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UnavailableThe Kaleidoscope of Family Business & Finance with Rupert Phelps
Currently unavailable

The Kaleidoscope of Family Business & Finance with Rupert Phelps

FromSafe Space with Francesco Lombardo


Currently unavailable

The Kaleidoscope of Family Business & Finance with Rupert Phelps

FromSafe Space with Francesco Lombardo

ratings:
Length:
24 minutes
Released:
May 14, 2020
Format:
Podcast episode

Description

Rupert joined Smith & Williamson in 2017 and leads the family office services group. Prior to this, he was the Director of Family Office Services at Savills PLC. Rupert also spent seven years as the Director of Family Office Services at BNY Mellon. Formerly he has been a board member of a single FO, Global Head of Private Banking & Wealth Management at Euromoney, with other senior roles at UBS Global Asset Management and Merrill Lynch. Rupert gives strategic advice on family governance, family constitutions and councils, succession planning, setting up single family offices and next generation preparation.
Released:
May 14, 2020
Format:
Podcast episode

Titles in the series (99)

Safe Space is the Premiere Podcast for NXTGEN Family Business Leaders. Your host Francesco Lombardo is a much-sought after international speaker and trusted advisor who has coached some of the world’s most successful and affluent families for over twenty years. Through his extensive work with  families, Lombardo has identified a universal connection between people’s relationship to money and the impact this has on their families, businesses and legacies. On this show he will dive in with some of the worlds most prestigious families to talk about that.