Company

Coutts

Position

Director

Index

UHNW Wealth Managers

Location

London

Jersey

Isle of Man

Guernsey

Advice type

Private banking

Asset Class

Trusts

Client Types

HNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Private banker

David Batey

Spear’s Review

David Batey heads up Coutts’ crown dependencies arm as an executive director and acts as a trusted adviser to a select portfolio of the bank’s UHNW clients. With over 35 years’ experience in the financial services industry, he also manages a team of private bankers and wealth managers across several jurisdictions ‘to deliver high levels of service’ to clients and ‘deliver ambitious growth targets’.

‘We are well versed in managing [offshore and international clients’] unique needs,’ Batey says. He is proud of the bank’s ability to offer a wide range of personalised solutions which are further strengthened by an ‘innovative digital banking platform’.

'We've been encouraging them to focus on their long-term objectives, and how we can help them with this and ensuring they are positioned to take advantage of opportunities that arise,' he says.

Rank: Top Recommended

Top Recommended 2023, UHNW Wealth Managers

Share on