Company

Coutts

Position

Managing director

Index

UHNW Wealth Managers

Location

London

Advice type

Investment management

Portfolio management

Wealth management

Client Types

HNW

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Nick Green

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

Recommended 2024, UHNW Wealth Managers

Share on