For Roddy Boulton, the job of a private banker 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. The head 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.
UHNW Wealth Managers