Company
Position
Senior partner
Head of private clients
Index
Accountants & Tax Advisers
Location
London
Advice type
Cross-border
Tax planning
Tax structuring
Client type
Entrepreneurs
Families
Family offices
Hedge funds
HNW
Private clients
Private equity
UHNW
Sector Focus
Accounting
Nicola Roberts
Spear’s Review
Nicola Roberts is the highly commended head of private client services at Deloitte, overseeing a ‘big, diverse practice’ that does ‘all the things you’d expect us to do’. While London is her primary focus, she also advises domestic entrepreneurs, UHNWs and family offices outside of the capital.
Roberts’ practice centres on two intersecting areas. The first is UHNW family offices; she looks after every aspect of their taxes, whether their wealth is in investments, trusts or real estate. The other is financial services.
‘We look after senior private equity partners and hedge fund owners, many of whom are international and may also have a family office,’ she explains. ‘It’s a bit of a Venn diagram.’
Top Flight 2025, Accountants & Tax Advisers