Partner
Business & Entrepreneurship
Family Office Services
London
Family governance
Next generation
Succession planning
Families
UHNW
Financial Services
Wealth Management & Private Banking
Wealth adviser
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