Roddy Balfour TEP

Director - Business Development, Equiom Group

Roddy Balfour

Roddy is responsible for developing and maximising Equiom's new business opportunities across the group's multiple jurisdictions. He is also a member of the Equiom Private Office team.

Based in London, Roddy has a consultancy brief to help the global group’s business development and to provide client and adviser liaison given London’s importance in all areas of wealth management. Roddy has long experience of  interaction with high-net-worth clients and advisers around the world in respect of their planning, assets and family governance.

Roddy has over 40 years' financial services experience, including investment management and wholesale money markets prior to becoming involved in trust and estate-planning. He has built up a significant network of contacts around the globe, particularly in the Americas. He has led the development of US-connected businesses which can appear from anywhere around the globe.  

Roddy co-founded Virtus Trust in 2005, which includes a US trustee licence in South Dakota. He joined Equiom in 2017 following the acquisition of Virtus Trust

He is STEP qualified and a member of the STEP City of London Committee. A frequent speaker at industry conferences, Roddy and Virtus Trust have received numerous awards since 2005 with the latest being Spear’s Trusted Adviser of the Year 2016.

He is fluent in French and is proficient in Spanish.

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