Position

Partner

Index

Business & Entrepreneurship

Family Office Services

Location

London

Advice type

Family governance

Next generation

Succession planning

Client Types

Families

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Rupert Phelps

Rupert Phelps has had a storied career. Having risen to the rank of Captain in the Life Guards, he began to make his way in the City with Merrill Lynch, which he has described to Spear's as 'an aggressive American bank with an international presence, a meritocratic culture and excellent training'. 

At the time of writing, Phelps is working on a new initiative that will enable global UHNW families to benefit from his robust, strategic and sage advice. He also chairs the Gull's Egg Luncheon, which raises significant sums for charity each year.

Rank: Top Ten

Top Ten 2022, Family Office Services

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