Company

Coutts

Index

UHNW Wealth Managers

Location

London

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Nick Green

Spear's Review

‘Clients want insight,’ says 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, adding: ‘Going through something like 2008 makes you a much better adviser.’

Rank: Recommended

Recommended 2023, UHNW Wealth Managers

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