Shirley Coe

Spear’s Review

At Weatherbys Private Bank, senior private banker Shirley Coe advises clients ‘from a goal perspective’, she tells Spear’s. ‘That is understanding their financial circumstances, understanding their objectives and helping them get there.’

Coe previously held roles at Coutts and Close Brothers, providing financial planning and wealth management advice to a broad range of clients, before relocating to Singapore to work for the Global CIO Office. 

Back in London, colleagues and peers have heaped praise on Coe. One senior Weatherbys colleague commends her ‘immense experience working with private clients and a proven track record for business development’.

How does Coe consistently meet clients’ expectations? She says: ‘When you work in private banking, you’re working with families or individuals, and you really are at the heart, because money is what makes things function.’