Top Recommended UHNW Wealth Managers
‘There will always be a place for advice and human interaction,’ says Camilla Stowell, managing director and head of wealth and investment management at Coutts International and Coutts Private Office. ‘Particularly where large levels of personal wealth are held, those firms who find a way to do this seamlessly, supported by technology-enabled services and processes that match the new entrants, will win.’
She highlights the ‘very strong’ inflows of net new assets under management at Coutts, supported by ‘excellent’ long-term performance from its funds and discretionary services.
Where does she see the firm finding an edge? ‘The breadth of our proposition across lending, banking, investments and financial planning under one roof, and our ability to deliver this through one platform really differentiates us,’ she says.
Stowell has a mantra many of us would do well to consider: ‘Focus on the things that really matter, be clear and consistent, be inclusive and curious, celebrate teamwork and success, and remember to have some fun.’
A gym buff, keen walker, film aficionado and Formula One fan, she looks forward to travelling to Las Vegas – ‘and then Verona, to enjoy the opera’.