Roddy Balfour  TEP

Director – Equiom Private Office, Equiom Group

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 advisor liaison given London’s importance in all areas of wealth management. Roddy has significant experience of interacting with high net worth clients and advisors around the world in respect of their planning, assets and family governance.

Roddy has more than 40 years' financial services experience, including investment management and wholesale money markets prior to becoming involved in trust and estate-planning. He is a frequent speaker at industry conferences and has built up a significant network of contacts around the globe, particularly in the Americas. Roddy has led the development of US-connected businesses.  

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

He is a qualified Trust and Estate Practitioner, a member of the STEP City of London Committee and is fluent in French and proficient in Spanish.

 

Latest news

View all news
Equiom get in touch

 

Get in touch

If you have any questions, or would like to learn more about taking the next steps with Equiom, please select one of the options below.

Choose a location and contact the team Use our website form

 

Get in touch