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.