Services

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.

The Key Characteristics:

  • A centralised investment process with portfolios constructed by a team led by the Head of Investments.
  • Best investment ideas across five core asset classes are implemented through a combination of direct securities and carefully analysed third party managers of funds.
  • Portfolios are managed relative to a set of strategic long-term asset class targets.
  • The range of mandates reflect differing client risk appetites.
Role Client SFIM Joint
Establishing the mandate
Strategic asset allocation
Tactical asset allocation
Manager selection
Incorporating structuring considerations
Currency management
Market views
Custodian and counterparty monitoring
Consolidated reporting

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.

The Key Characteristics:

  • You determine your desired level of involvement e.g. whether you are to be consulted on every investment decision or retain the right of veto on new portfolio investments.
  • The mandate can be customised to reflect your unique circumstances preferences.
  • Depending on your risk appetite a variety of investment profiles can be accommodated.
Role Client SFIM Joint
Establishing the mandate
Strategic asset allocation
Tactical asset allocation
Manager selection
Incorporating structuring considerations
Currency management
Market views
Custodian and counterparty monitoring
Consolidated reporting

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.

The Key Characteristics:

  • We work with you via an investment committee to agree your strategy.
  • We provide input on governance, strategy and individual investments.
  • We review your existing positions and assess new ideas.
  • We source ideas to help you implement a desired exposure.
  • We introduce ideas generated by our research process and wider firm connections.
  • The service is highly customised.
Role Client SFIM Joint
Establishing the mandate
Strategic asset allocation
Tactical asset allocation
Manager selection
Incorporating structuring considerations
Currency management
Market views
Custodian and counterparty monitoring
Consolidated reporting


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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.

 
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The following web pages are only available to "Institutional Investors" and "Professional Investors" domiciled in Switzerland in accordance with Federal Act on Financial Services ("FAFS"). Under Article 4 of FAFS "Institutional Investors", include FINMA Regulated entities. "Professional Clients" are defined as Companies with professional treasury operations, Large Companies, Occupational Pension Schemes with professional treasury operations, Private Investment Structures with professional treasury operations created for High-Net-Worth Retail Clients, and High-Net-Worth-Individuals ("HNWI"). HNWI are defined as individuals 1) who on the basis of training, education and professional experience or on the basis of comparable experience in the financial sector, possess the necessary knowledge to understand the risks associated with the investments and have at their disposal assets of at least CHF 500,000; or 2) have at their disposal assets of at least CHF 2 million. By clicking on the button "I agree" you certify that: 1) you are domiciled in Switzerland 2) you are a 'Qualified Investor' or 'Professional Investor' under Article f of 'FAFS'

We have appointed 'ARM Swiss Representatives SA' as our Swiss representative for the following funds: Stonehage Fleming ("SF") Global Best Ideas, SF Global Sustainable Equity Fund, SF Global Multi Asset Portfolio, and SF Private Capital Fund. The paying agent in Switzerland is Banque Heritage S.A. 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

I confirm I am accessing the website from the country indicated.

 

The following web pages are only available to "Institutional Investors" and "Professional Investors" domiciled in Switzerland in accordance with Federal Act on Financial Services ("FAFS"). Under Article 4 of FAFS "Institutional Investors", include FINMA Regulated entities. "Professional Clients" are defined as Companies with professional treasury operations, Large Companies, Occupational Pension Schemes with professional treasury operations, Private Investment Structures with professional treasury operations created for High-Net-Worth Retail Clients, and High-Net-Worth-Individuals ("HNWI"). HNWI are defined as individuals 1) who on the basis of training, education and professional experience or on the basis of comparable experience in the financial sector, possess the necessary knowledge to understand the risks associated with the investments and have at their disposal assets of at least CHF 500,000; or 2) have at their disposal assets of at least CHF 2 million. By clicking on the button "I agree" you certify that: 1) you are domiciled in Switzerland 2) you are a 'Qualified Investor' or 'Professional Investor' under Article f of 'FAFS'

We have appointed 'ARM Swiss Representatives SA' as our Swiss representative for the following funds: Stonehage Fleming ("SF") Global Best Ideas, SF Global Sustainable Equity Fund, SF Global Multi Asset Portfolio, and SF Private Capital Fund. The paying agent in Switzerland is Banque Heritage S.A. 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 information is directed only to Canadian residents that are "accredited investors" as defined under section 1.1 of National Instrument 45-106 Prospectus Exemptions and "permitted clients" as defined under section 1.1 of National Instrument 31-103 Registration Requirements, Exemptions and Ongoing Registrant Obligations. This information is not, and under no circumstance to be construed as, an offering memorandum, an advertisement or a public offering of any securities described herein in any province or territory of Canada (each, a "Canadian Jurisdiction"). Under no circumstances is this information to be construed as an offer to sell securities or the provision of advice in relation to any securities. Any offer or sale of any securities described in this information will be made pursuant to the definitive private placement documents for the securities. In addition, any offer or sale of, or advice on, any securities described in this information will be made only by a dealer or adviser registered or relying on an exemption from registration in the applicable Canadian Jurisdiction. No Canadian securities regulatory authority has reviewed or in any way passed upon the information contained in this website or the merits of any securities described in it, and any representation to the contrary is an offence.

By clicking on the button "I agree" you certify that you are an accredited investor as defined under section 1.1 of National Instrument 45-106 Prospectus Exemptions and "permitted clients" as defined under section 1.1 of National Instrument 31-103 Registration Requirements, Exemptions and Ongoing Registrant Obligations.

 

This information on this website is only intended for a) Qualified Clients, within the meaning of that term in the Israeli Investment Advice, Investment Marketing and Portfolio Management Law 1995, OR b) Qualified Investors within the meaning of First Addendum to the Israeli Securities Law 1968. It is not intended for any other type of investor. If you are unsure about whether you meet the criteria as a Qualified Client or Qualified Investor, please seek legal advice prior to reviewing this information.

By clicking on the button "I agree" you certify that you are a) a Qualified Client, within the meaning of that term in the Israeli Investment Advice, Investment Marketing and Portfolio Management Law 1995, OR b) Qualified Investors within the meaning of First Addendum to the Israeli Securities Law 1968.

 

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.

 
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