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Stonehage Fleming is adviser to many of the world’s leading families and wealth creators. We manage and protect their wealth, often across several geographies and generations.

We have been privileged to support our clients including the Fleming Family over several decades, in the process bringing together talented professionals to offer a range of skills and capabilities rarely found in one firm. Acting as a full service Family Office, or working in conjunction with other trusted advisers, we are able to draw on over 40 years of practical experience helping discerning clients address the challenges of creating and preserving wealth.

Our clients have entrusted us with the management, fiduciary oversight and administration of in excess of US$55bn. We offer our services from twelve offices in nine geographies.

Independently owned by management, staff and a publicly quoted family investment trust with a patient capital philosophy, our goals are precisely aligned with those of the clients we serve.



Our values

We embrace the values that make a family harmonious and successful, acting with integrity and striving for excellence in everything we do.

Our values

We embrace the values that make a family harmonious and successful, acting with integrity and striving for excellence in everything we do.

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The principles that underpin our approach

Principle one

Challenge convention

We have deep roots and traditional values, but we continuously adapt to changing needs. Most wealth managers focus primarily on liquid assets, but we seek to add value across the entirety of the family’s wealth. We understand that the entrepreneur’s view of risk often conflicts with that of professional investment managers. We seek to bridge the gap. We believe the provision of an integrated service requires a different sort of organisation, based on teamwork rather than individual targets.

Principle two

Harness the power of listening

Many businesses are much better at telling you what they offer than understanding what you want. That is why we regard listening and asking insightful questions as a fundamental skill - key to understanding not just what our clients want, but also what they need. Thoughtful listening and well informed questions have helped us become authentic, trusted advisers.

Principle three

Make excellence a prerequisite

Nothing less than excellence is acceptable in all areas of our service. To us, excellence is more than being the best at what we do, it means ensuring our client always receive what is best for them. Whether we are utilising in–house expertise or working with outside specialists, we will always choose what is right for the client.

Principle four

Go beyond technical knowledge

We pride ourselves on the exceptional breadth and depth of our technical knowledge. But at Stonehage Fleming we also offer something even more valuable: practical wisdom. We have acquired this wisdom from the experience of working with international families for over four decades. It is extraordinary how often we draw on the lessons learnt from other families to expedite practical solutions.

Principle five

Act with moral courage

Integrity requires the courage to do the right thing, whatever the pressures may be. One reason we enjoy the trust of our clients is because moral courage is a part of our culture. Our staff are encouraged to speak out, even when they are a lone voice in the crowd. As an outsider on the inside, we can offer impartial opinion that really is in the best interests of the family.

Principle six

Act as one

Our staff are accomplished at thinking from the perspective of the client, rather than seeing things through the prism of their own expertise. We only hire those who excel in a team environment, focused on the client’s interests. Our ‘one-firm-firm’ culture helps all our areas of expertise work together seamlessly, responding to our clients’ needs.

Principle seven

Lead quietly

We are committed to being leaders in our field, but we go about our business quietly and efficiently, because discretion is all important. The best and most durable decisions are generally made by clients and client families themselves, with advisers who support, inform and facilitate the process, rather than trying to impose their own views, solutions or products.

Principle eight

Transcend borders

Many of our clients are global citizens and all our clients value the international perspective we offer, with access to contacts and investment opportunities world-wide. We are an international business, with a presence in 8 jurisdictions around the world. Our culture and approach are shaped by the combination of deep roots in local communities with a modern international outlook.

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Stonehage Fleming journey

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1873

1873


Robert Fleming sets up the business to invest in opportunities, which included the emerging American economy

1923

1923


The Southern Investment Trust is established as a family trust

1932

1932


Robert Fleming & Co. established incorporating the Southern Investment Trust

1970

1970


Jardine Fleming is founded as a joint venture between Jardine Matheson and Robert Fleming & Co.

1976

1976


Stonehage is established in London to provide family office services and to administer trusts, companies and other structures designed for a number of client families from South Africa

1987

1987


Stonehage office opens in Neuchâtel, Switzerland to broaden the offering and to leverage Switzerland’s status as an international financial hub

1997

1997


ABSA, one of Southern Africa’s largest banks acquires 85% of Stonehage

1998

1998


Stonehage establishes its presence in the Channel Islands with the opening of the Jersey office - today the Stonehage Fleming headquarters. Stonehage acquires Nexus Management Limited, a financial services company based in Israel. Israel office opens

2000

2000


Fleming Family & Partners (FF&P) is formed to manage the Fleming Family wealth

2002

2002


FF&P opens the doors to the first non-Fleming clients, drawing on eight decades of experience in the financial services sector

2005

2005


Stonehage becomes 100% management owned through the buyout of ABSA shareholding. The relationship becomes an equal partnership. Independence allows Stonehage to become a true Multi Family Office

2006

2006


Launch of Stonehage Investment Partners, Property and Law services Stonehage opens offices in Cape Town and Johannesburg and launches Stonehage Investment Partners, Property and Law services

2007

2007


Stonehage opens office in Zürich and establishes joint ventures in USA and Australia. This year also marks the launch of the Philanthropy and Art Management services

2009

2009


Stonehage opens Geneva office and launch the Global Direct Equity Strategy

2011

2011


FF&P adds wealth planning to its offering by acquiring a significant minority interest in Asquith & Partners, renamed FF&P Wealth Planning. Zürich based FF&P Suisse acquires Gebhard, Corrodi and Partners (GCP), a respected independent wealth manager for high net worth individuals. Offices open in Luxembourg and Stellenbosch

2015

2015


Stonehage and Fleming Family & Partners merge to become one of the world's leading independently owned family offices

2019

2019


Caledonia Investments acquires a significant minority (35%) stake in Stonehage Fleming

2020

2020


Stonehage Fleming acquires investment management activities of Cavendish Asset Management

1873


Robert Fleming sets up the business to invest in opportunities, which included the emerging American economy

1923


The Southern Investment Trust is established as a family trust

1932


Robert Fleming & Co. established incorporating the Southern Investment Trust

1970


Jardine Fleming is founded as a joint venture between Jardine Matheson and Robert Fleming & Co.

1976


Stonehage is established in London to provide family office services and to administer trusts, companies and other structures designed for a number of client families from South Africa

1987


Stonehage office opens in Neuchâtel, Switzerland to broaden the offering and to leverage Switzerland’s status as an international financial hub

1997


ABSA, one of Southern Africa’s largest banks acquires 85% of Stonehage

1998


Stonehage establishes its presence in the Channel Islands with the opening of the Jersey office - today the Stonehage Fleming headquarters. Stonehage acquires Nexus Management Limited, a financial services company based in Israel. Israel office opens

2000


Fleming Family & Partners (FF&P) is formed to manage the Fleming Family wealth

2002


FF&P opens the doors to the first non-Fleming clients, drawing on eight decades of experience in the financial services sector

2005


Stonehage becomes 100% management owned through the buyout of ABSA shareholding. The relationship becomes an equal partnership. Independence allows Stonehage to become a true Multi Family Office

2006


Launch of Stonehage Investment Partners, Property and Law services Stonehage opens offices in Cape Town and Johannesburg and launches Stonehage Investment Partners, Property and Law services

2007


Stonehage opens office in Zürich and establishes joint ventures in USA and Australia. This year also marks the launch of the Philanthropy and Art Management services

2009


Stonehage opens Geneva office and launch the Global Direct Equity Strategy

2011


FF&P adds wealth planning to its offering by acquiring a significant minority interest in Asquith & Partners, renamed FF&P Wealth Planning. Zürich based FF&P Suisse acquires Gebhard, Corrodi and Partners (GCP), a respected independent wealth manager for high net worth individuals. Offices open in Luxembourg and Stellenbosch

2015


Stonehage and Fleming Family & Partners merge to become one of the world's leading independently owned family offices

2019


Caledonia Investments acquires a significant minority (35%) stake in Stonehage Fleming

2020


Stonehage Fleming acquires investment management activities of Cavendish Asset Management

How can we help?

There is no substitution for a personal conversation. If you are interested in hearing more about how we can help please get in touch and one of our experts will contact you.

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