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 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
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