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Company

Smith & Williamson Investment Management

Position

Partner

Index

Business & Entrepreneurship

Family Office Services

Location

London, United Kingdom

Advice type

Succession planning

Family governance

Next generation

Client types

Families

UHNW

Sector focus

Financial Services

Wealth Management & Private Banking

Profile

Rupert Phelps

Description

Rupert Phelps has had a storied career. The family office services partner at Smith & Williamson left the Life Guards for a career in finance with ‘an aggressive American bank with international presence, meritocratic culture and excellent training’, he has said in Spear’s. His chosen bank was Merrill Lynch. Today Phelps has one of the wisest minds in the industry. He chairs the Gulls’ Eggs luncheon, which in 2019 raised more than £95,000 for the Cure Parkinson’s Trust. His book covers ‘business-owning families, liquidity events, cash-generative operating companies... there’s no other firm in this country that has a wider, more aligned, more relevant range of services for such clients.’

Rank: Top Ten

Top Ten 2021, Family Office Services

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