During her time at Coutts, Helen specialised in addressing the wealth planning needs of European and US clients, offering tailored financial solutions both onshore and offshore. Her expertise and dedication to client service has earned her recognition as a chartered member of the Chartered Institute for Securities and Investment (CISI), having achieved both the Private Client Investment Advice and Management (PCIAM) and the Investment Advice Diploma (IAD).
Beyond her professional accomplishments, Helen is passionate about travel, family activities, and sports, including golf, tennis, skiing, and supporting her son’s athletic pursuits.
Expressing her enthusiasm about joining London & Capital, Helen said, “I am so excited to join London & Capital and to have the opportunity to continue to work with European, US and International clients. The proposition of a comprehensive wealth management service that seamlessly integrates advice with investments, and transcends geographical boundaries, is incredibly attractive. I look forward to being able to bring the London & Capital professional expertise to my clients in the future.”
Robert Paul, Partner and Head of Private Wealth & US Family Office at London & Capital, added, “We are absolutely delighted that Helen has decided to join the Private Wealth team at London & Capital. Helen brings considerable experience dealing with HNW and UHNW European and international families over the past 20 years at Coutts. Helen’s appointment further shows our continued commitment to offering a complete wealth management solution to these global families and further evidence that we are seen as the home for high calibre professionals looking to have a leading solution for their clients.”
Helen’s addition to the London & Capital team underscores our dedication to providing exceptional service and expertise to our clientele worldwide.
