Company
Position
Managing director
Index
UHNW Wealth Managers
Wealth & Investing
Location
London
Advice type
Financial planning
Portfolio management
Private banking
Relationship management
Wealth planning
Wealth preservation
Client type
Families
UHNW
UK-nexus entrepreneurs
Sector Focus
Financial Services
Wealth Management & Private Banking
Geographical focus
Cayman Islands
Guernsey
Ireland
Jersey
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 said ‘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 said. ‘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
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Top Recommended 2024, UHNW Wealth Managers
Network Connections
Top Recommended
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Kees Hoving
Deutsche Bank AG
HNW Wealth Managers
Dubai
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Top Recommended 2024
HNW Wealth Managers
Recommended
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Andrew Gallant
Deutsche Bank AG
Family Office Services
London
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Recommended 2024
Family Office Services
Recommended
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Alexis Pateras
Deutsche Bank AG
UHNW Wealth Managers
London
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Recommended 2024
UHNW Wealth Managers
Recommended
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Andrew de Palma
Deutsche Bank AG
UHNW Wealth Managers
Switzerland
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Recommended 2024
UHNW Wealth Managers
Notable
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James Whittaker
Deutsche Bank AG
Power List
London
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Notable 2024
Power List