Company
Position
Managing director
Index
UHNW Wealth Managers
Location
London
Advice type
Family offices
Investment management
Portfolio management
Wealth management
Client type
UHNW
Private clients
Sector Focus
Financial Services
Wealth Management & Private Banking
Nicholas Green
Spear's Review
‘Clients want insight,’ says managing director Nick Green, who joined Coutts from JPMorgan in 2004, rising swiftly to become a senior adviser before moving into Coutts’ family office.
Many clients come to him after selling a business: ‘They go from something familiar and tangible ... to something that’s alien, because suddenly you’ve got a lot of money in the bank but you’re not used to it.’
Green was at university when a presentation by Coutts inspired him to go into financial services. ‘I figured, “There must be a way of doing this for a living because I really love it” – and when the opportunity to join arose, I jumped at it,’ he recalls.
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