Wealth Manager - the site for professional investment managers

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Smith & Williamson new hire to kick-start family office growth

1 Comment
Smith & Williamson new hire to kick-start family office growth

Smith & Williamson has hired Savills’ director of family office to lead the growth its family office services.

Rupert Phelps has joined as a partner at the firm. He will be tasked with building on the business' existing presence, growing its clients and developing intermediary relationships.

Phelps brings close to 20 years’ experience in wealth management industry to his new role. Before Savills, where he ran its family office services, Phelps held a similar position at BNY Mellon.

‘The development of our family office services is a key component of our business plan’ said Joss Dalrymple, head of private client tax and business services at Smith & Williamson.

 ‘We are all really excited to begin working with Rupert as he leads the family office team and drives our offering at a strategic level.’

Peter Fernandes (pictured), head of private client investment management at Smith & Williamson, added:  'His [Phelps] arrival should help spur the growth of services we offer to family offices and cement our reputation as leading providers of advice in the field of wealth management.’


Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Big City Bright Future

Big City Bright Future

Big City Bright Future, the brainchild of BlackRock, is a three-week work experience programme for school leavers looking to forge a career in the City.

Play Kames' Ennett: Trump good for US high yield, but beware Europe

Kames' Ennett: Trump good for US high yield, but beware Europe

Kames Capital’s head of high yield David Ennett believes the changing political landscape will be a positive for the US, but negative for Europe in 2017.

Play Philip Milburn: why inflation won't run out of control

Philip Milburn: why inflation won't run out of control

Kames bond fund manager views inflation as more of 'scare' than a 'problem' and is positioning his portfolios accordingly.

Read More
Your Business: Cover Star Club

Profile: from Batman Live to commodity beta

Profile: from Batman Live to commodity beta

Charteris may be a family affair, but the company is not at any risk of turning sentimental

Wealth Manager on Twitter