Tina Carter, Susie Alderson, and Lucas Burton will make up a new ‘Client Acquisition Team’ at Coutts Crown Dependencies.
Together they’ll manage prospective private client onboarding and intermediary relationships.
Ms Carter will oversee the unit as Client Acquisition Lead, focusing on intermediary partnerships and introducing the bank’s investment offerings.
Ms Alderson will manage the operational structure and consistency of the onboarding process.
Mr Burton will be responsible for early-stage client and intermediary discussions regarding banking and investment needs.
Dennis Howard, Head of Coutts Crown Dependencies, said the team represents an investment.
“At Coutts Crown Dependencies, strong intermediary relationships are central to how we support our clients. Every client relationship starts with understanding individual ambitions and what matters most.
“Our new Client Acquisition Team brings together specialist expertise, discretion and personal service to deliver a seamless and welcoming experience from the very first conversation.
“This investment reflects our continued focus on growth through collaboration – deepening our relationships with intermediaries while ensuring we are well positioned to deliver tailored investment solutions for new and existing clients.
“By combining our investment expertise with the strength of our intermediary network, we are well placed to support clients in achieving their financial goals.”
