Coutts Crown Dependencies has launched a new team intended to strengthen the firm’s relationships with prospective private clients and professional intermediaries.
Led by Tina Carter – who brings more than 40 years of banking experience across NatWest Group – the client acquisition team will articulate the bank’s investment offering and strategic outlook, facilitate early-stage discussions around banking and investment needs while seeking to ensure a “smooth and efficient” onboarding process.
Also on the team are client acquisition managers Susie Alderson – who has a background in customer journey design and project management – and Lucas Burton, who holds extensive client-facing experience.
By combining our investment expertise with the strength of our intermediary network, we are well placed to support clients in achieving their financial goals
Dennis Howard, head of Coutts Crown Dependencies
Dennis Howard, head of Coutts Crown Dependencies, said that the 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,” he continued.
“By combining our investment expertise with the strength of our intermediary network, we are well placed to support clients in achieving their financial goals.”