A rapidly evolving world offers huge opportunities for today’s wealth creators. But it also poses significant challenges: economic uncertainty, increasing taxation and regulation, erosion of the right to privacy and public pressure to contribute more to society.
In this environment, never has there been a greater need to protect wealth and manage family succession to ensure a lasting legacy.
Our services have always been developed in response to client needs because we believe we can learn more from listening to clients than imitating competitors. Today, the collective wisdom of our relationships continues to define our approach and our beliefs.
We embrace the values that make a family harmonious and successful, acting with integrity and striving for excellence in everything we do.
We are a family and embrace the values that make a family harmonious and successful. We will treat everyone as we expect to be treated ourselves. We will harness our heritage, listen, trust each other and act as one to benefit our clients, our partners and ourselves.
We will act with integrity and conviction, ask difficult questions of clients and colleagues alike, without exception strive to do the right thing.
We strive for excellence in everything we do and demonstrate this passionate aspiration in how we think, talk, and interact.
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.
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.
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.
We pride ourselves on the exceptional breadth and depth of our technical knowledge. But at Stonehage Fleming we also offer something even more valuable:
We have acquired this wisdom from the experience of working with more than 250 international families, some of them for over four decades.
It is extraordinary how often we draw on the lessons learnt from other families to expedite practical solutions.
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.
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.
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.
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.