Company
Position
Managing director
Index
UHNW Wealth Managers
Location
London
Advice type
Financial planning
Investment strategy
Lending
Private banking
Relationship management
Wealth planning
Wealth preservation
Asset Class
Real estate
Client type
Families
UHNW
UK-nexus entrepreneurs
Sector Focus
Financial Services
Investments and Asset Management
Wealth Management & Private Banking
Geographical focus
Cayman Islands
Guernsey
Ireland
Jersey
United Kingdom
Roddy Boulton
Spear’s Review
‘I quite often find myself being described as a private investment banker alongside being a traditional private banker or wealth manager,’ muses Roddy Boulton, a managing director at Deutche Bank.
Indeed, 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’.
Boulton blends his investment and wealth management experience to assist UHNWs and entrepreneurs, advising in matters that include complex mortgages and other real estate transations, and structured credit solutions. Boulton tells Spear’s: ‘We deliver a highly tailored, very personal, extremely focused full-service offering to our clients, where we hope we can provide them with a solution to pretty much anything they want.’
Rank: Recommended

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