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'. 

Phelps is now an independent and valued adviser to a number of single family offices. With an encyclopedic knowledge of the people involved in the high net worth financial industry he consults on stewardship, strategy, philanthropy, governance and succession planning. He also chairs the Gull's Egg Luncheon, which raises significant sums for charity each year.

Rank: Top Flight

Top Flight 2023, Family Office Services

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