THE COUTTS CROWN DEPENDENCIES TEAM
Head of Wealth Management AND PRIVATE BANKING
As well as having a number of his own High Net Worth Clients David has overall responsibility for the delivery of Wealth Management and Private Banking in the Crown Dependencies. David has over 35 years experience of working within the industry across a range of management and client focused roles. Prior to joining Coutts in 2012 David had responsibility for the delivery of Private Banking Services in London for NatWest. Previous to this David had experience of managing Pension Funds and providing wealth management services to the bank's High Net Worth population, including the creation and administration of Trusts and Company Structures. David enjoys watching sport, walking and travelling. He is a Fellow of the Chartered Institute of Securities and Investment.
Telephone: 01534 282310 | Email: firstname.lastname@example.org
wealth manager | jersey
Katherine has over 25 years experience within the Private Banking industry. She joined Coutts from Standard Chartered Bank in 1999 and having spent 12 years in Coutts’ London office, she moved to Coutts Crown Dependencies in 2012. Katherine is a Chartered Member of the Securities Institute and has provided investment advice to her clients since 2005 formally under the regulation of the FCA and now under the regulation of the JFSC since moving to the Island. Katherine is responsible for providing wealth management advice and support to local resident high net worth clients in Jersey, and is well connected on Island. In her spare time, Katherine likes to travel, ski and spend time with her friends and family.
Telephone: 01534 282483 | Email: email@example.com
wealth manager | jersey
Jamie is a Director at Coutts Crown Dependencies in Jersey and is responsible for strategically managing our UK resident and non-domiciled clients. Since joining the Bank in 2010, he has specialised in Private Client management across different roles in Jersey and Switzerland. In 2016, Jamie took on the responsibility to lead the CCD Operations team to establish the new offshore platform in Jersey and now works with UK families and their professional advisers to maximise opportunities to achieve their objectives.
Telephone: 01534 282104 | Email: firstname.lastname@example.org
William Le Quelenec
wealth manager | Jersey
William is an Associate Director, Wealth Manager at Coutts Crown Dependencies in Jersey. He has been with the Group since 2007, working as a Relationship Manager for NatWest International before joining Coutts Crown Dependencies in 2013.
Working predominantly with UK resident and non-domiciled clients, William prides himself on delivering personalised investment solutions to high net worth families and their professional advisors. William is a Chartered Member of the Chartered Institute of Securities and Investments.
Outside of work, William is a keen Coastal Rower and has represented Great Britain as far away as Hong Kong.
Telephone: 01534 282428 | Email: email@example.com
wealth manager | isle of man
Joining Coutts in 1998, Kirstie is based in our Isle of Man office and has over 14 years experience looking after High Net Worth and Ultra High Net Worth individuals and their families. Kirstie understands the opportunities, challenges and responsibilities that wealth brings and works with her clients, their families and advisers to design appropriate wealth and investment strategies to help them achieve their objectives. Kirstie is a Chartered Fellow member of the Chartered Institute for Securities and Investments and a member of the Society of Trust and Estate Practitioners.
Telephone: 01624 632222 | Email: firstname.lastname@example.org
wealth manager | isle of man
James has 24 years experience in the banking and finance sector, the majority of which he has been providing investment advice and financial planning to High Net Worth and Corporate clients in the Isle of Man, UK, Asia and Europe. He is motivated by developing long term client relationships and has a wealth of experience in advising clients from all backgrounds at pivotal moments in their lives. At Coutts Crown Dependencies Isle of Man, James designs investment strategies for local clients with a rigorous and disciplined approach honed over the many years he has worked in the industry. He is a Fellow of the Chartered Institute of Securities and Investment, holds the level 6 PICAM qualification.
Telephone: 01624 632247 | Email: email@example.com
private banker | jersey
For the past 30 years Tina has worked in a Relationship Management role both in a personal but also a Corporate Banking environment. More recently Tina worked in the Wealth Office of NatWest International with responsibility for providing a highly personalised service to our local High Net Worth clients. In addition to overseeing all their day to day banking and lending requirements she also worked closely with colleagues in Coutts Crown Dependencies introducing clients to discuss and explore investment solutions which may be of interest to them. Prior to joining the Corporate Banking division of RBSI in 2004 Tina worked for Standard Chartered Bank in Jersey for 20 years. A key driver for Tina in her roles has been the importance of forming close working relationships with her clients. These have helped to build trusted relationships enabling us to understand our clients banking requirements in addition to also understanding the strategic directions they may be taking and how the Bank could work in partnership with them to help achieve their goals.
Telephone: 01534 282567 | Email: firstname.lastname@example.org
private banker | jersey
Stephen has over 25 years experience within the banking industry. Before joining Coutts Crown Dependencies, Stephen worked as a Senior Relationship Manager in the Wealth Office of NatWest International, specialising in High Net Worth clients based in the UK with banking and lending needs whilst working closely with Coutts Crown Dependencies when introducing new clients to utilise investment solutions. Stephen believes maintaining long lasting relationships with clients are key in building trust, understanding our clients needs holistically and helping them achieve their ambitions. Before Stephen joined NatWest International in 2010 he worked for Lloyds Banking Group in the UK and Jersey for 15 years. He is a Member of the Chartered Institute for Securities & Investment.
Telephone: 01534 282170 | Email: email@example.com
Private Banker | JERSEY
George is a Private Banker at Coutts Crown Dependencies specialising in High Net Worth UK Resident Non Domiciled clients. Having joined the team in 2015 he brings over 20 years of experience in client facing roles across RBSI working closely with both clients and their professional advisers to identify and find solutions to help achieve their financial goals, leveraging his CISI Investment Advice Diploma.
A key driver for George is providing the very best level of client service through building trust and understanding what is important for each individual family that he looks after.
Telephone: 01534 282180 | Email: firstname.lastname@example.org
PRIVATE BANKER | JERSEY
Steven is a Private Banker and is responsible for managing a portfolio of UK resident non-domiciled and international clients. Steven has more than 16 years experience within the banking sector having worked for the Royal Bank of Scotland International during this time in a variety of Relationship Management roles.
Steven has a proven track record of building long and sustainable relationships by taking the time to understand the needs of his clients working with their professional advisors so that he is able to deliver the most optimal solutions to meet their financial goals.
In his spare time, Steven enjoys keeping active and spending time with his young family.
Telephone: 01534 282181 | Email: email@example.com
PRIVATE BANKER | JERSEY
Marcus has worked for RBS International for over 32 years and has extensive experience in Relationship Management. In his present role as a Private Banker he is responsible for looking after the day to day banking, investment and borrowing needs of our High Net Worth clients based in Jersey.
Prior to joining the team at Coutts Crown Dependencies, Marcus served as a Senior Relationship Manager at NatWest International within the Wealth Office. He has also held roles within RBSI Corporate Banking as a Relationship Director. Marcus has also managed a portfolio of local Premium Clients and served as a Branch Manager during his service to the Group.
Telephone: 01534 282150 | Email: firstname.lastname@example.org
Owen has over 30 years experience in offshore banking, having joined NatWest Offshore in 1989. Prior to joining Coutts Crown Dependencies this year Owen worked in the Premium Banking division of NatWest International with particular responsibility for providing a highly personalised service to our local High Net Worth clients in Guernsey.
Owen is motivated by developing long term client relationships, being a trusted advisor and gaining a clear understanding of the strategic directions our clients may be taking and how we the Bank could can work with them to help them achieve their goals.
Outside of Banking Owen is involved in the local Rugby Union scene as a club official and is a keen runner.
Telephone: 01481 706696 | Email: email@example.com
HEAD OF OPERATIONS
Responsible for oversight of operational strategy and business activities. Having joined the business in 2012, Ben has gained international experience having worked for the bank in both Jersey and Switzerland. He has played a leading role in the establishment of the Coutts Crown Dependencies proposition in Jersey from its inception in 2016 including the introduction of the new platform and operating model. Ben is highly qualified and in addition to his Bachelors in Physiological Science, he holds a level 7 Chartered Wealth Manager qualification and is currently studying towards an Executive MBA.
Telephone: 01534282129 | Email: firstname.lastname@example.org
head of products and custody
With over 25 years experience in the securities industry and a background in investment products, previously in senior client management roles at BNP Paribas and Citibank, Kevin joined Coutts Crown Dependencies in 2016. He is responsible for product development and delivery along with custodial services management and regulatory reporting requirements.
Telephone: 01534 282129 | Email: email@example.com