David Mallows

Private Banker, Executive Director @Coutts

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

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WORK HISTORY

May 2023 — Present

Private Banker, Executive Director @Coutts

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Bristol, GB

Senior adviser within the Bristol team helping individuals, families and businesses to thrive. I continue to advise entrepreneurs and other successful people plan and invest for the future they want.

EDUCATION

N/A

Glyn School

GCSEs and A Levels

1997 — 2001

Bournemouth University

BA (Hons), Financial Services

SKILLS

Holistic Financial PlanningRetirement PlanningBusiness StrategyDue DiligenceHedge FundsFinancial ServicesTradingInvestment BankingWealth Management ServicesInvestmentsEtfsInvestment ManagementAsset AllocationBankingMutual FundsIncome ProtectionFund of FundsRisk ManagementPension FundsInvestment StrategiesAlternative InvestmentsRelationship ManagementMortgage LendingEstate PlanningEquitiesRetirementStrategic Financial PlanningFinancial AnalysisPortfolio ManagementMergersLoansHigh Net Worth IndividualsSocial InvestmentPrivate BankingAsset ManagmentFinancial AdvisoryTactical Asset AllocationFixed IncomeWealth ManagementCorporate Finance

ABOUT DAVID MALLOWS

Helping Founders & Families Navigate Wealth at Coutts | Chartered FCSI | Bristol & South WestBehind every great fortune is a story of hard work and vision. My role at Coutts is to ensure that story continues. Working within our Bristol regional team, I help entrepreneurs, business owners, and families protect what they’ve built while positioning them for future growth.I believe wealth management should be as unique as the individuals behind it. I leverage the full suite of Coutts’ products and services to create tailored strategies that align with your specific values and goals.Beyond my work with clients, I am passionate about developing the next generation of private bankers. I actively work with our graduates and interns, helping future talent navigate the complexities of the industry and uphold the high standards of excellence our clients expect.Outside of the office, I’m an advocate for staying active and a true enthusiast of the South West’s incredible food scene. I believe a healthy balance - in both work and life - is the key to long-term success.

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