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The Partners of Stonehage Fleming are delighted to invite you to the Family Investment Conference

We hope you will be able to join us as we share insights from our latest research paper on successful intergenerational wealth transfer, and address some of the investment questions on investors’ minds.


8:30 Registration

9:00 - 12:45 Conference commences

12:45 - 13:45 Buffet lunch

Download Full Programme

In an agenda which will run from 9.00 to 12.45, we will be looking at some of the following issues:

  • How is family leadership changing, and how will this impact wealth transfer between generations?
  • There is clear evidence that socially responsible investing is entering the mainstream. What does this mean in practice for your investments?
  • What are the opportunities and the hurdles when investing in private capital?
  • Amidst all the political noise, what can we expect from major asset classes in 2019?

The occasion will also mark the launch of our research paper, the third in a series of reports looking at strategies for intergenerational wealth transfer, and will be sharing some of the insights gained from interviews and surveys with some [150] clients and friends of the firm.

We are really pleased that we will be joined by Steven B. Klinsky, Founder and Chief Executive Officer of New Mountain Capital, one of our principal private capital investments, who will address some of the questions we know are on the minds of investors in this asset class.

This event is by invitation only. For more information contact Cheryl Bridge or +44 207 087 0182


Graham Wainer

Partner - Chief Executive Officer & Head of Investments, UK
t.+44 207 087 0182
e.Graham Wainer
Registrations closed

Date: 27 November 2018

Time: 08:30

15 Suffolk Street, London, SW1Y 4HG, London


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