Managing director
UHNW Wealth Managers
London
Investment management
Portfolio management
Wealth management
HNW
UHNW
Financial Services
Wealth Management & Private Banking
Wealth adviser
Spear's Review
‘Clients want insight,’ says managing director Nick Green, who joined Coutts’ family office from JP Morgan in 2004, rising swiftly to become a senior adviser before joining the private 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 the business. ‘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.
Rank: Recommended
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