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Francesca Boschini

Director and Head of Wealth Planning International for the Americas

Specialism: Private Bankers & Investment Managers Private Banking

Company: Deutsche Bank AG

Location: New York, USA

USA Update: engaging women in wealth management

The wealth management industry has struggled to engage with the growing pot of female wealth which has risen to make up to 51 per cent of US personal wealth.

Francesca Boschini, a Director of Wealth Planning at Deutsche Bank Trust Company Americas, has found in her experience that “Many women approach wealth with an emphasis on their personal values. They tend to prefer to invest in companies that do good or no harm, which makes ESG investments (environmental, social and governance in ethical investments) increasingly interesting”. 

Read on

Citywealth rating

4.71591
Average: 4.7 (22 votes)
Fee Level:
4.545455
Average: 4.5 (22 votes)
Quality of Advice
4.772725
Average: 4.8 (22 votes)
Communications Skills
4.772725
Average: 4.8 (22 votes)
Interpersonal Skills
4.772725
Average: 4.8 (22 votes)
Leave a star rating & review
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Please make sure you fill in all the fields marked with an asterisk *

Peer review:

Francesca Boschini is a highly experienced and knowledgeable wealth planner, with a focus on international tax issues. Her keen understanding, for example, of effective planning steps a non-United States resident might take before emigrating to the United States is unparalleled. In addition, Francesca's multi-lingual fluency gives her additional insights into her clients and the issues they may face -- not to mention putting her clients at ease when English is not their first language. Francesca is an excellent listener and a creative problem-solver. I have the highest respect for her and very much enjoyed my time working with her at Deutsche Bank.

Blanche Lark Christerson    Blanche Lark Christerson   
04 Jun 2021

Institutional client review:

I have known Francesca for many years. Her professionalism and subject matter expertise are very impressive. She clearly deserves the highest marks.

Diego Polenghi    International Planning Group   
25 May 2021

Peer review:

She is a great leader!

15 Feb 2020

Co-worker review:

I have known Francesca for over ten years and now am retired. I tremendously enjoyed working with Francesca and was constantly impressed with her ability to understand a client's sometimes incredibly complex needs with multiple jurisdictions, citizenship, property and business interests. She has a wonderful way of working with clients and advisers and always is very professional. A true talent and one of the smartest people I know.

25 Nov 2019

Institutional client review:

Francesca is one of the most knowledgeable professionals in her area of expertise. She is diligent and offers excellent service. I will recommend and use her services without any doubt. Besides she is an incredible human being with a deep understanding of people needs and a great peoples person

Maria Pia Leon    Forbes Family Trust   
16 Oct 2019

Co-worker review:

Francesca is a committed leader. She is an excellent communicator that inspires creativity and accountability within her team. Her ability to empower her coworkers helps the whole team share her dedication resulting in a strong client experience.

E Pace    Deutsche Bank   
25 Jun 2019

Co-worker review:

Respectful and admirable wealth strategist. Always efficient and effective finding client solutions with a down-to-earth approach.

10 Jun 2019

Co-worker review:

What I admire from Francesca is her capacity to solve complex situations, her flexibility and optimism. Also how well she balances her role as a mother (she is an excellent one) and her professional life.

Dessy Arteaga    Deutsche Bank   
10 Jun 2019

Peer review:

I respect and admire Francesca Boshcini for her level of knowledge and professionalism. I would welcome anyone to reach out and get to know her.

Christina E Lawrence    Barnum Financial Group   
03 Jun 2019

Peer review:

Francesca is always responsive to client needs and is without doubt an expert in her field. She is highly professional, practical and personable and it is a pleasure to work with her.

30 May 2019

Institutional client review:

Francesca is very knowledgeable in her field and navigates what are often complex situations with clients in a calm and clear manner.

16 May 2019

Peer review:

She is without peer!

Bruce E. Hood    Withers Bergman LLP   
15 May 2019

Peer review:

Francesca is one of the best fiduciary advisers I've met, extremely knowledgeable and professional.

Ignacio Gabriel Pakciarz    Bigsur Partners   
14 May 2019

Peer review:

I worked with Francesca on estate planning for a mutual client and I found her to be knowledgeable, accessible a great communicator and an overall pleasure to work with.

Chris Curtis    Heidner Law Firm, P.C.   
14 May 2019

Private client review:

Always available in a friendly and effective way.

Oscar Bernarded    Gaton   
14 May 2019

Peer review:

Francesca is one of the most competent, ethical and trustworthy professionals I have met in my career. I have absolute confidence in presenting her to my clients.

Samir Choaib    Choaib, Paiva e Justo Advogados Associados   
13 May 2019

Peer review:

I have known Francesca for many years in different capacities. She is a very experienced and very knowledgeable professional who communicates well with UHNW clients and interacts seamlessly with their other professional advisors. Highly ethical in all her approach.

29 Apr 2019

Peer review:

In her role as wealth management executive I have interacted with Francesca for more than 15 years. She is extremely knowledgeable, experienced, reliable and professional.

29 Apr 2019

Peer review:

I have seen Francesca interact with her clients; she is caring, thoughtful, informative, and good at getting results. It is a pleasure to work with her.

Karin Gustafson    Becker Glynn   
29 Apr 2019

Peer review:

Francesca Boschini is a very experienced, thoughtful and knowledgeable advisor. I interacted with Ms. Boschini on a number of trusts held for the benefit of my clients and very much enjoyed working with Ms. Boschini.

29 Apr 2019

Peer review:

Competent, efficient & fast, down to earth person. Big fan of Francesca

29 Apr 2019

Peer review:

Professional integrity

29 Apr 2019

Peer review:

I have known Francesca in her professional capacity for many years and I am her greatest fan. She is extremely knowledgeable and experienced, and at the same time down-to earth and very client friendly as such she is very well known and respected in the industry in the US and overseas. She is always willing to share her knowledge and expertise also with fellow colleagues at different firms, she has been a mentor for younger professionals and is very much involved with next gen events and programs. Francesca is very interested in any activity or organization which focuses on enhancing the role of women in finance and fostering development of young women leaders.

29 Apr 2019

Peer review:

Francesca has always shown to be extremely knowledgeable, reliable and professional, she is very well known and respected in the industry. My clients and I enjoy working with her and trust her expertise and advise. Especially on US and cross border trust and wealth planning she is the go-to person.

29 Apr 2019

Peer review:

Francesca is a real find for any multinational family!

25 Apr 2019

Peer review:

Citywealth recommended

07 Mar 2019

Leave a review
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2019 

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Deutsche Bank AG

Number of offices globally: More than 5

Francesca Boschini currently has no contact details

IWD 2019 Transatlantic Selection International Powerwomen Top 100 2019 Top 20 Women in Private Wealth Management 2020 Top 50 Wealth Management Advisors 2020 Top Recommended New York Wealth Management Advisors 2021 Top 100 Wealth Management Advisors 2022

Peer review:

Francesca Boschini is a highly experienced and knowledgeable wealth planner, with a focus on international tax issues. Her keen understanding, for example, of effective planning steps a non-United States resident might take before emigrating to the United States is unparalleled. In addition, Francesca's multi-lingual fluency gives her additional insights into her clients and the issues they may face -- not to mention putting her clients at ease when English is not their first language. Francesca is an excellent listener and a creative problem-solver. I have the highest respect for her and very much enjoyed my time working with her at Deutsche Bank.

Blanche Lark Christerson    Blanche Lark Christerson   
04 Jun 2021

Institutional client review:

I have known Francesca for many years. Her professionalism and subject matter expertise are very impressive. She clearly deserves the highest marks.

Diego Polenghi    International Planning Group   
25 May 2021

Peer review:

She is a great leader!

15 Feb 2020

Co-worker review:

I have known Francesca for over ten years and now am retired. I tremendously enjoyed working with Francesca and was constantly impressed with her ability to understand a client's sometimes incredibly complex needs with multiple jurisdictions, citizenship, property and business interests. She has a wonderful way of working with clients and advisers and always is very professional. A true talent and one of the smartest people I know.

25 Nov 2019

Institutional client review:

Francesca is one of the most knowledgeable professionals in her area of expertise. She is diligent and offers excellent service. I will recommend and use her services without any doubt. Besides she is an incredible human being with a deep understanding of people needs and a great peoples person

Maria Pia Leon    Forbes Family Trust   
16 Oct 2019

Co-worker review:

Francesca is a committed leader. She is an excellent communicator that inspires creativity and accountability within her team. Her ability to empower her coworkers helps the whole team share her dedication resulting in a strong client experience.

E Pace    Deutsche Bank   
25 Jun 2019

Co-worker review:

Respectful and admirable wealth strategist. Always efficient and effective finding client solutions with a down-to-earth approach.

10 Jun 2019

Co-worker review:

What I admire from Francesca is her capacity to solve complex situations, her flexibility and optimism. Also how well she balances her role as a mother (she is an excellent one) and her professional life.

Dessy Arteaga    Deutsche Bank   
10 Jun 2019

Peer review:

I respect and admire Francesca Boshcini for her level of knowledge and professionalism. I would welcome anyone to reach out and get to know her.

Christina E Lawrence    Barnum Financial Group   
03 Jun 2019

Peer review:

Francesca is always responsive to client needs and is without doubt an expert in her field. She is highly professional, practical and personable and it is a pleasure to work with her.

30 May 2019

Institutional client review:

Francesca is very knowledgeable in her field and navigates what are often complex situations with clients in a calm and clear manner.

16 May 2019

Peer review:

She is without peer!

Bruce E. Hood    Withers Bergman LLP   
15 May 2019

Peer review:

Francesca is one of the best fiduciary advisers I've met, extremely knowledgeable and professional.

Ignacio Gabriel Pakciarz    Bigsur Partners   
14 May 2019

Peer review:

I worked with Francesca on estate planning for a mutual client and I found her to be knowledgeable, accessible a great communicator and an overall pleasure to work with.

Chris Curtis    Heidner Law Firm, P.C.   
14 May 2019

Private client review:

Always available in a friendly and effective way.

Oscar Bernarded    Gaton   
14 May 2019

Peer review:

Francesca is one of the most competent, ethical and trustworthy professionals I have met in my career. I have absolute confidence in presenting her to my clients.

Samir Choaib    Choaib, Paiva e Justo Advogados Associados   
13 May 2019

Peer review:

I have known Francesca for many years in different capacities. She is a very experienced and very knowledgeable professional who communicates well with UHNW clients and interacts seamlessly with their other professional advisors. Highly ethical in all her approach.

29 Apr 2019

Peer review:

In her role as wealth management executive I have interacted with Francesca for more than 15 years. She is extremely knowledgeable, experienced, reliable and professional.

29 Apr 2019

Peer review:

I have seen Francesca interact with her clients; she is caring, thoughtful, informative, and good at getting results. It is a pleasure to work with her.

Karin Gustafson    Becker Glynn   
29 Apr 2019

Peer review:

Francesca Boschini is a very experienced, thoughtful and knowledgeable advisor. I interacted with Ms. Boschini on a number of trusts held for the benefit of my clients and very much enjoyed working with Ms. Boschini.

29 Apr 2019

Peer review:

Competent, efficient & fast, down to earth person. Big fan of Francesca

29 Apr 2019

Peer review:

Professional integrity

29 Apr 2019

Peer review:

I have known Francesca in her professional capacity for many years and I am her greatest fan. She is extremely knowledgeable and experienced, and at the same time down-to earth and very client friendly as such she is very well known and respected in the industry in the US and overseas. She is always willing to share her knowledge and expertise also with fellow colleagues at different firms, she has been a mentor for younger professionals and is very much involved with next gen events and programs. Francesca is very interested in any activity or organization which focuses on enhancing the role of women in finance and fostering development of young women leaders.

29 Apr 2019

Peer review:

Francesca has always shown to be extremely knowledgeable, reliable and professional, she is very well known and respected in the industry. My clients and I enjoy working with her and trust her expertise and advise. Especially on US and cross border trust and wealth planning she is the go-to person.

29 Apr 2019

Peer review:

Francesca is a real find for any multinational family!

25 Apr 2019

Peer review:

Citywealth recommended

07 Mar 2019

Leave a review
Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor Karen Jones at kjones@citywealthmag.com

Francesca Boschini currently has no reviews

Francesca Boschini currently has no case studies