Rupert Elwes
Co-Head of Private Clients
Rupert is Co-Head of Private Clients. He looks after direct client relationships taking responsibility for portfolio construction through to reporting.
Rupert has a particular specialism looking after international clients, including, trusts, offshore bond funds and offshore trust structures with international tax considerations. He also looks after resident domiciled clients working closely with families across multiple generations of beneficiaries. Rupert has experience with complex structures including US reporting requirements. Rupert works closely with the in-house financial planning team to assist clients in all aspects of their financial journey and is part of the Management Committee.
Rupert is a member of the Chartered Institute for Securities & Investment (CISI) having passed the CISI Diploma. He has a degree in Geography from Exeter University and joined the firm in 2001 with previous experience at INVESCO Asset Management and Ely Fund Managers.