Who we are
Coutts is widely recognised as one of the leading private banks and wealth managers in the UK.
Coutts has over three centuries experience managing the wealth of Ultra High Net Worth private clients and their families across multiple generations. Through this experience, Coutts have developed exceptional and bespoke services across wealth management, financial planning, banking, family and wealth succession services.
Our advisors are split across a range of specialist areas including professions, residency and source of wealth. They are therefore able to understand the intricacies of different financial and personal situations in order to provide bespoke solutions to the challenges posed throughout the client journey. With multiple entry points to the Coutts proposition, we are able to serve a greater range of clients than many other institutions, and bring deep experience across client types to those relationships.
What we do
We provide modern investment services that we’ve designed to preserve and enhance wealth by generating sustainable returns in a responsible way, to achieve the objectives set by our clients.
We adopt a centralised investment process with portfolios managed against Long-Term Asset Allocations. Portfolios blend a combination of direct securities, passive and active management styles utilising an open architecture approach. Our discretionary services can be delivered via UCITS compliant multi-asset class funds or segregated mandates. Investment strategies range from defensive to growth and are available in Sterling, Dollar and Euro reference currencies.
We have a strong investment culture that draws together the expertise of our large and experienced teams of professional investors. They draw guidance from our investment philosophy which is part of our DNA and forms the basis of how we invest money on behalf of our clients – including individuals, families and charities – across a range of objectives and risk profiles.
We believe in the following investment principles:
Global economic growth drives returns [Focused]
The best way to preserve and enhance wealth is to create a diversified portfolio that provides with diversified exposure to markets allowing them to access world economic growth.
Thematic investing creates the opportunity to outperform [Relevant]
Supplementing a core global portfolio with high-conviction thematic investments creates the opportunity to drive investment returns beyond the pace of global growth. Our themes include opportunities within markets or sectors, as well as those that provide exposure to long-term structural changes we identify through our own research.
Systematic analysis drives consistent outcomes [Consistent]
Analytical rigour and extensive investment expertise produce consistent and sustainable returns through the efficient use of capital. We invest in an unconstrained range of opportunities across asset classes, markets, sectors, styles and securities. We will only pay for returns where there is clear evidence to support the investment, particularly when deciding between active and passive investments.
Investing responsibly produces results beyond financial returns [Responsible]
We want to make sure our investments deliver returns beyond the balance sheet. That’s why we’re committed to investing responsibly by considering not just how well companies are managed financially but other issues too – from the impact they have on society to the role they play in looking after the environment.
