ABOUT OUR WEALTH ADVISORY SERVICES
Our private bankers can review your entire financial situation or focus on one specific issue. Built on three centuries of experience, our wealth planning advice is designed to support the unique circumstances of every client.
CONSOLIDATED ADVICE
With Coutts consolidated wealth planning advice, you’ll get a clear view of your overall finances. Our Wealth Management Advice Service reviews every aspect of your wealth, legal circumstances and risk appetite.
From investments and retirement to estate planning, your personal private banker will deliver clear and tailored recommendations to match your lifestyle, needs and plans.
FOCUSED WEALTH ADVICE
Not every client will require advice on their entire finances. If you just want to look at one area or objective, your private banker can focus on that. Your investments, retirement planning and wealth protection are all good starting places.
We’ll tailor all recommendations and insights to your individual needs and preferred level of engagement.
EXPERT WEALTH ADVICE, EVERY TIME
INNOVATIVE IDEAS
We can combine our own products and services with handpicked solutions from the wider market.
TAILORED RECOMMENDATIONS
Our private bankers work hard to build a shared understanding and agreed objectives with all clients.
EXPERT WEALTH ADVICE
We’ve been advising wealthy individuals for three centuries, but move with the times, sustainable investing is at the heart of our approach.
HOW OUR ADVICE SERVICE WORKS
1. GET IN TOUCH
There are several ways to begin your journey with Coutts. Check your eligibility online or call 020 7957 2424 to start a conversation, or visit us in person.
2. BECOME A NUCLEUS CLIENT
Personalise how you engage with us. Gain comprehensive insights through our consolidated Wealth Management Advice Service. Or request focused support that covers just one area in-depth.
3. LONG-TIME PARTNERSHIP
Our wealth planning advice doesn’t have to end with the delivery of a targeted strategy. We’re here as and when you need us, and can serve as a long-term partner, changing your portfolio as markets and circumstances evolve.
WHY GET WEALTH MANAGEMENT ADVICE?
Targeted wealth management advice creates a clear vision of your financial goals. It’s there to support high-net worth individuals with their broader wealth objectives or decisions about specific finance requirements and products.
For example, a specialist private banker could put your mind at ease when it comes to tax planning, or leaving money to the next generation. They ultimately seek to grow your wealth, while preserving what you’ve already achieved.
HOW WE CAN HELP
RETIREMENT PLANNING
Enjoy the transition from work to retirement by understanding your income needs and pension investments in advance. Our private bankers could help ensure your retirement is exactly as you want it.
INVESTMENT ADVICE
Put your money to work with a detailed review of your current investments. You can even place key investment decisions in the hands of experienced Coutts professionals.
ESTATE PLANNING
By exploring gifts and trusts, our wealth advice could help make sure your money goes where you want it to when you die. We’re here to help you help your family and prevent any unnecessary inheritance tax shocks.
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. 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 needs