Welcome to Coutts Family Office
For over three centuries, Coutts have been helping wealthy clients and their families thrive and build a legacy. We’re experts at protecting and growing wealth across the years, decades and generations. Today, some of the wealthiest families in the UK and internationally are part of our Coutts Family Office.
“The unique nature of our Coutts Family Office means that clients benefit from a huge range of services and not only strong and consistent investment returns – which is obviously fundamental to what we do. Clients benefit from the unique direct investment opportunities we provide, the lifestyle and property finding advice available and our philanthropic and wealth structuring services, not to mention being connected to our remarkable network of clients.”
WARREN THOMPSON, HEAD OF COUTTS FAMILY OFFICE
hOW WE SUPPORT YOU
If it matters to you, it matters to us
Those who went before you. Those around you now. Those yet to come. Whether you have children, siblings, partners, pets, passions or friends, every family is unique. So, it stands to reason the approach to looking after your wealth should be just as original. From the start, we’ll ask deeper questions to gain a nuanced understanding of your needs and goals. After all it’s your wealth, and your family.
your own team
Expertise from a dedicated team, created for you, and led by the head of your family office at Coutts. Your family office team are supported by specialists with the full capabilities of Coutts and NatWest Group. They’re available to support and assist you whenever you need them, wherever you may be. Meaning you can spend your time doing things you enjoy.
Expertise from a dedicated team, created for you, and led by the head of your family office at Coutts. Your family office team are supported by specialists with the full capabilities of Coutts and NatWest Group. They’re available to support and assist you whenever you need them, wherever you may be. Meaning you can spend your time doing things you enjoy.
empowering you and your family
Bespoke insight programmes, which provide a clear view on a wide range of topics. Including investing, wealth structuring and philanthropy. Our Coutts Insight Game helps us to understand you, determine your priorities and help you create a meaning and purpose for your wealth. Now and for the future.
Bespoke insight programmes, which provide a clear view on a wide range of topics. Including investing, wealth structuring and philanthropy. Our Coutts Insight Game helps us to understand you, determine your priorities and help you create a meaning and purpose for your wealth. Now and for the future.
understanding the purpose of your wealth
Significant wealth brings huge opportunities, it also brings responsibilities, questions and concerns. We help determine the role that wealth plays in your life and prepare your family for what it may bring. If supporting causes is important to you, our philanthropy advisers can help you give effectively and enjoyably.
managing your liquidity
Considering all aspects of your circumstances and goals, we build a bespoke strategic plan to ensure sufficient cashflow to support your family and your lifestyle. This includes planning for asset expenditure, such as property, but also making sure you have enough if something unexpected happens. We continue to refine this plan to suit you over time.
Considering all aspects of your circumstances and goals, we build a bespoke strategic plan to ensure sufficient cashflow to support your family and your lifestyle. This includes planning for asset expenditure, such as property, but also making sure you have enough if something unexpected happens. We continue to refine this plan to suit you over time.
Protecting your wealth
We’re experts at navigating the complexities of today’s financial world to ensure your wealth works for you. To safeguard your capital, protect your interests and preserve your wealth, we explore planning opportunities and then we create an efficient wealth structure for your estate. Every step we take is designed to deliver your ambitions.
We’re experts at navigating the complexities of today’s financial world to ensure your wealth works for you. To safeguard your capital, protect your interests and preserve your wealth, we explore planning opportunities and then we create an efficient wealth structure for your estate. Every step we take is designed to deliver your ambitions.
a sustainable investment strategy
We focus on ensuring that your wealth is sustained, re-aligning your capital to better meet the specific objectives you set. As you’d expect, we will build global investment strategies, sourcing best in class investments. Your family can access our investment expertise in different ways. The one that is right for you will depend on a range of factors such as your objectives and how involved you would like to be in the 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.
Case study: “We were getting amazing advice from Coutts”
How we helped a couple arrange their wealth following a £55 million business sale.
hear it from our network
THE 'EXPECT BETTER' PODCAST SERIES
The ‘Expect Better’ podcast series looks at the thrills-and-spills of life and the meaning of wealth. From the West End maestro with a passion for philanthropy, to the gender equality campaigner who invests for her cause, this exciting 6-part series brings together some of Coutts’ most fascinating clients and industry contacts. Perhaps you’re intrigued to find out the secrets to being a successful entrepreneur?
PAUL LINDLEY
Paul Lindley, Founder of Ella’s Kitchen and social campaigner, talks about the brand he built, the opportunities and challenges of entrepreneurship and how entrepreneurs can support society. He also talks about exiting his business and how it’s important to surround yourself with advisors who can advise you, not for their purpose but for your purpose.
meet the team
warren thompson, managing director
head of coutts family office
Warren joined Coutts from Lloyds Private Banking in 2003 and has built over 20 years of experience in the wealth management industry. Specialising in Ultra High Net Worth families he joined the Coutts Private Office in 2006, subsequently taking over leadership of the business in 2015. In December 2020 his role expanded to drive strategic and propositional developments for both UK based and international UHNW families across Coutts and the NatWest Wealth division. The first stage of this strategy commenced in January 2021 with a re-launch of the business as Coutts Family Office. A member of the Coutts Senior Leadership Team, he holds a BA Hons in Economics, a PGCE in Economics and Business Studies and is a Chartered Member of the Institute for Securities and Investment.
TELEPHONE: 07789 093135 | EMAIL: WARREN.THOMPSON@COUTTS.COM
andrew dingle
Andrew is the Proposition Leader of Coutts Family Office. He joined the bank in 2010 and has worked in various teams, both as an adviser and leader, prior to joining Coutts Family Office in 2024. Most recently, he worked as Head of Professionals and Specialist Practices Proposition which saw him lead a large team of advisers whilst also managing the Bank’s relationship with top law and accountancy firms. Andrew holds a degree in Economics and a masters in Corporate Strategy both from the University of Nottingham.
telephone: 07769 161 472 Email: andrew.dingle@coutts.com
Nicholas Green
Joining Coutts in 2004 from JP Morgan, Nick specialises in working with ultra high net worth individuals and their families covering all aspects of their wealth. With over 10 years of experience Nick understands the opportunities, challenges and responsibilities that significant wealth brings and works with his clients to design bespoke wealth and investment strategies to help them achieve their objectives.
Nick is a Chartered member of the Securities Institute and has been recognised by Spears as one of the top 100 wealth managers.
Telephone: 07823 534 649 | Email: nicholas.green@coutts.com
Philip James
Philip studied History at Lancaster University before joining Coutts in 2006. After a short stint in the investment office, Philip joined our Entrepreneur client group, working exclusively with successful Entrepreneurs at each stage of their journey. Philip took that experience to Coutts Family Office in 2011, where he now works with ultra high net worth clients from all backgrounds and sectors. Philip’s mission is to ensure that wealth, usually the result of long hours and hard labour, is structured and managed to achieve a client’s short-term and long-term objectives and to serve their desired legacy. This often starts with helping his clients work out what those objectives and that legacy might be. Philip is a Chartered Wealth Manager.
Telephone: 07799 491 425 | Email: philip.james@coutts.com
Akshay Gadhia
Akshay is a specialist in complex lending arrangements who works primarily with ultra-high-net-worth individuals and families. He joined Coutts in 2016 after graduating from the University of Leeds and subsequently completing NatWest’s graduate programme. He was a key banker in the Coutts Midlands team before joining Coutts Family Office.
Telephone: 07769 607 0972 | Email: akshay.gadhia@coutts.com
JACK MAHONEY
Jack joined Coutts Family Office in 2020 having worked across a range of banking and wealth management roles in our International division. He specialises in helping clients from overseas now living in the UK (resident non-domiciled) with their long-term financial planning.
Email: Jack.Mahoney@coutts.com
ADAM BROWNLEE
Adam has been advising ultra-high net worth individuals for over 20 years. Before coming to Coutts in 2020, he was a senior executive at LGT Vestra, HSBC Private Bank and Credit Suisse, where he predominantly advised business owners and their families before and after a major market event, whether through an IPO or M&A transaction. He has also advised C-Suite executives at some of the largest corporates across the UK and Europe. Adam is a chartered fellow of the CISI.
Email: Adam.Brownlee@coutts.com
Laila Charlton-Meyrick
Laila joined Coutts in 2021 and has been working in the financial services sector for over 20 years, with her career spanning across management consultancy with McKinsey & Co to UBS AG and Credit Suisse advising family offices and high net worth individuals on all aspects of their wealth, including, latterly, their impact investment philosophy at Tribe Impact Capital. A passionate believer in having a positive impact through investments, she has helped a wide range of clients, including charities, define and develop strategies which help achieve their sustainability and impact goals. Laila is a Chartered Fellow of the Chartered Institute for Securities & Investment.
Email: laila.charlton-meyrick@coutts.com
Sarah Macdonald
Sarah works with families to govern their wealth across generations through structuring, investment, philanthropy and next generation advisory services. Sarah joined Coutts in 2022 and has worked in wealth management for over 18 years as a client advisor in both the UK and overseas (Credit Suisse, Barclays Wealth). She started her career in 1998 as an equity research analyst with an institutional client base at Morgan Stanley in London. Sarah is a Chartered Fellow member of the Chartered Institute for Securities & Investment and was awarded with distinction the CISI Level 6 Diploma in Private Client Investment Advice and Management. She has an MA from Oxford University in Modern Languages (French and German).
Email: sarah.macdonald@coutts.com
Pamela Lowney
Pamela has over 13 years’ experience in financial services – nine of them at Coutts. She is now a key adviser for Ultra High Net Worth families in Coutts Family Office, with a specialism for large, complex lending cases. She works closely with families to help them bring together their family office at Coutts with existing advisory teams and brings a real passion for delivering exceptional client service for all. In 2019, she was a member of the highly respected PIMFA Under 40 Forum.
Email: pamela.lowney@coutts.com
caroline magrane
Prior to joining Coutts, Caroline’s career spanned both the banking and legal professions, having worked at HSBC, CMS Cameron McKenna and more recently at the Royal Bank of Canada. Caroline has historically specialised in helping high net worth individuals, more specifically business owners and entrepreneurs and their families and those from a private equity background, to construct bespoke mandates and strategies for their wealth. She has engaged with multi generations of families to assist with their holistic financial and philanthropic planning for the future. Caroline has a collaborative approach to all her clients, engaging with them at all levels. Caroline is a Chartered Fellow of the Chartered Institute for Securities and Investments.
telephone: 07385 366 903 | Email: caroline.magrane@coutts.com
DANE ALLEN-DAVIES
Dane has been working in the financial services sector for over 18 years and joined Coutts in 2015, following a successful career as a management consultant for high profile projects. Dane is passionate about delivering an exceptional banking experience, ensuring that all his clients’ needs are met seamlessly. Prior to joining Coutts Family Office, Dane worked in the Professionals team at Coutts and specialises in complex lending for Ultra High Net Worth families.
telephone: 07816 184 430 | Email: dane.davies@coutts.com
Michael Charles
Michael joined Coutts in 2016 and has experience in both Wealth Management and Private Banking, ensuring clients, their families, and their businesses benefit from the wide-ranging services the bank has to offer. Michael uses his diverse career experiences to provide a positive impact when helping formulate appropriate long term financial plans, building the right team of advisers to deliver the best possible outcome.
Michael is a chartered member of the institute for securities and investments.
telephone: : 07920 274 233 | Email: michael.charles@coutts.com
Jack Houston
Jack joined Coutts Family Office in 2023, having worked at both Adam & Company Private Bank and RBS Corporate Banking, supporting clients based in Scotland. Working as a Private Banker in Coutts Family Office, Jack is passionate about ensuring his clients enjoy a first class experience, with all of their needs and requirements being seamlessly well catered for. In 2023 Jack reached the final of the Chartered Banker Young Banker of the Year, and was recognised for his contributions by the institute at Mansion House in London.
telephone: 07769 161 126 | Email: Jack.Houston@coutts.com
robert oliver
Robert re-joined the Coutts Family Office in 2023 and has worked for Coutts, between London and the South West, for the last 12 years. Robert’s focus is on UHNW families across the UK and understands the importance of utilising local networks whilst also leaning on the expertise that the Coutts Family Office offers. Robert understands the opportunities and responsibilities that wealth brings and works with his clients and their other professional advisers to design bespoke wealth and investment strategies to help them achieve their objectives.
Robert is a Chartered Member of the Institute for Securities & Investments and holds a degree in Financial Mathematics from the University of Sheffield.
telephone: 07990 567 842 | Email: robert.oliver@coutts.com
joanna hunt
Before returning to Coutts in 2023, Joanna was Head of the Private Office at Tilney, which later became Evelyn Partners. Joanna has over 25 years’ experience in private banking, working with High Net Worth and Ultra High Net Worth individuals and families. Previous roles have included Director of LGT Vestra Private Office, Private Banker at Citi Private Bank looking after Entrepreneurs, Families, Trust, Charities and Professionals. In the early 2000’s Joanna was working in Coutts, 440 Strand looking after international clients, but the love and passion for helping find solutions for clients and their families all began at Lloyds Private Banking St Albans.
Joanna has been named PAM 40 under 40 in 2019, listed as one of the top 50 wealth managers in the UK and was a Finalist for Women of the year 2022 for leadership Director level. She holds IMC, PCIAM, IAD Financial Planning and is a Member of the Chartered institute of Investments & Securities.
telephone: 07974 881 193 | Email: joanna.hunt@coutts.com
xanthe thompson
Xanthe joined Coutts Family Office in 2023 managing client relationships for UHNW individuals and families. Prior to joining Coutts, Xanthe spent 9 years working at Kleinwort Hambros advising clients across both wealth management requirements and complex lending.
Xanthe holds the Certificate in Private Client Investment Advice and Management, the CFA Certificate in ESG Investing, the Investment Advice Diploma, and the Certificate for Mortgage Advice and Practice. Xanthe is a Chartered Fellow of the Chartered Institute for Securities and Investments.
telephone: 07974 079 361 | Email: xanthe.thompson@coutts.com
corinne ackland
Corinne joined Coutts in 2016 , initially advising clients within the Financial Sponsors and Executives client group and subsequently working with Entrepreneurs. She joined Coutts Family Office in 2023 where she continues to advise clients and is responsible for Ultra High Net Worth Business Development, helping families to commence their relationship with Coutts.
She has a degree in Economics and Spanish from the University of Leeds.
telephone: 07890 989 381 | Email: corinne.ackland@coutts.com
Stephen Jackson
Stephen joined Coutts in 1996 and has worked with Coutts Family Office since its inception in 2005. He is the Head of the Family Office Wealth Planning team and provides wealth structuring advice to both UK-domiciled and non-domiciled clients. Stephen is a Chartered Financial Planner and a Chartered Wealth Manager.
Telephone: 07768 460 242 | Email: stephen.jackson@coutts.com
RACHEL HARRINGTON
Rachel joined Coutts in 2011 and leads our specialist advice and client support on philanthropy, family wealth, business succession and educating the next generation. An Oxford University graduate, she is highly qualified and has 15 years’ experience which includes working in the non-profit sector. Rachel is also a trustee of the Coutts Foundation and manages its operations.
Email: rachel.harrington@coutts.com
STUART MAY
Stuart joined Coutts in 2012 and supports clients on philanthropy, family wealth, business succession and educating the next generation. He specialises in helping families develop a collective vision and strategy for their wealth. He also works with the next generation to help ensure they are responsible with their money. Stuart leads the Coutts Family Office next generation education programmes.
Email: Stuart.May@coutts.com
Sanna Ali
Sanna joined Coutts in 2019, having previously worked as a regulated mortgage adviser for NatWest and Barclays. Prior to joining the Coutts Institute team within the Coutts Family Office, she supported private clients with their lending needs. Within the Coutts Institute, she supports with philanthropy advice, next generation education, and family wealth succession for UHNW families. Sanna holds a BSc (Hons) in Environmental Science from the University of Reading and is CeMAP qualified from her previous work as a regulated adviser.
Email: sanna.ali@coutts.com
MARK BRYANT
Mark has over two decades of private banking experience. He joined Coutts in 2007 and specialises in the wealth management needs of ultra high net worth clients from across the globe. He is a chartered financial planner and chartered wealth manager.
Email: mark.bryant@coutts.com
MAYUR LAKHANI
Mayur joined Coutts Family Office in 2020. With a wealth of experience in the Private Banking arena, Mayur has been advising ultra high net worth clients and their families, as both an investment manager and wealth planner, for over 20 years. Before joining Coutts, he spent over 10 years at a leading investment bank, supporting his clients with their complex financial planning requirements.
Email: Mayur.Lakhani@coutts.com
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All calls with Coutts are recorded for training and monitoring purposes.
All calls with Coutts are recorded for training and monitoring purposes.
