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Company

Deutsche Private Bank

Index

UHNW Wealth Managers

Wealth Managers

Advice type

Portfolio management

Private banking

Wealth preservation

Wealth planning

Financial planning

Relationship management

Client types

UK-nexus entrepreneurs

Families

UHNW

Geographical focus

United Kingdom

Ireland

Cayman Islands

Jersey

Guernsey

Sector focus

Financial Services

Wealth Management & Private Banking

Profile

Roddy Boulton

Description

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 says ‘suited my personality and skill set far more than I could have realised’.

After nine years at Credit Suisse, Boulton moved to Deutsche Bank along with colleague Piers Harris to grow the UK wealth management offering. ‘The move has been a hugely satisfying revelation,’ he says. ‘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.’

The highly respected recruit now operates within a ‘tight-knit, focused and knowledgeable team of four which is highly responsive in assisting our clients’, delivering a bespoke private banking, wealth management and lending service to UHNW individuals, families and their family offices. His role also enables him to look after the real estate, strategic lending and concentrated equity aspects of wealth and investment. ‘We commit to a high-touch, completely confidential, collaborative relationship where we deliver the full global resources of the bank to support our clients,’ he elaborates.

Aside from the standard wealth management and financing offerings, Boulton and his team ‘recognise that no two clients are alike and must be supported in different ways. We build close personal relationships; trust and partnering are core to the DNA of our service. Our network is superb, and we use it to our clients’ advantage,’ he says.

Rank: Top Recommended

Top Recommended 2021, UHNW Wealth Managers

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