PRIVATE BANKING CURRENT ACCOUNT
As the cornerstone of your banking relationship with us, the private banking Current Account is designed to meet your day-to-day financial needs. This flexible account can help you manage your money, whether you’re an individual client, trustee or personal representative.
OUR PRIVATE WEALTH MANAGEMENT SERVICES
From retirement planning to tax structuring, Nucleus 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
This account is ultimately about keeping your day-to-day finances ticking over and in the strongest possible shape.
A private Current Account is specifically designed for high-net-worth individuals, trustees or personal representatives.
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.
A private Current Account is specifically designed for high-net-worth individuals, trustees or personal representatives.
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.
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
CONTACT US
CONTACT US
When you become a client of Nucleus, 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.