David Batey Email & Phone Number

United Kingdom

Batey Wealth Consultancy exists to support both individuals and businesses to achieve their personal and professional wealth management goals.​Having over 39 years of experience in the Wealth Management sector, both within the UK and offshore, I have knowledge of all aspects of wealth management including Estate Administration, Trust Structuring, Next Generational Planning, and Investment Advice to ensure your long term objectives are met.

London, England, United Kingdom

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

Jersey

Coutts Crown Dependencies provides wealth management and private banking facilities to both offshore and international clients.Our business offers bespoke wealth management solutions which is supported through an innovative digital banking platform.My role is to manage a team of wealth managers and Private bankers across multi jurisdictions to deliver high levels of service to our clients and deliver ambitious growth targets.In addition to this I act as trusted advisor to a small portfolio of clients myself dealing with their wealth management needs. I also have responsibility to develop and implement a clear strategy to promote the Coutts Crown Dependency Profile and grow the client base.This includes a centre of excellence for international clients where we are well versed in managing their unique needs and working closely with their existing advisors.

London, United Kingdom

I am responsible for the delivery of the Private Banking service within London, North London and East Anglia, including Management of over 120 Private Banking Managers and 11 separate areas. The team delivers over £100m worth of income.

Cardiff

Managed a team of Regulated Advisors throughout Wales who were responsible for all advice to the Groups High Networth Customers. The team was awarded Top Area in 2003, 2005 and 2006 and exceeded all targets.

Responsible for providing a Relationship service to a portfolio of 300 of the Groups High Networth Customers. Continually exceeded all targets set around income generation and customer satisfaction.

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

Acib, Ceefa, Pciam,, Investment And Advice, Distinction