About

How can we help you?

Correctly managed wealth means not only putting your wealth in the right hands of a reputable wealth & investment management firm but also with a firm whom you feel comfortable with that has an impressive track record.

The better we place your wealth the better we perform so undoubtedly this is as an important to us as it is to you!

Do you need:

  • A Wealth Advisor ?
  • A Financial Planner
  • Help to set up a Family Trust ?

We are here to assist you with the financial planning of the management of your wealth & family trust requirements.

Setting up a family trust is insuring those who you leave behind are looked after financially

Is it important to you to have that personal interaction with a wealth advisor when you are discussing something as close and important to you as the investment of your wealth & family trust?

Understanding  the needs of individuals, has built Coutts its reputation. Whatever your needs, we can provide a fast track into Coutts. Equally, if you have built your wealth and wish to see it grow, our approach can help you continue to achieve your goals.

Wealth Management

Wealth management can best be described as a service offered by a bank for wealthy people to manage their investments. This includes the services of tax planning, estate planning and legal guidance for you.

Family Trust

What is a family trust

Explained in more detail, a trust is a legal arrangement where property such as real, tangible and intangible, is managed by a person or persons or an organization, for the benefit of another. The trust is created by a person know as a settlor, who entrusts some or all of his or her property to people of his choice, these people are known as the trustees. The trustees will then hold legal title to the trust property, but they are obliged to hold the property for the benefit of one or more individuals or organizations.

What is a sprinkling trust

A Family sprinkling can best be described as a family trust in which the trustee has the power to distribute income to the beneficiaries according to their individual needs rather than according to a specified formula.

Private Banking

What is private banking ?

A simple explanation of Private Banking. It can be explained as certain banking services that can be offered to very wealthy people. One will need to have a certain amount of wealth to quality for certain private banking services.