Company

Coutts

Position

Director

Index

Tax & Offshore

Location

Saint Helier

Advice type

Private banking

Asset Class

Trusts

Client Types

HNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

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 of the bank’s offering. He is proud of its ability to offer a wide range of personalised solutions which are further strengthened by an ‘innovative digital banking platform.’

Rank: Top Recommended

Top Recommended 2022, Private Client Advisers Isle of Man

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