments service for a more granular, hands-on approach.
Or for a simpler approach, we have a number of Funds available, all managed to our in house strategies . Whatever you decide, Coutts private bankers will help create a strategy to match your goals.
Advice and product fees may apply. Eligibility criteria 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. You should continue to hold cash for your short-term goals.
investment approaches to suit you
Trading and exchange services
Gain access to a dedicated trading line. We offer real-time equity, bond and foreign exchange trading along with market updates.
discretionary investments
Put your wealth in the hands of an expert team with a proven track record. We’ll manage investments on your behalf, in line with the level of risk you’re willing to take for the potential of higher returns.
Advised investments
Take advantage of Coutts investment expertise, then make the final decision yourself. With advised investments, you have the last word on where your money is allocated.
funds
We also have a range of funds available to make sure we meet the needs of all investors.
Advice and product fees may apply. When transferring a pension, exit fees may apply. The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your original investment.
alternative investing
Keen to explore different investment opportunities as your wealth evolves? From chattels to chalets, our Coutts Private Markets team is here to help you think innovatively about how alternative investments might work for you.
Company Investments
Support tomorrow’s innovators with direct investments in growing companies. Our dedicated private bankers can connect experienced investors with forward-thinking, diverse entrepreneurs.
Real Estate Investments
Diversify your portfolio with handpicked property investments. The highly experienced Coutts team offers invaluable connections to guide you through the real estate market.
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 £85,000 per person. FSCS cover is not available for loss of money resulting from performance of the 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 £85,000 per person. FSCS cover is not available for loss of money resulting from performance of the investment.
B Corp accreditation
Charity services
Experts with track records
Your wealth management - faqs
Contact Us
Become a client
When you become a client of Coutts, you join a network of exceptional people. Get in touch online or call +44 (0)20 7753 1365 to find out more about our services.
Already a client?
Contact your private banker at any time or call +44 (0)20 7957 2424 for more information.
All calls with Coutts are recorded for training and monitoring purposes.
All calls with Coutts are recorded for training and monitoring purposes.
