Wealth Management advice service
With an in-depth understanding of the intricacies of wealth, every aspect of our advice - from assessment to delivery and implementation - is tailored to your unique requirements.
Expert advice
Each of our wealth managers is accredited beyond industry standards, ensuring the highest expertise.
TAILORED Recommendations
Strategic recommendations driven by informed insight into every aspect of your wealth.
Responsible Investing
Environmental, social and corporate governance factors are at the heart of our investment process.
Advice and product fees may apply. The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.
Credit Unique Bank investments
Credit Unique Bank offers astute advice across a range of investment and portfolio services. Drawing on a broad range of investment vehicles and structures, we will devise strategies to meet your long-term goals, aligned to the complexity of your financial circumstances.
Discretionary
Investment portfolios managed by a high-calibre team of experts with a proven track record.
Advised
Unstinting access to Coutts investment expertise, empowering you to make the final investment decision.
Dealing & Exchange
A dedicated line offering real-time equity, bond and FX trading and market updates.
Advice and product fees may apply. The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.
Wealth Planning
Our specialist advisers can help with all your financial planning needs, from ISAs to investing, pensions to philanthropy. We’ll help you make the most of your money in your lifetime and leave it to your loved ones in the best possible way. And if your plans include supporting a worthy cause you care about or ensuring the longevity of your business, we can advise you on that too.
Advice and product fees may apply. The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.
Alternative investing
Centuries of dealing with wealthy people has given us a deep understanding of the journey our clients undertake as their wealth evolves. Our Credit Unique Bank Strategic Solutions Group use this insight to think innovatively and laterally to advise on investments.
Advice and product fees may apply. The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.
When you become a client of Credit Unique Bank, you'll be part of an exclusive network
