Position

Managing director

Relationship Manager

Index

UHNW Wealth Managers

Wealth & Investing

Location

London

Advice type

Estate planning

Investment management

Private banking

Client Types

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Alexis Pateras

Spear’s Review

Alexis Pateras was one of several UBS alumnae to join Deutsche Bank in 2020 as the firm took steps to bolster its UK UHNW offering and successfully combine its wealth management and private and commercial business units.

Pateras joined the firm after spending 13 years at UBS, where he focused on advising entrepreneurial clients with a UK nexus. He typically focuses on those with a net worth of over £50 million.

The talented adviser holds a PCIAM Level 6 qualification from the CISI, as well as a law degree (GDL and LPC) from BPP University. Before this, the Harrow alumnus graduated from Durham University with a BA in modern European languages.

Rank: Recommended

Recommended 2024, UHNW Wealth Managers

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