HNW Wealth Managers


Advice type

Crisis management


Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Fella Khelifi-Arnulphy

Spear's Review

The forward-thinking Fella Khelifi-Arnulphy is an impressive operator. Her career has spanned portfolio management and advisory roles in the UK and Switzerland, with stints at UBP, Citi Private Bank and, now, EFG Private Bank, where she is head of UK advisory solutions.

With a cosmopolitan background – she speaks Arabic, French and English – khelifi-Arnulphy is well placed to advise international families with interests spanning the globe.

At a Spear’s Wealth Insight Forum event, she told attendees that the ability to listen had become ‘the biggest differentiator’ for wealth management firms hoping to address their clients’ needs. ‘The generation that created the wealth is different from the newer generations,’ she added.

Adviser Profile

Fella has almost 20 years' experience working with UHNW, family offices and institutional clients from all over the world.

She has established the investment advisory arm of EFG Private Bank in the UK and leads with passion and energy toservice her clients' investment needs.

The growth of the investment advisory business at EFG UK in recent years can largely be attributed to Fella's relentlessfocus on clients and her desire to support colleagues with her technical knowledge. She has a deep understanding offinancial markets which, through her strong inter-personal and communication skills, she manages to conveyconvincingly to a sophisticated, professional clientele. Fella's ability to identify and then address the needs of high networth investors from all over the world makes her a highly valuable resource in today's fast-moving and occasionallyturbulent markets.

As wealth transitions to a new generation, and a new breed of UHNW is created through disrupted industries she comments "Being close to clients means truly listening, building solutions that meet a fast-changing world with their fast changing needs."

Before joining EFG in 2015 she held various roles at Citi Private Bank including an Investment Counsellor in the UKand led the alternatives managed investment sales for EMEA in Switzerland. Prior to this, Fella was an alternatives portfolio manager at Union Bancaire Privee where she serviced institutional clients. She started her career as ananalyst with Ansbacher & Co Ltd, in London.

She grew up in Algeria but has worked internationally and speaks fluent French and Arabic. A relentless advocate fordiversity, she supports women in the industry to promote themselves and reach their leadership potential. She created and chairs the EFG International's Women Network. Fella regularly contributes to wealth and diversity publications andtalks.

Rank: Top Recommended

Top Recommended 2022, HNW Wealth Managers

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