Charlotte A. is an accomplished financial professional with extensive experience in private banking and wealth management. Currently serving as a Private Banker and Complex Client Manager at Coutts International & Family Office since January 2020, Charlotte A. specializes in cultivating relationships with high-net-worth clients and developing strategies to engage ultra-high-net-worth individuals. Prior to this role, Charlotte A. held significant positions at various organizations, including Director at Private Office, where responsibilities included launching regulated financial entities, and Head of Global CEO Network at Winmark, focused on connecting C-suite executives. Additional experience includes serving as a Relationship Manager at Criticaleye, managing a diverse portfolio of clients across AIM, private equity, and FTSE 350 sectors. Charlotte A. also has a background in technology brokering at XMA and CCS Media.
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