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10 May 2019
The first-gen wealth creators who struggle to talk to their kids about money
Some entrepreneurs believe their wealth is there to be spent and want their family to enjoy it while it lasts. But a consequence could be allowing children to get used to a lifestyle they will not be able to sustain. “It’s very tough to bring your children up with one degree of comfort and expect them as adults to not have any of what they previously had,” says Matthew Fleming, partner at Stonehage Fleming, the multi-family office.
09 May 2019
Stonehage Fleming appoints Business Development Officer
Stonehage Fleming announces the appointment of Julie Gauthier as Business Development Officer in Switzerland.
06 May 2019
Balancing investment return with social responsibility
“Our considerable experience working with client families around the world has confirmed that the correct balance between socially responsible investing and financial return is unique to each family and best driven once a family has effectively discussed and agreed their purpose of wealth." says Reyneke Van Wyk, Head of Stonehage Flemings’ Investment Division in South Africa. ESG investing is an investment strategy that sits one step closer to traditional investment management than SRI strategies.
03 May 2019
The families giving away their children’s inheritance to charity
“Many families are concerned about their children lacking purpose and drive and are keen to either shield them from the wealth, allowing limited funds to be passed down to the next generation,” Lucy Birtwistle, senior associate in Stonehage Fleming’s family office team, told CampdenFB.
03 May 2019
PBI Germany Awards winners announced
Stonehage Fleming win Outstanding Family Office Proposition in Germany
25 Apr 2019
What Happens When Billionaires’ Children Inherit
“I've worked with next-generation family members who say ‘why go to university, what’s the point? No one's going to be impressed with what I do, because my entrepreneurial parents have nailed life,'" says Lucy Birtwistle, a relationship manager at Stonehage Fleming, a multi-family office.
18 Apr 2019
Fears of an imminent US recession are premature
Never mind the inverted short-term yield curve
15 Apr 2019
UHNW Families go cool on traditional leadership
The leadership, risk management and inter-generational dynamics of families have been put under the microscope by the MFO.
15 Apr 2019
Stonehage Fleming appoints Group Chief Financial Officer
Stonehage Fleming announces the appointment of Becton Davis as Group Chief Financial Officer.
11 Apr 2019
The biggest risks facing your high net worth clients
What are some of the biggest risks facing high net worth individuals today?
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.
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.