“The most rewarding part of the role is partnering with clients and their families and ensuring peace of mind over the long term”
- Phone number
- 020 3201 4283
Rupert joined RBC Brewin Dolphin in September 2025 and is a Wealth Director, providing wealth planning and investment advice to entrepreneurs, business owners, professionals and those with inherited wealth. His advice covers business exits, estate and inheritance planning and ongoing tax efficiency.
The first 16 years of his career were spent as a British Army Officer; Rupert started his financial career at JP Morgan’s Corporate and Investment Bank division and subsequently worked as a private banker at Berenberg and LGT Wealth Management. Educated at Cambridge University and the UK Defence Academy, He holds the PCIAM level 6 qualification.