Company
Position
Executive director
Index
UHNW Wealth Managers
Location
London
Advice type
Financial planning
Wealth planning
Wealth preservation
Client type
City professionals
Entrepreneurs
Private equity
UHNW
Sector Focus
Financial Services
Wealth Management & Private Banking
Alan Marshall
Spear’s Review
Alan Marshall, executive director at Coutts, deeply understands the nuances of the banking and wealth management world across three financial centres: London, Paris and Geneva.
For Marshall, a wealth manager should be able to ‘[get] into the DNA of why clients want to invest’. Some in the wealth management landscape, he says, still don’t get the gist of service at the private client level. ‘I think that some of our competitors don’t know their clients very well – that surprises me. People lead complex lives, and they need efficiency behind that – we deliver that here at the bank.’
It’s that dedication and attention to detail that sets Coutts apart. ‘We offer excellent customer service,’ Marshall confirms.
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