Stonehage Fleming appoints director of investment strategy and research
Family office Stonehage Fleming has appointed Mona Shah as Director, Investment Strategy and Research in London.
Shah will report into John Veale, the Deputy Head of Investments and will be a member of the Investment Committee. She will be responsible for the selection and review of managers for use in multi-asset client portfolios.
Stonehage Fleming appoints investment strategy director
Stonehage Fleming has appointed Mona Shah as director, Investment Strategy and Research in London, effective September 2018. Shah will report into John Veale, deputy head of Investments and will be a member of the Investment Committee. She will be responsible for the selection and review of managers for use in multi-asset client portfolios.
The Chief Technology Officer at multi-family office Stonehage Fleming says the firm is optimistic about how Artificial Intelligence technologies can improve its business. But he does not see the firm competing with fintechs.
Helping to make the earnings from professional sport last a lifetime
Matthew Fleming, a partner at Stonehage Fleming Group and himself a former professional cricketer, said sportsmen and women are a fairly unique group because their earning power typically peaks at a young age.
Mark McMullen, partner - CEO – family office at Stonehage Fleming (Switzerland), explains the practicalities of successful succession planning. He also explains succession planning’s growing importance as a tool for long-term risk management.
Stonehage Fleming announces the appointment of Paul Matthams as Partner within the Family Office division. Paul joins from leading offshore law firm Carey Olsen where he has been a Partner for nearly twenty years as well as Head of the firm’s Trusts and Private Wealth Group from October 2005 to June 2016.
Stonehage Fleming bolsters Wealth Planning team with Senior Hire
With sixteen years’ financial planning experience Matthew joins Stonehage Fleming from Thomas Miller Wealth Management, where he was appointed Partner in 2015, having first joined the firm in 2006 (Thomas Miller acquired Broadstone/BDO Investment Management in December 2014).
"It is our job to protect not only the family wealth, but also their reputation. Minding assets isn't enough: you need to take care of the whole family", says Jacqui Cheshire, Partner - Head of Family Office Switzerland. Camilla Giannoni, Citywire CH, discovers how Stonehage Fleming’s holistic approach encompasses everything from succession planning and complex regulatory reporting to art management.
Next Gen’ clients seek greener, leaner wealth managers
“The attitude of the younger generation of client is very different [from their parents],” says Matthew Fleming, partner at family office Stonehage Fleming. “There has been an unmistakable shift in the past five years towards impact and sustainability through overtly responsible investing.”