HOW DOES

IT WORK ?

Investing can help you plan for the future. Coutts Invest provides a range of funds designed for clients who prefer to make their own investment decisions without the need for advice.

The value of investments can go down as well as up and you may not get back the full amount you invest.

FIVE

SIMPLE STEPS

Coutts Invest guides you through the steps needed for you to reach your investment decision. You can also easily track how your investments are doing through Coutts Online.

1.

EASILY ACCESSIBLE

VIA COUTTS ONLINE

From the Wealth Overview screen of your online account, click on the Coutts Invest button. This will take you the Coutts Invest page where you can find out more and make an investment.

2.

CHOOSE HOW

YOU WANT TO INVEST

You can invest through an ISA, through a pension or open a general investment account. You can also choose to transfer your existing ISAs and pensions* to Coutts Invest.

*Log in to Coutts Online and visit the Coutts Invest Pension pages to understand which types of pensions can be transferred.

3.

CHOOSE HOW MUCH

TO INVEST

You can get started with as little as £500 and make regular contributions from £50.

4.

CHOOSE

YOUR FUND

We have funds suitable for conservative investors through to those with a more adventurous attitude. Our forecasting tool will show you how much you might get back from each of our five multi-asset funds depending on how long you want to invest. 

5.

KEEP TRACK

OF YOUR INVESTMENT

To see how your investments are doing just log in to your Coutts Online account. From there, you’ll be able to  make changes to the amount you have invested or change your fund in just a few easy steps.

FIND OUT MORE 

CLINET CRITRIA

COUTTS INVEST DOCUMENTS

   Coutts invest is available to clients who are:
 

  • UK resident and domiciled for tax purposes
     

  • Aged 18 or over
     

  • Already a user of Coutts Online
     

  • Have a minimum of 5 years to invest
     

  • If you’re over 74, or are UK resident but non-domiciled for tax purposes, speak to your private banker who will be able to organise access for you

    Please note, to open a Coutts Invest Pension you must be 18-74 years old, UK resident and a UK taxpayer. Login and explore the Coutts Invest Pension journey for more information about the types of pension transfers you can make.

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BECOME A CLIENT

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