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Wealth Adviser

10 Sep 2018

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.

Investment Europe

10 Sep 2018

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.

Stonehage Fleming

10 Sep 2018

Stonehage Fleming Appoints Mona Shah Director of Investment Strategy & Research

"I am delighted to join Stonehage Fleming in September and work alongside such a talented team. I have been impressed by the firm’s commitment to excellence and strong values."

Wealth Manager

24 Jul 2018

Inside the investment minds of 14 wealth managers

14 wealth managers reveal their key calls as we work through the second half. Kirsten Boldarin, Partner Investment Strategy & Research, Stonehage Fleming, London shares her views.

Wealth Briefing

09 Jul 2018

AI Can Boost Our Business

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.

FT Adviser

27 Jun 2018

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.

Private Banker International

26 Jun 2018

Succession Planning: Strategies that work

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

25 Jun 2018

Stonehage Fleming appoints Jersey Partner

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

22 Jun 2018

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).

Jersey - First for Finance

20 Jun 2018

Jersey: building on a trusted reputation

Ian Crosby, Partner at Stonehage Fleming and President of the Jersey Association of Trust Companies explores why Jersey continues to be recognised as the world’s leading jurisdiction for trusts.

Citywire

18 Jun 2018

The Art of Planning

"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.

The Financial Times

14 Jun 2018

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.”