Introduction to suitable private banking providers in Jersey for eligible high-net-worth clients and families with substantial assets.
Jersey has an established private-banking market serving high-net-worth individuals, families, entrepreneurs and international clients.
Coutts Consultants can introduce eligible clients to suitable third-party private banks where a current route is available. We do not provide investment advice or manage the client's money.
Private banking is intended for clients with substantial assets and more complex banking or wealth needs than a normal personal account.
Each bank sets its own minimum relationship size, accepted countries and eligibility rules.
Private banking can include a dedicated relationship manager and access to banking, lending, foreign exchange and investment services offered by the institution.
Any investment advice is provided by the authorised bank or adviser, not Coutts Consultants through this introduction.
Private banks normally want to understand identity, tax residence, source of wealth and source of funds.
We help organise this information clearly before the introduction.
We discuss the relationship sought, review broad eligibility and make an introduction where a suitable current route is available.
The private bank makes the final acceptance decision and provides any banking, lending or wealth services.
Coutts Consultants acts only as an introducer to third-party private banks in Jersey for eligible high-net-worth clients.
Timing depends on the private bank and client profile.
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