UHNW Wealth Managers
London
Financial planning
Portfolio management
Private banking
Relationship management
Wealth planning
Wealth preservation
Families
UHNW
UK-nexus entrepreneurs
Financial Services
Wealth Management & Private Banking
Cayman Islands
Guernsey
Ireland
Jersey
United Kingdom
Wealth adviser
Spear’s Review
Roddy Boulton had been working in investment management at a hedge fund when, in 2010, a ‘UK banking legend’ persuaded him to become a private banker, a move he says ‘suited my personality and skill set far more than I could have realised’.
After nine years at Credit Suisse, Boulton moved to Deutsche Bank along with colleague Piers Harris to grow the UK wealth management offering. ‘The move has been a hugely satisfying revelation,’ he says. ‘It is very exciting to be part of the ambitious growth plans for DB’s wealth management team, working for the only truly global Eurozone bank.’
Boulton’s role enables him to look after the real estate, strategic lending and concentrated equity aspects of wealth and investment.
Rank: Top Recommended
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