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 contain information on Stonehage Fleming Global Best Ideas equity Fund. This fund is a collective investment schemes (CIS) managed by entities of Stonehage Fleming Investment Management Limited. This fund has 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
  • This information is not directed at any US person or any person in the US and the information does not constitute an offer or solicitation to buy or sell, or an invitation to buy or sell shares of any Stonehage Fleming fund to any US person or to any person in the US

We have appointed ‘ARM Swiss Representatives SA’ as our Swiss representative for these funds. 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 contain information on Stonehage Fleming Global Best Ideas equity Fund. This fund is a collective investment schemes (CIS) managed by entities of Stonehage Fleming Investment Management Limited. This fund has 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
  • This information is not directed at any US person or any person in the US and the information does not constitute an offer or solicitation to buy or sell, or an invitation to buy or sell shares of any Stonehage Fleming fund to any US person or to any person in the US

We have appointed ‘ARM Swiss Representatives SA’ as our Swiss representative for these funds. 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