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 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

Top Recommended 2023, UHNW Wealth Managers

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