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.’

Adviser Profile

Shirley Coe has been a Senior Private Banker at Weatherbys Private Bank since the end of 2021. She is a Chartered Fellow of the Chartered Institute for Securities & Investment and brings extensive client experience in providing wealth solutions for high-net-worth individuals and their families. She has a particular focus on working with the legal and accounting professions to help clients achieve their financial objectives.

Throughout her distinguished career in wealth management and private banking, which has taken her from South Africa to Singapore to London, Shirley has prioritised client service and building long-term trusted relationships with clients.

Shirley is also a passionate advocate for empowering women in finance. She champions women both as professionals and as clients of the industry and is focused on ensuring that women are better served by the industry to help them achieve their financial goals. She has served as a mentor for the 30% Club – the campaign group of senior executives taking action to increase gender diversity on boards and senior management teams. Most recently, she has led the Weatherbys Inspires events to ensure its female audience is valued and understood.

Weatherbys Private Bank is part of the seventh-generation firm Weatherbys, an independent family-owned British business with a long history of careful stewardship and responsible management. It looks after its clients and their families, many of whom have valued its services for generations. Its clients recognise its values of integrity, trust, responsiveness and respect, which are synonymous with its brand and deeply embedded into its culture.