Roddy Balfour  TEP

Director – Private Wealth

Roddy supports the development of Equiom's new business opportunities across the group's multiple jurisdictions.

Based in London, Roddy has a consultancy brief to support international business development and to provide client and advisor liaison given London’s importance in all areas of wealth management.

Roddy's interactions with high net worth clients and advisors around the world in respect of their planning, assets and family governance is backed by more than 40 years' financial services experience, including private client investment and fixed income trading. 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 Equiom's US-connected business.  

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

Roddy is a qualified Trust and Estate Practitioner and is fluent in French and proficient in Spanish.

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