Top Recommended UHNW Wealth Managers
UHNWs are hardly short of private bankers offering their services these days. But Roddy Boulton – one of the most successful and respected among them – is clear about what clients want: a network.
For Boulton, the job is more about ‘the ability to collaborate and partner with clients’ than it is about a ‘certain amount of performance over another bank over the course of a limited period of time’. Nor can the importance of providing UHNWs with access to other UHNWs be underestimated: ‘Clients really want to lever off that, and to know other people in that sphere,’ he explains.
Part of Credit Suisse’s eight-strong UHNW team, Boulton personally presides over $1 billion for around 20 clients, from UK-nexus entrepreneurs to family offices. He is able to offer an unusually dynamic and nimble, boutique-like offering within a global giant.
‘Private banking is a distinctly different thing from pure wealth management,’ he says. ‘Wealth management is one part of one arrow in the quiver, but I’m as much a corporate financier, a private equity and M&A adviser, in terms of the resources I can bring to bear to help clients.’
Credited by industry experts as ‘excellent’, the Durham University graduate and former Inniskilling Dragoon Guardsman began his career in finance at JP Morgan in 1990 before joining Credit Suisse in 1995. He moved on in 2000 before returning in 2010.