HNW Wealth Managers



Advice type

Private banking

Shirley Coe

Spear’s Review

At Weatherbys Private Bank, Shirley Coe, senior private banker, specialises in asset management, liquidity management, mortgage lending, inheritance tax planning, investment management and portfolio management. Her impressive set of skills is complemented by the work she carries out as a mentor and ‘vocal advocate for empowering women in finance’. 

Coe previously served as a director at Coutts where she provided financial planning and wealth management advice to a broad range of clients. At Coutts, Coe was also responsible for co-founding the Coutts Women's Network, a foundation centred on the financial empowerment of women. 

Colleagues and peers have heaped praise on Coe. One senior Weatherbys colleague commends Coe’s ‘immense experience working with private clients and a proven track record for business development’.

Rank: Recommended

Recommended 2023, HNW Wealth Managers

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