Establishing an investment portfolio with globetrotting couple after move to United Kingdom

Throughout their successful careers, the Butterworths’ have enjoyed living in different parts of the world. However, as they began to plan for their retirement and a move back to the UK with their young children, they realised the need for a new investment manager. The couple first came across Stonehage Fleming Investment Management through an introduction from our direct equities team, where it quickly became clear that they were seeking a broader mandate to meet their evolving investment requirements.

Butterworth’s Goals

  • Establish themselves in Britain in terms of investment portfolio.
  • Set up tax efficient structure with a long term view for their children.
  • Agree a plan for investment going forward with a medium to long-term strategy (initially with GBP 25 million for investment).

Our Recommendations

  • Facilitated a series of in-depth discussions over a six-month period to establish the Butterworths’ fundamental investment priorities.
  • Alongside wealth planning team, assisted with establishment of structures suitable for their personal investments, as well as those for long-term custody for their children.
  • Implemented three comprehensive strategies, including a balanced personal portfolio for the shorter and medium terms, along with two distinct growth portfolios with different longer-term goals and investment objectives.
  • Wealth Planning introduced an offshore bond wrapper for one of the portfolio structures, with inter-generational transfer of wealth to the children in mind, incorporating very long-term investment horizon.
  • Assisted the process of sourcing a new tax adviser.

Outcomes (To Date)

  • Sophisticated, multi-strategy, implementation that goes beyond the Butterworths’ previous investment portfolio.
  • Core reporting functions have been established.
  • The launching of various structures to now reach a fully built-outgroup of portfolios, each with different objectives and methods of implementation, which are fit for their long-term goals.
  • Established in depth-relationship with SFIM UK, which has now progressed to include different Stonehage Fleming teams alongside discretionary investment management, such a short-term cash management portfolio through our Fixed Income team.
  • Alongside the offshore bond wrapper we assisted with the launching of a family investment company and the surrounding advice was tied in with finding them a legal adviser that could help launch the company but also was also be retained to do update their wills etc.

Disclaimer: Please note, all case studies have been carefully anonymised. Although scenarios are based on real life events they have been fictionalised and are an amalgamation of client experiences. All names, locations and occupations have been replaced with pseudonyms.


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