Stonehage Fleming Appoints Director In Zurich Family Office

02 Oct 2023


Stonehage Fleming Appoints Director In Zurich Family Office


Zurich, 02 October 2023 – Stonehage Fleming (“Stonehage Fleming” or “the Group”) one of the world’s leading international multi-family offices, announces the appointment of Taymour Mortagui as a Director and Senior Client Relationship Manager in Stonehage Fleming’s Zurich Family Office.

With over 10 years experience, Taymour joins Stonehage Fleming from Covario AG where he was Managing Director and Head of the Middle East. Prior to this, Taymour was a Relationship Manager at Arab Bank Switzerland, and an Assistant Relationship Manager at Bank Am Belevue AG (Investment Partners).

Working closely with Family Office colleagues across the Group, Taymour will focus on driving Stonehage Fleming’s expansion further into the Middle East North Africa market.

Taymour is based in Zurich and will report directly to Caroline Bauer, Head of Family Office Zurich. Taymour’s role is newly created and effective immediately.

Mark McMullen, Partner & CEO of Stonehage Fleming’s Family Office division, commented on the appointment: “We are thrilled to announce the hire of Taymour into our Family Office team in Zurich. Taymour brings invaluable experience and knowledge, in particular of the landscape of the Middle East. His practical experience and relationships will enable us to further expand our presence across the MENA market, as we continue to support some of the world’s leading families and wealth creators across generations and geographies.”

Taymour Mortagui added: “I am delighted to join Stonehage Fleming. I look forward to working alongside their esteemed Family Office team in Zurich, as we continue to build Stonehage Fleming’s business in continental Europe. I am thrilled to further establish the firm, with the help of my colleagues across our global offices, in the rapidly developing MENA market.


Email Copy Link

Stonehage Fleming Holds Final Close on Private Capital Annual Vintage Programme Raising in Excess of $130 Million for the 2023 Fund

04 Sep 2023


Stonehage Fleming Holds Final Close on Private Capital Annual Vintage Programme Raising in Excess of $130 Million for the 2023 Fund


London, 4th September 2023 – Stonehage Fleming, (“Stonehage Fleming” or “the Group”) , one of the world’s leading independently owned multi-family offices, today announces the final close of the Stonehage Fleming Global Private Capital Fund 2023 in excess of $130 million.

The Global Private Capital 2023 Fund is the latest in a series of annual funds for Stonehage Fleming’s innovative private capital programme. Each annual fund invests in six to eight best-in-class managers that will provide underlying exposure to between 70 and 120 high quality portfolio companies.

The Private Capital Annual Vintage Programme seeks to offer its clients access to top-performing segments of the private equity market through a concentrated portfolio, together with accelerated deployment of capital and minimal administrative burden for investors.

The programme’s disciplined portfolio construction aims to lower the risk profile for its clients compared with many of the alternatives. By deploying 50% of the fund at inception, the programme captures the benefits of the private markets from day one and avoids the initial negative returns and cash flows typically experienced by private equity investors in the early days of their portfolio.

Stonehage Fleming has committed a total of over $1.5 billion to private capital markets since 2001. The 2023 Fund will continue the team’s primary investment strategy of focusing on the small and mid-market segments globally.

Graham Wainer, CEO and Head of Investments, Stonehage Fleming Investment Management, said:

“Private capital is a key part of the Stonehage Fleming investment proposition and we are extremely pleased by the strong support from both new and existing investors for this strategy. The successful close of the Stonehage Fleming Private Capital Fund 2023 is a testament to the experienced team and an endorsement for the unique benefits of our approach.”

Mat Powley, Co-Manager of the Stonehage Fleming Private Capital Annual Vintage Programme, said:

“We are thrilled with the final closing of our eighth annual vintage fund and our largest fund to date. We continue to believe that our strategy of building high conviction portfolios of strong performing and hard to access private capital funds, established through our years of experience and long-standing relationships, will benefit our clients and their families for years to come.”

Meiping Yap, Co-Manager of the Stonehage Fleming Private Capital Annual Vintage Programme, said:

“Since its inception, our Private Capital Annual Vintage Programme has recorded double-digit growth in fund size with the 2023 Fund being invested on behalf of over 90 families. We are excited to continue delivering strong returns for our investors as we work towards building a self-funding portfolio of high-quality private equity investments across North America, Europe and Asia.”

All investments risk the loss of capital. Investments in private equity funds involve a high degree of risk and are only suitable for investors who fully understand and are willing to assume the risks involved. This fund is not regulated or authorised by the Financial Conduct Authority and nor are the underlying funds. No guarantee or representation is made that the funds will achieve their investment objective. Unquoted investments may be difficult to sell at a reasonable price because there will not be an active market in those investments and, in some circumstances, they may be difficult to sell at any price. This may inhibit sales in the event of an investor wishing to liquidate part or all of their investment.


Email Copy Link

Stonehage Fleming Announces Promotions Across Europe

24 Jul 2023


Stonehage Fleming Announces Promotions Across Europe


Luxembourg/Switzerland, 24 July 2023 – Stonehage Fleming (“Stonehage Fleming” or “the Group”) one of the world’s leading international multi-family offices, announced a series of promotions across the Group’s offices throughout Europe.

Hélie De Cornois, who heads up the Family Office division in Luxembourg, has been promoted to Partner. He has extensive experience in the estate planning industry and advises ultra-high net worth private clients and investors on a range of domestic and international tax and estate planning matters. Prior to joining Stonehage Fleming in 2021, Hélie was Head of Estate Planning & International Patrimonial Services at Banque Degroof Petercam in Luxembourg.

Also in Luxembourg, Emmanuel Cruz has been promoted to Associate Director in Group Services and Lambertus Brand to Senior Associate in the Corporate Services division.

Within the Family Office division in Switzerland, Kailin Gratix has been promoted to Manager and Blerta Ademi, Deniz Ozler and Sebastien Charpentier to Senior Associate.

Within the Group Services division in Switzerland, Jonathan Biddle, Stefano Marzo and Caryl Vogel have been promoted to Associate Director, Blerinda Ademi and Valerie Buhler to Manager and Silvio Gutierrez, Agid Hadid and Suthasinee Thitiviroon to Senior Associate.

Commenting on the promotions, Jacqui Cheshire, Head of Family Office in Continental Europe said: “Congratulations to all those well-deserving individuals. These promotions across our European offices showcase the exceptional talent and dedication within Stonehage Fleming, as we remain steadfast in our commitment to the long-term success and prosperity of the families and wealth creators we serve. We’d also like to congratulate Hélie on becoming Partner. He has played an influential role in the growth of the business in Europe.”


Email Copy Link

Stonehage Fleming announces series of promotions in the UK

24 Jul 2023


Stonehage Fleming announces series of promotions in the UK


Stonehage Fleming (“Stonehage Fleming” or “the Group”) one of the world’s leading international multi-family offices, announced a series of promotions across the Group’s offerings in the London office.

In the Family Office division Jack Henderson and Anna Wetherell have been promoted to Associate Director, Francesca Maule and Eleanor Sowerbutts to Manager and Edward Durgan to Senior Associate.

Within Investment Management, James Cook has been promoted to Director, Mark Leshnick, Archie Burt and Miki Caves to Associate Director, and Ross Elliott to Manager.

Robyn Bramwell has been promoted to Director in Corporate, Legal and Tax Advisory.

In Group Services, Peter Rogerson has been promoted to Director, Hannah Berry to Associate Director, with Claire Main and Oliver Taylor promoted to Senior Associate.

Carol Mote, Global Head of Human Resources, said: “It is a pleasure to announce these well-deserved promotions across multiple service offerings. Our colleagues are pivotal to the growth and success of our business as we continue to demonstrate our commitment to being the pre-eminent independent adviser to the world’s leading families and wealth creators.”

ENDS


Email Copy Link


Stonehage Fleming Appoints Director In Zurich Family Office


Zurich, 02 October 2023 – Stonehage Fleming (“Stonehage Fleming” or “the Group”) one of the world’s leading international multi-family offices, announces the appointment of Taymour Mortagui as a Director and Senior Client Relationship Manager in Stonehage Fleming’s Zurich Family Office.

With over 10 years experience, Taymour joins Stonehage Fleming from Covario AG where he was Managing Director and Head of the Middle East. Prior to this, Taymour was a Relationship Manager at Arab Bank Switzerland, and an Assistant Relationship Manager at Bank Am Belevue AG (Investment Partners).

Working closely with Family Office colleagues across the Group, Taymour will focus on driving Stonehage Fleming’s expansion further into the Middle East North Africa market.

Taymour is based in Zurich and will report directly to Caroline Bauer, Head of Family Office Zurich. Taymour’s role is newly created and effective immediately.

Mark McMullen, Partner & CEO of Stonehage Fleming’s Family Office division, commented on the appointment: “We are thrilled to announce the hire of Taymour into our Family Office team in Zurich. Taymour brings invaluable experience and knowledge, in particular of the landscape of the Middle East. His practical experience and relationships will enable us to further expand our presence across the MENA market, as we continue to support some of the world’s leading families and wealth creators across generations and geographies.”

Taymour Mortagui added: “I am delighted to join Stonehage Fleming. I look forward to working alongside their esteemed Family Office team in Zurich, as we continue to build Stonehage Fleming’s business in continental Europe. I am thrilled to further establish the firm, with the help of my colleagues across our global offices, in the rapidly developing MENA market.


Email Copy Link


Stonehage Fleming Holds Final Close on Private Capital Annual Vintage Programme Raising in Excess of $130 Million for the 2023 Fund


London, 4th September 2023 – Stonehage Fleming, (“Stonehage Fleming” or “the Group”) , one of the world’s leading independently owned multi-family offices, today announces the final close of the Stonehage Fleming Global Private Capital Fund 2023 in excess of $130 million.

The Global Private Capital 2023 Fund is the latest in a series of annual funds for Stonehage Fleming’s innovative private capital programme. Each annual fund invests in six to eight best-in-class managers that will provide underlying exposure to between 70 and 120 high quality portfolio companies.

The Private Capital Annual Vintage Programme seeks to offer its clients access to top-performing segments of the private equity market through a concentrated portfolio, together with accelerated deployment of capital and minimal administrative burden for investors.

The programme’s disciplined portfolio construction aims to lower the risk profile for its clients compared with many of the alternatives. By deploying 50% of the fund at inception, the programme captures the benefits of the private markets from day one and avoids the initial negative returns and cash flows typically experienced by private equity investors in the early days of their portfolio.

Stonehage Fleming has committed a total of over $1.5 billion to private capital markets since 2001. The 2023 Fund will continue the team’s primary investment strategy of focusing on the small and mid-market segments globally.

Graham Wainer, CEO and Head of Investments, Stonehage Fleming Investment Management, said:

“Private capital is a key part of the Stonehage Fleming investment proposition and we are extremely pleased by the strong support from both new and existing investors for this strategy. The successful close of the Stonehage Fleming Private Capital Fund 2023 is a testament to the experienced team and an endorsement for the unique benefits of our approach.”

Mat Powley, Co-Manager of the Stonehage Fleming Private Capital Annual Vintage Programme, said:

“We are thrilled with the final closing of our eighth annual vintage fund and our largest fund to date. We continue to believe that our strategy of building high conviction portfolios of strong performing and hard to access private capital funds, established through our years of experience and long-standing relationships, will benefit our clients and their families for years to come.”

Meiping Yap, Co-Manager of the Stonehage Fleming Private Capital Annual Vintage Programme, said:

“Since its inception, our Private Capital Annual Vintage Programme has recorded double-digit growth in fund size with the 2023 Fund being invested on behalf of over 90 families. We are excited to continue delivering strong returns for our investors as we work towards building a self-funding portfolio of high-quality private equity investments across North America, Europe and Asia.”

All investments risk the loss of capital. Investments in private equity funds involve a high degree of risk and are only suitable for investors who fully understand and are willing to assume the risks involved. This fund is not regulated or authorised by the Financial Conduct Authority and nor are the underlying funds. No guarantee or representation is made that the funds will achieve their investment objective. Unquoted investments may be difficult to sell at a reasonable price because there will not be an active market in those investments and, in some circumstances, they may be difficult to sell at any price. This may inhibit sales in the event of an investor wishing to liquidate part or all of their investment.


Email Copy Link


Stonehage Fleming Announces Promotions Across Europe


Luxembourg/Switzerland, 24 July 2023 – Stonehage Fleming (“Stonehage Fleming” or “the Group”) one of the world’s leading international multi-family offices, announced a series of promotions across the Group’s offices throughout Europe.

Hélie De Cornois, who heads up the Family Office division in Luxembourg, has been promoted to Partner. He has extensive experience in the estate planning industry and advises ultra-high net worth private clients and investors on a range of domestic and international tax and estate planning matters. Prior to joining Stonehage Fleming in 2021, Hélie was Head of Estate Planning & International Patrimonial Services at Banque Degroof Petercam in Luxembourg.

Also in Luxembourg, Emmanuel Cruz has been promoted to Associate Director in Group Services and Lambertus Brand to Senior Associate in the Corporate Services division.

Within the Family Office division in Switzerland, Kailin Gratix has been promoted to Manager and Blerta Ademi, Deniz Ozler and Sebastien Charpentier to Senior Associate.

Within the Group Services division in Switzerland, Jonathan Biddle, Stefano Marzo and Caryl Vogel have been promoted to Associate Director, Blerinda Ademi and Valerie Buhler to Manager and Silvio Gutierrez, Agid Hadid and Suthasinee Thitiviroon to Senior Associate.

Commenting on the promotions, Jacqui Cheshire, Head of Family Office in Continental Europe said: “Congratulations to all those well-deserving individuals. These promotions across our European offices showcase the exceptional talent and dedication within Stonehage Fleming, as we remain steadfast in our commitment to the long-term success and prosperity of the families and wealth creators we serve. We’d also like to congratulate Hélie on becoming Partner. He has played an influential role in the growth of the business in Europe.”


Email Copy Link


Stonehage Fleming announces series of promotions in the UK


Stonehage Fleming (“Stonehage Fleming” or “the Group”) one of the world’s leading international multi-family offices, announced a series of promotions across the Group’s offerings in the London office.

In the Family Office division Jack Henderson and Anna Wetherell have been promoted to Associate Director, Francesca Maule and Eleanor Sowerbutts to Manager and Edward Durgan to Senior Associate.

Within Investment Management, James Cook has been promoted to Director, Mark Leshnick, Archie Burt and Miki Caves to Associate Director, and Ross Elliott to Manager.

Robyn Bramwell has been promoted to Director in Corporate, Legal and Tax Advisory.

In Group Services, Peter Rogerson has been promoted to Director, Hannah Berry to Associate Director, with Claire Main and Oliver Taylor promoted to Senior Associate.

Carol Mote, Global Head of Human Resources, said: “It is a pleasure to announce these well-deserved promotions across multiple service offerings. Our colleagues are pivotal to the growth and success of our business as we continue to demonstrate our commitment to being the pre-eminent independent adviser to the world’s leading families and wealth creators.”

ENDS


Email Copy Link

Stonehage Fleming Announces Series Of Promotions Across Jersey And The Isle Of Man

19 Jul 2023


Stonehage Fleming Announces Series Of Promotions Across Jersey And The Isle Of Man


Stonehage Fleming (“the Group”) one of the world’s leading international Family Offices, announces that it has made a series of promotions across its Jersey and Isle of Man offices.

In the Jersey Family Office division, Bev Stewart has been promoted to Partner. Bev has over 19 years’ investment banking and financial services experience and works with a number of Stonehage Fleming’s international high-net-worth clients. She provides advice and support to families and their advisors around the globe, aiding the management and coordination of their financial needs. Bev joined the Group as a Director in 2020 from Absa Bank Limited in South Africa.

Also, in the Jersey Family Office division Leigh Driscoll and Monika Osiak Faria have been promoted to Associate Director, and Larni Sobere to Senior Associate.

In the Jersey Group Corporate, Legal and Tax Advisory division, Leanne Stuart has been promoted to Associate Director.

In the Isle of Man Family Office division Samantha Andrews, Keri Breadner and Tessa Burrows have been promoted to Associate Director.

Commenting on the promotions, Greg Harris, Head of Family Office Stonehage Fleming UK and Channel Islands, said: “We are delighted to recognise the outstanding achievements and contributions of our team members in these regions. These promotions demonstrate our commitment to fostering talent, creating opportunities for professional growth, and commitment to meeting the evolving needs of the world’s leading families and wealth creators. It also brings us great pleasure to welcome Bev on becoming Partner in Jersey. Since joining in 2020, she has been an invaluable addition to the team and to the families she advises.


Email Copy Link

Stonehage Fleming Makes Senior Compliance Appointments In Jersey And Guernsey

17 Jul 2023


Stonehage Fleming Makes Senior Compliance Appointments In Jersey And Guernsey


Stonehage Fleming (“Stonehage Fleming” or “the Group”), is delighted to announce recent Risk and Compliance appointments across its Channel Islands offices.

Candice Price has been appointed as the new Head of Risk and Compliance in Guernsey.

With over 31 years’ experience in risk and compliance, working across Guernsey, the UK, South Africa, Switzerland and Mauritius, Candice joined from Overseas Trust and Pension, where she was an Associate Director of Compliance, MLRO and MLCO, covering Guernsey and South Africa.

Candice will work with the Family Office team in Guernsey and risk and compliance teams across the Stonehage Fleming Group. She will also, later in 2023, assume prescribed officer responsibilities in relation to the Compliance Officer (CO), MLRO and MLCO for Stonehage Fleming’s operational entities in Guernsey, reporting to Paul Le Bihan.

Paul Le Bihan, a director in the risk and compliance team, has been promoted to Head of Risk and Compliance in Jersey. He is a Chartered Accountant, with 20 years’ experience in the Jersey financial services sector. Before joining the Group in 2016, he acted as CO, MLCO and MLRO for a Jersey – a US based hedge fund. Currently holding JFSC Key Person positions for the Jersey Corporate Funds division and its regulated clients, he will take over the JFSC registrations for the other Jersey business lines, and management of the Jersey risk and compliance team, from Hamish Ramsay.

Hamish joined the Group in 2017 and has 35 years’ broad experience in international finance. Following the acquisition in January 2022 of Maitland’s private client business, over 300 staff and 5 jurisdictions were added to the Group structure. Consequently, Hamish will now concentrate on his role as Group Head of Risk and Compliance - Family Office, with responsibility for 15 jurisdictions.

Ian Crosby, Global Head of Group Risk and Chairman of Stonehage Fleming Jersey, said: "We are delighted to welcome Candice to Stonehage Fleming. Her extensive experience and exceptional track record in risk and compliance make her an invaluable addition to our team. With her expertise, we are confident in her ability to ensure our clients' compliance needs are met and to drive our commitment to maintaining the highest standards of regulatory governance.

I have worked closely with Hamish and Paul over the last 6 years, and their knowledge, experience and teamwork have ensured that Stonehage Fleming Jersey maintain the highest standards of regulation despite the vast increase in global regulation and the speed of change in this sector. I’m thrilled that the Group have recognised the dedication and hard work of Paul, and his promotion is well deserved.

These appointments also reflect our ongoing dedication to being the distinguished independent adviser to the world’s leading families and wealth creators.”



Email Copy Link

Stonehage Fleming announces senior hire in Guernsey

11 May 2023


Stonehage Fleming announces senior hire in Guernsey


Guernsey, 11 May 2023 – Stonehage Fleming (“Stonehage Fleming” or “the Group”) one of the world’s leading international multi-family offices, is delighted to announce the appointment of Natasha Newell, as Director to the Group’s Family Office team in Guernsey.

Natasha has extensive experience of offshore trusts, having worked as a senior lawyer for some of the world’s leading offshore law firms, most recently Carey Olsen. She began her career as a competition lawyer in Brussels and subsequently qualified as an English barrister. She practiced out of a leading commercial set of barristers’ Chambers in London for over a decade. Natasha moved to Guernsey in 2014 and later qualified as a Guernsey Advocate. Her professional memberships include STEP, ACTAPS and the Chancery Bar Association.

Natasha’s broad commercial law background means that she is well placed to implement sound structured governance frameworks and deal with the types of cross-border estate and succession issues often faced by our clients.

Natasha has been appointed to the Board of Stonehage Fleming (Guernsey) Limited as well as the Boards of its Corporate Trustees and Corporate Directors. She will work closely with the Stonehage Fleming Family Office accounting, banking and investment teams. Her role is effective immediately and she will report directly to Iris Harvey, Head of Family Office Guernsey.

Iris Harvey, Head of Family Office, Stonehage Fleming Guernsey, said: “It is a pleasure to welcome Natasha to Stonehage Fleming. She is a seasoned and accomplished professional who brings a wealth of experience to our existing talented and dedicated team. Her appointment demonstrates our continued commitment to being the pre-eminent independent adviser to the world’s leading families and wealth creators and we are delighted to welcome her to the team.”


Email Copy Link

Stonehage Fleming Appoints Industry Stalwart as Head of Trusts and Estates

18 Apr 2023


Stonehage Fleming Appoints Industry Stalwart as Head of Trusts and Estates


Independent multi-family office Stonehage Fleming is delighted to announce the appointment of Irma Dick to its team of Directors as Head of Trusts and Estates in South Africa.

She was most recently the Deputy Master of the Department of Justice and Constitutional Development at the Master of the High Court; a position she held since 1997. She joins Stonehage Fleming with significant experience on managing legal matters including deceased estates, curatorship estates, and testamentary and inter vivos trusts. Irma is also an admitted attorney.

Layve Rabinowitz, Head of Family Office for Stonehage Fleming in South Africa, said: “Irma brings a wealth of experience to our firm and a unique perspective from her history working at the Master of the High Court. We look forward to the benefits that her extensive knowledge will bring to our clients.”

Irma has been recognised for her professional contributions several times over the years including winning the Project Khaedu award for Core Skills. Project Khaedu looks to align policy development with implementation to create a positive impact on service delivery within government. She has helped to promote the empowerment of women, completed the IADE change leadership course and was awarded for best performance in labour dispute resolution by the LSSA Unisa Distance School for Legal Practice.

Irma Dick said: “I am excited to start this next professional chapter in a long journey working in the law. Stonehage Fleming is a reputable, long-term-orientated brand that I am proud to associate with. It’s a thrill to be able to turn my expertise towards family office and estate planning.”


Email Copy Link


Stonehage Fleming Announces Series Of Promotions Across Jersey And The Isle Of Man


Stonehage Fleming (“the Group”) one of the world’s leading international Family Offices, announces that it has made a series of promotions across its Jersey and Isle of Man offices.

In the Jersey Family Office division, Bev Stewart has been promoted to Partner. Bev has over 19 years’ investment banking and financial services experience and works with a number of Stonehage Fleming’s international high-net-worth clients. She provides advice and support to families and their advisors around the globe, aiding the management and coordination of their financial needs. Bev joined the Group as a Director in 2020 from Absa Bank Limited in South Africa.

Also, in the Jersey Family Office division Leigh Driscoll and Monika Osiak Faria have been promoted to Associate Director, and Larni Sobere to Senior Associate.

In the Jersey Group Corporate, Legal and Tax Advisory division, Leanne Stuart has been promoted to Associate Director.

In the Isle of Man Family Office division Samantha Andrews, Keri Breadner and Tessa Burrows have been promoted to Associate Director.

Commenting on the promotions, Greg Harris, Head of Family Office Stonehage Fleming UK and Channel Islands, said: “We are delighted to recognise the outstanding achievements and contributions of our team members in these regions. These promotions demonstrate our commitment to fostering talent, creating opportunities for professional growth, and commitment to meeting the evolving needs of the world’s leading families and wealth creators. It also brings us great pleasure to welcome Bev on becoming Partner in Jersey. Since joining in 2020, she has been an invaluable addition to the team and to the families she advises.


Email Copy Link


Stonehage Fleming Makes Senior Compliance Appointments In Jersey And Guernsey


Stonehage Fleming (“Stonehage Fleming” or “the Group”), is delighted to announce recent Risk and Compliance appointments across its Channel Islands offices.

Candice Price has been appointed as the new Head of Risk and Compliance in Guernsey.

With over 31 years’ experience in risk and compliance, working across Guernsey, the UK, South Africa, Switzerland and Mauritius, Candice joined from Overseas Trust and Pension, where she was an Associate Director of Compliance, MLRO and MLCO, covering Guernsey and South Africa.

Candice will work with the Family Office team in Guernsey and risk and compliance teams across the Stonehage Fleming Group. She will also, later in 2023, assume prescribed officer responsibilities in relation to the Compliance Officer (CO), MLRO and MLCO for Stonehage Fleming’s operational entities in Guernsey, reporting to Paul Le Bihan.

Paul Le Bihan, a director in the risk and compliance team, has been promoted to Head of Risk and Compliance in Jersey. He is a Chartered Accountant, with 20 years’ experience in the Jersey financial services sector. Before joining the Group in 2016, he acted as CO, MLCO and MLRO for a Jersey – a US based hedge fund. Currently holding JFSC Key Person positions for the Jersey Corporate Funds division and its regulated clients, he will take over the JFSC registrations for the other Jersey business lines, and management of the Jersey risk and compliance team, from Hamish Ramsay.

Hamish joined the Group in 2017 and has 35 years’ broad experience in international finance. Following the acquisition in January 2022 of Maitland’s private client business, over 300 staff and 5 jurisdictions were added to the Group structure. Consequently, Hamish will now concentrate on his role as Group Head of Risk and Compliance - Family Office, with responsibility for 15 jurisdictions.

Ian Crosby, Global Head of Group Risk and Chairman of Stonehage Fleming Jersey, said: "We are delighted to welcome Candice to Stonehage Fleming. Her extensive experience and exceptional track record in risk and compliance make her an invaluable addition to our team. With her expertise, we are confident in her ability to ensure our clients' compliance needs are met and to drive our commitment to maintaining the highest standards of regulatory governance.

I have worked closely with Hamish and Paul over the last 6 years, and their knowledge, experience and teamwork have ensured that Stonehage Fleming Jersey maintain the highest standards of regulation despite the vast increase in global regulation and the speed of change in this sector. I’m thrilled that the Group have recognised the dedication and hard work of Paul, and his promotion is well deserved.

These appointments also reflect our ongoing dedication to being the distinguished independent adviser to the world’s leading families and wealth creators.”



Email Copy Link


Stonehage Fleming announces senior hire in Guernsey


Guernsey, 11 May 2023 – Stonehage Fleming (“Stonehage Fleming” or “the Group”) one of the world’s leading international multi-family offices, is delighted to announce the appointment of Natasha Newell, as Director to the Group’s Family Office team in Guernsey.

Natasha has extensive experience of offshore trusts, having worked as a senior lawyer for some of the world’s leading offshore law firms, most recently Carey Olsen. She began her career as a competition lawyer in Brussels and subsequently qualified as an English barrister. She practiced out of a leading commercial set of barristers’ Chambers in London for over a decade. Natasha moved to Guernsey in 2014 and later qualified as a Guernsey Advocate. Her professional memberships include STEP, ACTAPS and the Chancery Bar Association.

Natasha’s broad commercial law background means that she is well placed to implement sound structured governance frameworks and deal with the types of cross-border estate and succession issues often faced by our clients.

Natasha has been appointed to the Board of Stonehage Fleming (Guernsey) Limited as well as the Boards of its Corporate Trustees and Corporate Directors. She will work closely with the Stonehage Fleming Family Office accounting, banking and investment teams. Her role is effective immediately and she will report directly to Iris Harvey, Head of Family Office Guernsey.

Iris Harvey, Head of Family Office, Stonehage Fleming Guernsey, said: “It is a pleasure to welcome Natasha to Stonehage Fleming. She is a seasoned and accomplished professional who brings a wealth of experience to our existing talented and dedicated team. Her appointment demonstrates our continued commitment to being the pre-eminent independent adviser to the world’s leading families and wealth creators and we are delighted to welcome her to the team.”


Email Copy Link


Stonehage Fleming Appoints Industry Stalwart as Head of Trusts and Estates


Independent multi-family office Stonehage Fleming is delighted to announce the appointment of Irma Dick to its team of Directors as Head of Trusts and Estates in South Africa.

She was most recently the Deputy Master of the Department of Justice and Constitutional Development at the Master of the High Court; a position she held since 1997. She joins Stonehage Fleming with significant experience on managing legal matters including deceased estates, curatorship estates, and testamentary and inter vivos trusts. Irma is also an admitted attorney.

Layve Rabinowitz, Head of Family Office for Stonehage Fleming in South Africa, said: “Irma brings a wealth of experience to our firm and a unique perspective from her history working at the Master of the High Court. We look forward to the benefits that her extensive knowledge will bring to our clients.”

Irma has been recognised for her professional contributions several times over the years including winning the Project Khaedu award for Core Skills. Project Khaedu looks to align policy development with implementation to create a positive impact on service delivery within government. She has helped to promote the empowerment of women, completed the IADE change leadership course and was awarded for best performance in labour dispute resolution by the LSSA Unisa Distance School for Legal Practice.

Irma Dick said: “I am excited to start this next professional chapter in a long journey working in the law. Stonehage Fleming is a reputable, long-term-orientated brand that I am proud to associate with. It’s a thrill to be able to turn my expertise towards family office and estate planning.”


Email Copy Link

Stonehage Fleming Appoints Trustee Director In Jersey

10 Mar 2023


Stonehage Fleming Appoints Trustee Director In Jersey


Stonehage Fleming (“Stonehage Fleming” or “the Group”) one of the world’s leading international multi-family offices, announces the appointment of Sarah Bartram-Lora Reina as a Trustee Director in the Jersey Family Office Division.

Sarah has over 30 years’ of experience in the financial services industry covering retail, private and investment banking; as well as trust and corporate services. She joins Stonehage Fleming from Ocorian Limited, where she was an Executive Director. Prior to this, Sarah was a Client Director at Zedra Trust Company (Jersey) Limited (formerly Barclays Private Bank & Trust Company Limited). Sarah is President of JATCo and was named in Citywealth’s Top 20 Trustees in 2023.

Sarah will work closely with clients, advisers, co-trustees and across divisions and business units within the Stonehage Fleming Group. She is based in Jersey and will report directly to Richard Stride, Head of Family Office Jersey. Her role is effective immediately.

Also joining Stonehage Fleming’s Jersey Family Office team is Claire Strecker as a Director in Risk & Compliance. Claire joins from Hawksford where she was a Fund Compliance Manager. Additional hires of Ashley Correia, Client Relationship Manager, Kim Wink, Compliance Manager, and Henry Mehigan as Senior Client Accountant, have also been made. All roles are effective immediately.

Ian Crosby, Chairman of Stonehage Fleming Jersey, said: “It is a pleasure to welcome Sarah to Stonehage Fleming. Sarah is a seasoned and accomplished Director with a wealth of experience in the financial services industry, she will bring invaluable insight and experience to our team and help to further enhance our offering to our clients.

The hire of Sarah, alongside the other multiple hires, is a further demonstration of our commitment of building out our offering and presence here in Jersey. We are thrilled to welcome so many new faces to our extremely talented Jersey team.”

Sarah Bartram-Lora Reina added: “I am delighted to join Stonehage Fleming and the highly experienced and qualified team. I look forward to working closely with my new colleagues across the Group as we continue to support the ever-evolving client base to ensure effective management of wealth.”


Email Copy Link

Stonehage Fleming Completes Acquisition Of Rootstock Investment Management

03 Mar 2023


Stonehage Fleming Completes Acquisition Of Rootstock Investment Management


Stonehage Fleming (“Stonehage Fleming” or “the Group”), one of the world’s leading international multi-family offices, today announces the completion of its acquisition of the business and assets of Rootstock Investment Management (“Rootstock”), an investment firm based in South Africa. The transaction was previously announced on 21 October 2022.

Effective 1 March 2023, Rootstock’s Worldwide Flexible Fund has been rebranded as the Stonehage Fleming SCI Worldwide Flexible Fund. Rootstock’s Global Equity Fund has been merged into Stonehage Fleming’s Global Best Ideas Equity Fund, which is managed in London by industry leader Gerrit Smit.

Chris Merry, Stonehage Fleming Group CEO commented: “We are pleased to announce the formal completion of our acquisition of Rootstock. Making selected acquisitions to enhance our proposition and increase our scale as a complement to organic growth is part of our strategic plan. We will continue to look for more opportunities to bring our differentiated and comprehensive offering to new clients.”

Stonehage Fleming was advised on the transaction by Stonehage Fleming Advisory and Stonehage Fleming Law.




Email Copy Link

Stonehage Fleming Announced As A Founding Member Of The University Of Westminster’s Chancellor’s Circle

27 Feb 2023


Stonehage Fleming Announced As A Founding Member Of The University Of Westminster’s Chancellor’s Circle


Stonehage Fleming (“the Group”), one of the world’s leading international Family Offices, announces it is one of twelve founding members of the University of Westminster’s Chancellor’s Circle. The Chancellor’s Circle, established by Stonehage Fleming UK Advisory Board Member, Natalie Campbell MBE, is a community of leading organisations who have pledged significant support to University of Westminster students. Natalie Campbell MBE, was installed as the Chancellor of the University of Westminster on Friday 10 February.

The founding partners of the initiative will offer practical support to the University’s students through mentoring, internships and work experience to provide the students with career experience, insights and skills.

Chris Merry, CEO of Stonehage Fleming, said: “We congratulate Natalie on her appointment as Chancellor of the University of Westminster. We are pleased to support her important inaugural initiative, The Chancellor’s Circle.”

“Our commitment to be a founding partner is a demonstration of both our social capital and our focus on the Next Generation. This initiative allows us to support our local community in London and to work with an impressive academic institution which prides itself on its diversity and inclusivity.”

Natalie Campbell, MBE, Stonehage Fleming UK Advisory Board Member, said: “It is an honour to join the University of Westminster as their Chancellor and to be able to provide important opportunities for the students through mentoring and practical experience. The creation of the Chancellor’s Circle will enable students to gain invaluable skills they need as they look to take the next step in their careers.”

“I am grateful for Stonehage Fleming’s support for this initiative and I look forward to introducing our Westminster students to the opportunities of working with an international Family Office.”

For more details about the Chancellor’s Circle and for the full list of founding partners, please visit here.


Email Copy Link

Stonehage Fleming Treasury appoints Director

02 Feb 2023


Stonehage Fleming Treasury appoints Director


Jersey, 2 February 2023 – Stonehage Fleming (“Stonehage Fleming” or “the Group”) one of the world’s leading international multi-family offices, announces the appointment of Ed Hawthorne as Director to Stonehage Fleming Dealing and Treasury Services (Jersey) Limited (“Stonehage Fleming Treasury”).

Ed has over 15 years’ experience in finance and treasury operations and dealing. He joins Stonehage Fleming from Atrium European Real Estate where he was Group Head of Treasury. Prior to this, Ed was Senior Treasury Manager at CPA Global and Treasury Manager at MatchesFashion.com.

Ed will be based in Jersey and will report directly to Stefan Flachsmann, Stonehage Fleming’s Global Head of Financial Services. His role is effective immediately.

Stefan Flachsmann, Global Head of Financial Services Stonehage Fleming, said: “It is a pleasure to welcome Ed to Stonehage Fleming and we look forward to him bringing a fresh perspective to ensure effective strategic and practical management of Stonehage Fleming Treasury. His experience will be invaluable to the Group as we continue to support many of the world’s leading families and wealth creators across generations and geographies.”

Ed Hawthorne added: “I am delighted to join Stonehage Fleming. I look forward to continuing the already comprehensive work its dealing and treasury service provides, acting as a single point of contact for clients’ banking and investment requirements; something which is paramount to risk mitigation across the entirety of a family’s wealth.”

Ed will take over from Graeme Gill who has also decided to step out of his current role as Head of Treasury Services in April and will assume a senior relationship manager role within Stonehage Fleming Group Financial Services. In his new role, Graeme will be responsible for marketing, both externally and internally, the services of Stonehage Fleming Treasury and the solutions of Stonehage Fleming Group Financial Services to support clients’ banking solutions needs.

Stefan Flachsmann said: “We are extremely happy to be able to retain Graeme and his vast knowledge for this new role within Stonehage Fleming. We would like to thank him for all his efforts, commitment and passion in developing and growing Stonehage Fleming Dealing & Treasury over the last 9 years.”


Email Copy Link


Stonehage Fleming Appoints Trustee Director In Jersey


Stonehage Fleming (“Stonehage Fleming” or “the Group”) one of the world’s leading international multi-family offices, announces the appointment of Sarah Bartram-Lora Reina as a Trustee Director in the Jersey Family Office Division.

Sarah has over 30 years’ of experience in the financial services industry covering retail, private and investment banking; as well as trust and corporate services. She joins Stonehage Fleming from Ocorian Limited, where she was an Executive Director. Prior to this, Sarah was a Client Director at Zedra Trust Company (Jersey) Limited (formerly Barclays Private Bank & Trust Company Limited). Sarah is President of JATCo and was named in Citywealth’s Top 20 Trustees in 2023.

Sarah will work closely with clients, advisers, co-trustees and across divisions and business units within the Stonehage Fleming Group. She is based in Jersey and will report directly to Richard Stride, Head of Family Office Jersey. Her role is effective immediately.

Also joining Stonehage Fleming’s Jersey Family Office team is Claire Strecker as a Director in Risk & Compliance. Claire joins from Hawksford where she was a Fund Compliance Manager. Additional hires of Ashley Correia, Client Relationship Manager, Kim Wink, Compliance Manager, and Henry Mehigan as Senior Client Accountant, have also been made. All roles are effective immediately.

Ian Crosby, Chairman of Stonehage Fleming Jersey, said: “It is a pleasure to welcome Sarah to Stonehage Fleming. Sarah is a seasoned and accomplished Director with a wealth of experience in the financial services industry, she will bring invaluable insight and experience to our team and help to further enhance our offering to our clients.

The hire of Sarah, alongside the other multiple hires, is a further demonstration of our commitment of building out our offering and presence here in Jersey. We are thrilled to welcome so many new faces to our extremely talented Jersey team.”

Sarah Bartram-Lora Reina added: “I am delighted to join Stonehage Fleming and the highly experienced and qualified team. I look forward to working closely with my new colleagues across the Group as we continue to support the ever-evolving client base to ensure effective management of wealth.”


Email Copy Link


Stonehage Fleming Completes Acquisition Of Rootstock Investment Management


Stonehage Fleming (“Stonehage Fleming” or “the Group”), one of the world’s leading international multi-family offices, today announces the completion of its acquisition of the business and assets of Rootstock Investment Management (“Rootstock”), an investment firm based in South Africa. The transaction was previously announced on 21 October 2022.

Effective 1 March 2023, Rootstock’s Worldwide Flexible Fund has been rebranded as the Stonehage Fleming SCI Worldwide Flexible Fund. Rootstock’s Global Equity Fund has been merged into Stonehage Fleming’s Global Best Ideas Equity Fund, which is managed in London by industry leader Gerrit Smit.

Chris Merry, Stonehage Fleming Group CEO commented: “We are pleased to announce the formal completion of our acquisition of Rootstock. Making selected acquisitions to enhance our proposition and increase our scale as a complement to organic growth is part of our strategic plan. We will continue to look for more opportunities to bring our differentiated and comprehensive offering to new clients.”

Stonehage Fleming was advised on the transaction by Stonehage Fleming Advisory and Stonehage Fleming Law.




Email Copy Link


Stonehage Fleming Announced As A Founding Member Of The University Of Westminster’s Chancellor’s Circle


Stonehage Fleming (“the Group”), one of the world’s leading international Family Offices, announces it is one of twelve founding members of the University of Westminster’s Chancellor’s Circle. The Chancellor’s Circle, established by Stonehage Fleming UK Advisory Board Member, Natalie Campbell MBE, is a community of leading organisations who have pledged significant support to University of Westminster students. Natalie Campbell MBE, was installed as the Chancellor of the University of Westminster on Friday 10 February.

The founding partners of the initiative will offer practical support to the University’s students through mentoring, internships and work experience to provide the students with career experience, insights and skills.

Chris Merry, CEO of Stonehage Fleming, said: “We congratulate Natalie on her appointment as Chancellor of the University of Westminster. We are pleased to support her important inaugural initiative, The Chancellor’s Circle.”

“Our commitment to be a founding partner is a demonstration of both our social capital and our focus on the Next Generation. This initiative allows us to support our local community in London and to work with an impressive academic institution which prides itself on its diversity and inclusivity.”

Natalie Campbell, MBE, Stonehage Fleming UK Advisory Board Member, said: “It is an honour to join the University of Westminster as their Chancellor and to be able to provide important opportunities for the students through mentoring and practical experience. The creation of the Chancellor’s Circle will enable students to gain invaluable skills they need as they look to take the next step in their careers.”

“I am grateful for Stonehage Fleming’s support for this initiative and I look forward to introducing our Westminster students to the opportunities of working with an international Family Office.”

For more details about the Chancellor’s Circle and for the full list of founding partners, please visit here.


Email Copy Link


Stonehage Fleming Treasury appoints Director


Jersey, 2 February 2023 – Stonehage Fleming (“Stonehage Fleming” or “the Group”) one of the world’s leading international multi-family offices, announces the appointment of Ed Hawthorne as Director to Stonehage Fleming Dealing and Treasury Services (Jersey) Limited (“Stonehage Fleming Treasury”).

Ed has over 15 years’ experience in finance and treasury operations and dealing. He joins Stonehage Fleming from Atrium European Real Estate where he was Group Head of Treasury. Prior to this, Ed was Senior Treasury Manager at CPA Global and Treasury Manager at MatchesFashion.com.

Ed will be based in Jersey and will report directly to Stefan Flachsmann, Stonehage Fleming’s Global Head of Financial Services. His role is effective immediately.

Stefan Flachsmann, Global Head of Financial Services Stonehage Fleming, said: “It is a pleasure to welcome Ed to Stonehage Fleming and we look forward to him bringing a fresh perspective to ensure effective strategic and practical management of Stonehage Fleming Treasury. His experience will be invaluable to the Group as we continue to support many of the world’s leading families and wealth creators across generations and geographies.”

Ed Hawthorne added: “I am delighted to join Stonehage Fleming. I look forward to continuing the already comprehensive work its dealing and treasury service provides, acting as a single point of contact for clients’ banking and investment requirements; something which is paramount to risk mitigation across the entirety of a family’s wealth.”

Ed will take over from Graeme Gill who has also decided to step out of his current role as Head of Treasury Services in April and will assume a senior relationship manager role within Stonehage Fleming Group Financial Services. In his new role, Graeme will be responsible for marketing, both externally and internally, the services of Stonehage Fleming Treasury and the solutions of Stonehage Fleming Group Financial Services to support clients’ banking solutions needs.

Stefan Flachsmann said: “We are extremely happy to be able to retain Graeme and his vast knowledge for this new role within Stonehage Fleming. We would like to thank him for all his efforts, commitment and passion in developing and growing Stonehage Fleming Dealing & Treasury over the last 9 years.”


Email Copy Link


Insights

Q2 Quarterly Investment Outlook - July 2024

The global economy remains in a modest expansion following positive growth surprises

View More

Next Gen 2024: The values of courage, failure and finding purpose

A recap of an exciting week of activities

View More

How can we help?

There is no substitution for a personal conversation. If you are interested in hearing more about how we can help please get in touch and one of our experts will contact you.

Thank you, your message has been received.