The Coutts Experience

The private bankers in the Entrepreneurs client group deal exclusively with entrepreneurs and owner-managers. Our private bankers undertake specialist training with the Cranfield School of Management and are experienced in dealing with the specific needs of business owners. The client group operates as a centre of excellence for entrepreneurial wealth management advice and support.

As well as personal wealth management services, Coutts can also support your commercial banking requirements. For further information, please click here.

Coutts private bankers understand that every stage of the business lifecycle presents a different set of personal financial challenges. Whether you are in the early stages of building your business, are looking for funding to grow the business, are thinking of selling, or even if you are considering passing the business to the next generation, Coutts’ private bankers can advise you on the best course of action.

Coutts can provide entrepreneurs with structured lending facilities for both business and property, personal and pension investment advice and guidance on protection requirements. Coutts will also marry your personal and business tax advice to ensure that you are able to make full use of all tax breaks available to you, whether you are a UK resident or non-UK domiciled.

Your circle of advisers

Our private bankers will work closely with your circle of advisers, to save you time and to help devise innovative strategies for dealing with your personal and business financial requirements.

We can also extend your circle of advisers by giving you access to the RBS Group's Corporate and Global Markets expertise.

Our broad range of events add value to our clients in many ways. From networking with potential business contacts, sharing secrets of success and giving advice, to pure fun events, our clients really benefit from the access we give them to one of the largest networks of entrepreneurs to be found in the UK.

Coutts also supports a number of entrepreneurial organisations in order to bring a greater breadth to our events offering, such as Envestors and the Entrepreneurs Organisation – hosting seminars with advice such as becoming a business angel and mentoring.

We hold a wide variety of events for clients with similar interests and from similar business backgrounds, which feedback tells us help to build their business opportunities as well as their connections. To find out more about our events programme for entrepreneurs, click here.

Few financial services organisations have any focus on family businesses although 65% of owner managed businesses fall into this category. Coutts has a team dedicated to working with family businesses, and has expertise in understanding the very different challenges faced by working with, or passing the business on to family members, and how this may impact on your own wealth management needs.

Coutts has also launched the Coutts Prize for Family Business awards programme to celebrate the many successes of businesses handed down through the generations. For more information on this awards programme, click here.

Many successful entrepreneurs feel as passionately about ‘giving something back’ as they do about their own businesses. We have co-published a Guide to Giving, to support entrepreneurs in making philanthropic decisions. Coutts’ dedicated philanthropy team also host a number of seminars on topics such as social entrepreneurship, and advises on both a personal and a corporate level.

To find out more about Coutts philanthropy services, please click here.