The Stonehge Fleming Journey

With a heritage dating back to 1873, and a sixth generation family at our core, we have a rich history and a culture of continuous innovation and adaption. Our award-winning proposition and client-centric approach has led us to becoming the leading independently owned Family Office Group in EMEA.

1873
Fleming Family & Partners
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.

Stonehage
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

2011

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
2018
Stonehage Fleming enters into a strategic alliance with Lombard International Assurance, a global leader in wealth planning solutions
Stonehage Fleming announces a strategic alliance with Glenmede, an independently owned private wealth and institutional investment management firm
Caledonia Investments (Cayzer Family), a listed investment trust acquires a significant minority stake in Stonehage Fleming
Present