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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

Recommended 2025, UHNW Wealth Managers

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