Family office buys up advice business to strengthen offering

10 Oct 2016


Family office buys up advice business to strengthen offering



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Stonehage Fleming Completes Acquisition of FF&P Wealth Planning

10 Oct 2016


Stonehage Fleming Completes Acquisition of FF&P Wealth Planning


FF&P Wealth Planning, the London based wealth management business, was launched in 2011 following the strategic partnership between Asquith & Partners and Fleming Family & Partners. The business provides integrated planning and investment advice to wealthy individuals and their families. It will operate alongside Stonehage Fleming’s ultra-high net worth client services under the new brand name Stonehage Fleming Wealth Planning.

Stonehage Fleming has had a strong association with FF&P Wealth Planning since the merger of Stonehage and Fleming Family & Partners in 2015. As part of the transaction, Richard Bertin, Susie Hillier and William Tudhope will become Partners of Stonehage Fleming.

Anton Sternberg, CEO Investments, Stonehage Fleming, said: “The UK is a key strategic market for Stonehage Fleming and we are seeing an increasing demand from our clients for long-term financial planning and advice. We have particular experience of dealing with business owners, professionals and clients with complex affairs. Their wealth planning needs must be considered in the context of a wider multi-generational strategy for the family. With the combination of Wealth Planning, Family Office and Investment Management, we believe that we have an exceptional proposition to meet the needs of wealthy clients, both domestic and international.

I am pleased to formally welcome Richard, Susie and their team into the Group. They come with valuable expertise and a strong reputation. They will be a real asset to our firm.”

Richard Bertin, Partner, Stonehage Fleming Wealth Planning, said: “In this low return environment, effective planning for wealth preservation and transfer has never been more important. We are delighted to be fully incorporated into the Stonehage Fleming Group. Our new look demonstrates the combined strength of our businesses and our shared vision of bringing the values and approach of a family office to a broader range of clients across all bands of wealth.”

Susie Hillier, Partner, Stonehage Fleming Wealth Planning, said: “We have been working closely with our colleagues in Stonehage Fleming for some time now. We see real opportunities for us to bring our technical planning expertise in support of their international clients where the second or third generation are settling in the UK. Our integrated approach enables us to provide clients with intergenerational wealth planning at every stage.” To view the new Stonehage Fleming Wealth Planning website, please follow the link.


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Matthew Fleming becomes MCC President

03 Oct 2016


Matthew Fleming becomes MCC President


We are delighted to announce that Matthew Fleming has been appointed as the next President of the Marylebone Cricket club (MCC). MCC is the world’s most active cricket club, the owner of Lord’s Ground and the guardian of the Laws of the game. Founded in 1787, it has been recognised as the sole authority on the Laws of Cricket since its foundation.

Matthew will take up the position from current President, Roger Knight, on the 1st October 2016. Having been an elected member on the Club’s Main committee since 2005, he has become a driving force behind the MCC foundation’s work in Afghanistan, and a well versed and fully supportive member of the board.

Looking forward, Matthew commented, “Next year promises to be a momentous one for the Club - when the new Warner Stand is completed, the refurbishment of the J.P. Morgan Media Centre is finalised and when Lord’s plays host to the ICC Women’s Cricket World Cup Final.”

This is a hugely prestigious appointment for Matthew, who will continue as the Stonehage Fleming partner leading various activities including our successful Next Gen programme, and developing our Succession proposition. I am sure you will join me in congratulating him and wishing him every success in this role. View MCCs announcement here >>


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Stonehage Fleming win STEP Multi Family Office Team of the Year

26 Sep 2016


Stonehage Fleming win STEP Multi Family Office Team of the Year


We are delighted to let you know that Stonehage Fleming was selected as the Multi Family Office Team of the Year at the Society of Trust and Estate Practitioners (STEP) awards in London earlier this month. The STEP awards are recognised as a mark of excellence amongst the global private wealth advisory community, with submissions subject to rigorous analysis by a panel of highly qualified independent judges.

As the largest Multi Family Office in the EMEA region and one of the largest in the world, we have exceptional experience in meeting the often complex needs of wealthy families. We are really proud to have received this independent endorsement of our capabilities from STEP for the second consecutive year and the third time in aggregate.

The judges specifically said: “We were impressed with Stonehage Fleming’s approach to family governance, which is ‘top tier’, as well as the ‘exceptional’ breadth of their offering, performance and expertise.” Our services are designed both to protect and to manage family wealth. In addition to helping families structure their affairs across generations and geographies, we provide advice on the full spectrum of family assets, including commercial interests, property, art and liquid investments where we have over $40 billion under management and administration. We work extensively with other professional firms and advisers, and are always keen to explore how we can further develop these partnerships.

This brings to eight the number of industry awards we have received since Stonehage and Fleming Family & Partners merged in January 2015; we are grateful to our clients for their support and our excellent team for their commitment in making the merger such a success.


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Family office buys up advice business to strengthen offering



Email Copy Link


Stonehage Fleming Completes Acquisition of FF&P Wealth Planning


FF&P Wealth Planning, the London based wealth management business, was launched in 2011 following the strategic partnership between Asquith & Partners and Fleming Family & Partners. The business provides integrated planning and investment advice to wealthy individuals and their families. It will operate alongside Stonehage Fleming’s ultra-high net worth client services under the new brand name Stonehage Fleming Wealth Planning.

Stonehage Fleming has had a strong association with FF&P Wealth Planning since the merger of Stonehage and Fleming Family & Partners in 2015. As part of the transaction, Richard Bertin, Susie Hillier and William Tudhope will become Partners of Stonehage Fleming.

Anton Sternberg, CEO Investments, Stonehage Fleming, said: “The UK is a key strategic market for Stonehage Fleming and we are seeing an increasing demand from our clients for long-term financial planning and advice. We have particular experience of dealing with business owners, professionals and clients with complex affairs. Their wealth planning needs must be considered in the context of a wider multi-generational strategy for the family. With the combination of Wealth Planning, Family Office and Investment Management, we believe that we have an exceptional proposition to meet the needs of wealthy clients, both domestic and international.

I am pleased to formally welcome Richard, Susie and their team into the Group. They come with valuable expertise and a strong reputation. They will be a real asset to our firm.”

Richard Bertin, Partner, Stonehage Fleming Wealth Planning, said: “In this low return environment, effective planning for wealth preservation and transfer has never been more important. We are delighted to be fully incorporated into the Stonehage Fleming Group. Our new look demonstrates the combined strength of our businesses and our shared vision of bringing the values and approach of a family office to a broader range of clients across all bands of wealth.”

Susie Hillier, Partner, Stonehage Fleming Wealth Planning, said: “We have been working closely with our colleagues in Stonehage Fleming for some time now. We see real opportunities for us to bring our technical planning expertise in support of their international clients where the second or third generation are settling in the UK. Our integrated approach enables us to provide clients with intergenerational wealth planning at every stage.” To view the new Stonehage Fleming Wealth Planning website, please follow the link.


Email Copy Link


Matthew Fleming becomes MCC President


We are delighted to announce that Matthew Fleming has been appointed as the next President of the Marylebone Cricket club (MCC). MCC is the world’s most active cricket club, the owner of Lord’s Ground and the guardian of the Laws of the game. Founded in 1787, it has been recognised as the sole authority on the Laws of Cricket since its foundation.

Matthew will take up the position from current President, Roger Knight, on the 1st October 2016. Having been an elected member on the Club’s Main committee since 2005, he has become a driving force behind the MCC foundation’s work in Afghanistan, and a well versed and fully supportive member of the board.

Looking forward, Matthew commented, “Next year promises to be a momentous one for the Club - when the new Warner Stand is completed, the refurbishment of the J.P. Morgan Media Centre is finalised and when Lord’s plays host to the ICC Women’s Cricket World Cup Final.”

This is a hugely prestigious appointment for Matthew, who will continue as the Stonehage Fleming partner leading various activities including our successful Next Gen programme, and developing our Succession proposition. I am sure you will join me in congratulating him and wishing him every success in this role. View MCCs announcement here >>


Email Copy Link


Stonehage Fleming win STEP Multi Family Office Team of the Year


We are delighted to let you know that Stonehage Fleming was selected as the Multi Family Office Team of the Year at the Society of Trust and Estate Practitioners (STEP) awards in London earlier this month. The STEP awards are recognised as a mark of excellence amongst the global private wealth advisory community, with submissions subject to rigorous analysis by a panel of highly qualified independent judges.

As the largest Multi Family Office in the EMEA region and one of the largest in the world, we have exceptional experience in meeting the often complex needs of wealthy families. We are really proud to have received this independent endorsement of our capabilities from STEP for the second consecutive year and the third time in aggregate.

The judges specifically said: “We were impressed with Stonehage Fleming’s approach to family governance, which is ‘top tier’, as well as the ‘exceptional’ breadth of their offering, performance and expertise.” Our services are designed both to protect and to manage family wealth. In addition to helping families structure their affairs across generations and geographies, we provide advice on the full spectrum of family assets, including commercial interests, property, art and liquid investments where we have over $40 billion under management and administration. We work extensively with other professional firms and advisers, and are always keen to explore how we can further develop these partnerships.

This brings to eight the number of industry awards we have received since Stonehage and Fleming Family & Partners merged in January 2015; we are grateful to our clients for their support and our excellent team for their commitment in making the merger such a success.


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Pass the baton: how family offices can survive succession

22 Sep 2016


Pass the baton: how family offices can survive succession


Succession planning is to become one of the greatest risks for family offices as 43% expect a generational transition in the next 10 years, according to a new study.

Michael Maslinski, a partner at Stonehage Fleming, said: ‘Intergenerational transfer is a crucial part of what we do. And within that, we see succession from one generation to the next as not only one of the greatest opportunities, but also the biggest risk that families face.’

Read more via Citywire Wealth Manager


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Stonehage Fleming hires ex-Neptune business development executive

16 Sep 2016


Stonehage Fleming hires ex-Neptune business development executive



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Stonehage Fleming Appoints Business Development Director

12 Sep 2016


Stonehage Fleming Appoints Business Development Director



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Stonehage Fleming hires Neptune man for key business role

12 Sep 2016


Stonehage Fleming hires Neptune man for key business role



Email Copy Link


Pass the baton: how family offices can survive succession


Succession planning is to become one of the greatest risks for family offices as 43% expect a generational transition in the next 10 years, according to a new study.

Michael Maslinski, a partner at Stonehage Fleming, said: ‘Intergenerational transfer is a crucial part of what we do. And within that, we see succession from one generation to the next as not only one of the greatest opportunities, but also the biggest risk that families face.’

Read more via Citywire Wealth Manager


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Stonehage Fleming hires ex-Neptune business development executive



Email Copy Link


Stonehage Fleming Appoints Business Development Director



Email Copy Link


Stonehage Fleming hires Neptune man for key business role



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Panama Papers and the average investor

09 Sep 2016


Panama Papers and the average investor



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The Four Pillars of Wealth

01 Sep 2016


The Four Pillars of Wealth



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Stonehage Fleming makes series of senior appointments

01 Sep 2016


Stonehage Fleming makes series of senior appointments



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Still open for families: Family offices take on the Brexit challenge

23 Aug 2016


Still open for families: Family offices take on the Brexit challenge



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Panama Papers and the average investor



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The Four Pillars of Wealth



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Stonehage Fleming makes series of senior appointments



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Still open for families: Family offices take on the Brexit challenge



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