UHNW Wealth Managers



Advice type

Financial planning

Portfolio management

Private banking

Relationship management

Wealth planning

Wealth preservation

Client Types



UK-nexus entrepreneurs

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical Focus

Cayman Islands




United Kingdom

Customer Type

Wealth adviser

Roddy Boulton

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 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.

Adviser Profile

Roddy Boulton and his team focus exclusively on ultra high net worth clients in the UK and Monaco. His small team connects directly with individuals, their family offices and professional service providers to deliver the complete service offering of Deutsche Bank. This service covers the full gamut of banking products from cash and portfolio management, extensive financing capabilities and access to investment banking. Using the bank’s extensive platform the team pulls upon resources in London, Zurich, New York  and Luxembourg to ensure that the complex needs of the client base get the best possible coverage. Roddy’s team has a superb network of clients and contacts in the UK, he is also hugely appreciative of the support Deutsche Bank commits to the contemporary art world, an area of major focus in the lives and interests of his client base.


Rank: Top Recommended

Top Recommended 2023, UHNW Wealth Managers

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