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Stonehage Fleming

21 Mar 2019

Stonehage Fleming expands wealth planning team with senior hire

Stonehage Fleming announces the appointment of Julian Vydelingum as Senior Financial Planner in the Wealth Planning team.

WealthBriefing

18 Mar 2019

Trusts, New Swiss Rules & The Wealth Toolbox

The world of trusts, foundations and rules in IFCs are changing constantly. A country where new regulations are coming out, not always under much publicity, is Switzerland. Conversation with Stonehage Fleming.

MoneyMarket

14 Mar 2019

“Simplifying your wealth structure is primarily about consolidation” says South African Director

In a global regulatory environment that is increasing in intensity and demand, the days of overly complex wealth structures are numbered, according to Stonehage Fleming in South Africa. The international multi-family office urges wealthy South African residents faced with growing financial scrutiny to modernise their existing wealth structures to remove unnecessary complexity, while still meeting individual or family’s needs.

Citywire Switzerland

06 Mar 2019

Women in WM: ‘confront difficult situations’, says Geneva head

Ahead of International Women’s Day, Citywire Switzerland has spoken to the women leading wealth management firms across the country to find out what inspired them to pursue their career, how they reached their current position and the lessons they have learned along the way.

Financial Mail, Investors Monthly

01 Mar 2019

The pros of offshore equity

Investors have various opportunities to gain access to global opportunities, but picking the most appropriate investment will ultimately determine returns. Passive offshore funds are one option but Bryan Hatty, chief investment officer at Stonehage Fleming Investment Management in SA, says these investments are not as simple as they seem.

Financial Mail, Investors Monthly

01 Mar 2019

Consider the risks

Global equities are recovering from their poorest annual performance since the 2008-2009 financial crisis. Bryn Hatty, chief investment officer at Stonehage Fleming Investment Management in SA, says opportunities have also emerged in the unlisted, private capital space for investors who are prepared to commit capital for 10 years or longer.

Professional Wealth Management

25 Feb 2019

Catering to the new breed of global family

The greatest challenge such migration presents is keeping a family united, says Ari Tatos, managing partner of Stonehage Fleming. "When you have people growing up in different places and being exposed to different life experiences, a family has to work a lot harder to keep moving in the same direction," he says.

Citywire Wealth Manager

22 Feb 2019

Office Spotlight: Stonehage Fleming Investment Management, London

Q&A with Graham Wainer, CEO at Stonehage Fleming Investment Management, London

Forbes

07 Feb 2019

The Rise of The Family Office: Where do they go beyond 2019?

We saw a growing demand for advice and expertise arising from direct investments,” said Michael Maslinski, Partner at Stonehage Fleming.

Wealth Manager

15 Jan 2019

Hot Funds: 10 Wealth Managers’ Top Picks for 2019

The valuation discount of emerging markets to developed markets, at around 30%, is comparable to the financial crisis, and presents opportunities for skilful managers to benefit from a brighter outlook for 2019. Investors have reacted to a slowing Chinese economy in 2018.

Stonehage Fleming

14 Jan 2019

Stonehage Fleming appoints new Director in Wealth Planning team

Stonehage Fleming, one of the world’s leading independently owned family offices, announces the appointment of Kate Boswell as Director in the Wealth Planning team. With over 10 years of advisory experience, Kate joins Stonehage Fleming from Handelsbanken Wealth Management, where she was a Client Director and Head of Private Office – North. In this role, she was responsible for providing integrated investment, financial and tax planning services to the firm’s wealthiest and most complex clients.

Entrepreneur

09 Jan 2019

3 Important Ways To Foster A Successful Future For Your Business

For any successful business, safeguarding its future through careful succession planning should be an important focus. This applies whether you’re running a large listed business, a family owned business, or a small to medium sized unlisted business. There are interesting parallels to heading a successful family and preserving long term family wealth.