The team

Good relationships are essential to ensuring the level of service clients deserve and we place great importance on working with the whole family.

Whether you are a founder, entrepreneur, active or passive within a family-owned business or simply part of the next generation, you will benefit from a high touch, co-ordinated and cross-discipline service from our specialist team.

We extend this ethos to a family offices’ wider group of advisers. We put the interests of our clients first. Our business is driven by your needs. We always work as a part of, not apart from, your wider advisory team.

Investment does involve risk. The value of investments can go down as well as up. The investor may not receive back in total the original amount invested.

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Rupert Phelps
Rupert Phelps

Partner, Family office services London +44 (0)20 7131 4663

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Peter Fernandes profile image
Peter Fernandes

Head of Private clients investment management London +44 (0)20 7131 4695

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Joss Dairymple profile image
Joss Dalrymple

Head of Private clients interest London +44 (0)20 7131 4297

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Chris Kenny profile image
Chris Kenny

Partner London +44 (0)20 7131 4680

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Daniela Glover profile image
Daniela Glover

Head of financial services London +44 (0)20 7131 4440

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Aiden McAvinue profile image
Aidan McAvinue

Director Jersey +44 (0)1534 716852

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Charles Gowlland
Charles Gowlland

Partner London +44 (0)20 7131 4635

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Joe Mcloughlin director investment management
Joe McLoughlin

Director London +44 (0)20 7131 4808, (+44) 07468 718 233

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Philip Quigley profile image
Philip Quigley

Partner, Head of transaction services London +44 (0)20 7131 4304

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Louise Somerset profile image
Louise Somerset

Partner & Head Cheltenham +44 (0)1242 506030, +44 (0)117 376 2207

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Nick Travis profile image
Nick Travis

Partner, Head of Entrepreneurs London +44 (0)20 7131 4223

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