Company

Deloitte

Position

Partner

Index

Accountants & Tax Advisers

Location

London

Advice type

Tax planning

Tax structuring

Tax, wills & trusts

Cross-border

Client Types

Private clients

UHNW

HNW

Entrepreneurs

Families

Private equity

Hedge funds

Family offices

Sector Focus

Accounting

Business and Consumer Services

Customer Type

Accountant

Nicola Roberts

Spear’s Review

Nicola Roberts is the highly commended head of private client services at Deloitte, overseeing a ‘big, diverse practice’ that does ‘all the things you’d expect us to do’. While London is her primary focus, she also advises domestic entrepreneurs, UHNWs and family offices outside of the capital.

Roberts’ practice centres on two intersecting areas. The first is UHNW family offices; Roberts looks after every aspect of their taxes, whether their wealth is in investments, trusts or real estate. The other is financial services. ‘We look after senior private equity partners and hedge fund owners, many of whom are international and may also have a family office,’ she explains. ‘It’s a bit of a Venn diagram.’

Rank: Top Flight

Top Flight 2023, Accountants & Tax Advisers

Share on