UHNW Wealth Managers
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After a long career at Coutts – which, since 1994, has taken him from Zurich to Monaco via Dubai, the Channel Islands and elsewhere – Perry Littleboy joined the Coutts Private Office in London in 2011. As managing director, he now works almost exclusively with entrepreneurs and family business owners. His role is ‘to help them articulate their vision and objectives for their family wealth and their legacy wealth,’ he explains. ‘For all my clients, their intent is that their family wealth should do good in the world – or, at least, the least harm.’ As a consequence, philanthropy often plays a key role in helping the family understand the impact that their wealth can have. ‘Our assistance in creating a family giving strategy is much in demand,’ he says. ‘So much of the advice we can provide our clients on wealth succession is grounded in the body of research created for family business owners.’ Significant private capital available to invest continues to be the hallmark of these last few years, he says. ‘Low interest rates have led clients to inflation-proof their family wealth through more portfolio investments.’ Over the last decade, business owners and entrepreneurs have generally flourished. Despite political headwinds, they have flourished with a low inflationary, low interest rate environment, supportive tax regime, its role models lionised by the press and its ecosystem encouraged by government. And looking forward, entrepreneurs will find opportunity out of disruption. The Coutts Private Office has a sense of pastoral care for its clients that goes beyond cash management and investing family wealth to maintain its real value, says Littleboy. ‘We help our clients ensure their investments are a force for good in the world – we will assist them in engaging their whole family in their philanthropic mission, helping craft a giving strategy – we will help ensure their heirs are coached to become responsible wealth owners in their turn. Ensuring wealth has its intended consequences is part of our DNA.’

Perry Littleboy
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