Company

Deloitte

Position

Partner

Head of private clients

Index

Accountants & Tax Advisers

Tax & Offshore

Location

London

Advice type

Cross-border

Tax planning

Tax structuring

Client Types

Entrepreneurs

Families

Family offices

Hedge funds

HNW

Private clients

Private equity

UHNW

Sector Focus

Accounting

Customer Type

Accountant

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.’ 

Rank: Top Flight

Top Flight 2024, Accountants & Tax Advisers

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