David Batey

Proposition Leader Coutts Crown Dependencies @Coutts Crown Dependencies

Bristol, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2022 — Present

Proposition Leader Coutts Crown Dependencies @Coutts Crown Dependencies

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London, GB

Managing and growing the Coutts Crown Dependencies proposition across the Crown Dependencies, UK and International markets.

EDUCATION

2013 — 2013

7 city Learning

Private Client and Investment Advice --2013, Wealth Management, Distinction

1977 — 1983

Heversham Grammar School

ACIB, CEEFA, PCIAM,, Investment and Advice, Distinction

ABOUT DAVID BATEY

Specialties Known for: Delivery of outstanding results within Wealth Management. Building and managing a highly motivated Private Banking team across various jurisdictions. Developing trusted advisor status with a small number of HNW clients. Coordinating a delivering ambitious business development growth targets. Feel free to connect if you want help with your offshore wealth management needs. All views are my own.

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David Batey — Proposition Leader Coutts Crown Dependencies at Coutts Crown Dependencies in Bristol, GB | Unifers