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Investment Management

PRIVATE INVESTORS

We work with private clients and families, their interests and advisers. We are able to draw on a well-resourced and seasoned investment team to construct portfolios, and our Family Office experience to understand where liquid investment assets sit in the context of a family’s wider wealth.

Portfolio Management

Investments are diversified across several asset classes that may include equities, fixed income, real estate, private capital and alternative investments. Your portfolio is constructed selecting funds managed by talented investors from across the industry, blending their skills to meet a variety of risk-return objectives.

Equity Management

Equity management has a single focus - investment in best of breed global businesses for their quality, strategic competitive edge and value. Our global best investment ideas are encapsulated in a focused 25-stock portfolio.

Click here to find out more about our Global Best Ideas Equity Fund including our specialist team, investment process and to download Fund related resources.

Services

Discretionary

We will agree with you your objectives, and attitude to risk and return. We sign an agreement in which you appoint us to manage your portfolio on a discretionary basis.

Advisory

We will agree with you your objectives, attitude to risk and return, and the level of involvement you wish to have in the investment decision making process. Advisory portfolios often reflect the composition of discretionary portfolios with similar objectives, but we require your approval prior to making investments. An advisory relationship will often move to a discretionary basis over time.

Gatekeeper

Investment policy and strategy are entirely customised to your requirements. We act as your Chief Investment Officer, providing counsel on governance, structure, strategy, and specific investment decisions, whether implemented through individual securities or third party funds. All decisions are jointly agreed.



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Investment Management

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Group Website

The following web pages contain information on Stonehage Fleming Global Best Ideas equity Fund & Stonehage Fleming Global Private Capital Fund. These funds are collective investment schemes (CIS) managed by entities of Stonehage Fleming Investment Management Limited. These funds have not been approved by the Swiss Financial Market Supervisory Authority (FINMA) for distribution in or from Switzerland to Non-Qualified (retail) investors. The information contained in the following pages is only directed to "Qualified Investors" domiciled in Switzerland, in accordance with Article 10 of the Federal Act on Collective Investment Schemes of 23 June 2006 ("CISA").

By clicking on the button "I agree" you certify that: 1) you are domiciled in Switzerland 2) you are a 'Qualified Investor' in accordance with 'CISA'. A 'Qualified Investor' is defined as:

  • Regulated financial intermediaries such as banks, insurance companies, fund management companies and asset managers of collective investment schemes
  • Public entities and retirement benefits institutions with professional treasury operations
  • Companies with professional treasury operations
  • Independent (unregulated) asset managers who act under discretionary management mandates for HNW individuals who have each opted to be considered as Qualified Investors
  • We have appointed ‘ARM Swiss Representatives SA’ as our Swiss representative for these funds. The paying agent in Switzerland is Banque Cantonale de Genève. The Prospectus and the Articles, KIIDs and additional documentation including the annual and semi-annual report can be obtained free of charge from the representative in Switzerland. Full contact details are contained within the fund documentation.

 

This site is not available in your jurisdiction. If you require further information about Stonehage Fleming Investment Management please contact us at enquiries@stonehagefleming.com.

 
Group Website
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This site is not available in your jurisdiction. If you require further information about Stonehage Fleming Investment Management please contact us at enquiries@stonehagefleming.com
 
Group Website