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Patrick Guarda

Director – Global Head of Insurance Solutions

Patrick is Global Head of Insurance Solutions for the Stonehage Fleming Group. He has 25 years of leadership experience in life insurance, wealth planning and tax.

Prior to joining the Group in 2025, Patrick was the Head of Wealth Planning Life Insurance Europe & Switzerland, and Chairman of the Board of UBS’ in-house French insurance broker.

Before that, he had led UBS’s Global Wealth Planning Tax Solutions department for 10 years. Prior to UBS, he had worked for 10 years as a tax adviser in top-tier international law firms including Clifford Chance and SJ Berwin. Patrick holds advanced degrees in Law, Finance and Wealth Management, and was admitted to the Paris Bar in 2001.

Find the people with the expertise to meet your needs:

Giuseppe Ciucci

Executive Chairman of the Stonehage Fleming Group

Stuart Parkinson

Chief Executive Officer

Ari Tatos

Managing Partner

Mark McMullen

CEO - Family Office

Ian Crosby

Partner – Chairman, Jersey

Graham Wainer

CEO - Investment Management

Anton Sternberg

Partner, Chairman - UK

John Veale

Partner – Deputy Head of Investments

Lucy Tilley

Group Chief Financial Officer

Gerrit Smit

Partner - Head of Equity Management

Guy Hudson

Partner - Head of Group Marketing & Communications

Reyneke Van Wyk

Partner - Head of South Africa & Investment Management South Africa

Andreas Knecht

Partner - Chief Executive Officer, Investments Switzerland

Bob Reid

Partner - Chief Operating Officer Family Office

Caroline Bauer

Partner - Head of Family Office, Zurich

Dr Charl du Toit

Partner – Head of Tax Division, South Africa

David Bagraim

Partner - Family Office

Jacqui Cheshire

Partner - Head of Family Office, Switzerland

Johan van Niekerk

Partner - Head of Family Office, US

Koos Rossouw

Partner - Family Office

Layve Rabinowitz

Head of Family Office Middle East and Africa

Marguerite Mastenbroek

Partner - Group Marketing

Maria de Peverelli

Executive Chairman – Art Management

Michael Berman

Partner - Head of Client Management

Mike Moodie

Partner - Co-Chairman of Stonehage Fleming Americas

Matthew Fleming

Partner - Head of Family Governance & Succession

Peter Rosenberg

Partner – Co-Chairman of Stonehage Fleming Americas

Philippe De Salis

Partner - Head of Fiduciary, Switzerland

Richard Hill

Partner - Private Markets Advisory

Richard Stride

Partner - Family Office

Bryn Hatty

Partner - Chief Investment Officer Investment Management South Africa

Susie Hillier

Partner - Head of Wealth Planning

Helie de Cornois

Partner & Head of Family Office, Luxembourg

Graham Patrick

Partner - Head of Family Office, Mauritius

Willem Badenhorst

Group Head of Corporate Services and Head of Family Office, Cape Town

Greg Harris

Partner and Head of Family Office – British Islands

Nitzan Olsha

Managing Partner Stonehage Fleming Law Limited

Colin Bird

Managing Partner

Pieter Theron

Director - Head of Monaco office

Kate Boswell

Partner – Family Office

Stefan Flachsmann

Partner - Global Head of Financial Services

Raphael Eber

Head of Corporate Services (Continental Europe)

Matthew Brown

Director - Wealth Planning

Maha Arebi

Director - Head of Corporate & Fiduciary Services, Malta

Jamie Astbury

Director - Client Management

Ralph Awrey

Director - Business Development, Canada

Paula Bagraim

Partner - Tax Advisory

Steve Bakos

Consultant - Family Office

Nigel Beadsworth

Partner - Stonehage Fleming Law

Lorna Beckley

Director – Head of Family Office, Geneva

Carolyn Bell

Partner - Deputy Portfolio Manager - GBI

Nicholas Bernard

Partner - Group Chief Technology Officer

Paul Le Bihan

Director - Risk & Compliance

Lucy Birtwistle

Director – Family Office

Cora Binchy

Head of Fiduciary

Simon Boadle

Senior Adviser, Corporate Finance

Adrian Bottega

Director - Client Management

Lowry Brescia

Associate Director - Family Office

Kim Brown

Partner - Family Office

Guy Brukman

Partner - Family Office

Dena Brumpton

Non-Executive Director

Rudi Bodenstein

Partner - Family Office

Rikus Bouwer

Partner - Family Office

Nick Burchett

Director – Investment Management

Samuele Caporossi

Director - Family Office

Jimmy Chan

Director - Client Management

Rupert Clarey

Director - Legal & Tax Advisory

Sean Curry

Director – Investment Strategy & Research

Becton Davis

Partner - Group Head of Commercial Finance

Alastair Dean

Director - Investment Strategy and Research

Tristan Dolphin

Director – Head of Sustainable Investments

Len Durham

Partner - Stonehage Fleming Law

Peter Egan

Partner - Head of Corporate & Fund Services Mauritius

Mervyn Ellis

Senior Advisor - Family Office

Wayne Elliott

Partner - Head of Family Office, Neuchatel

Ian Ferguson

Partner - Family Office

Robert Fidgen

Director - Family Office

Rebecca French

Director - Family Office

Jaco Geldenhuys

Head of Client Management - Investment Management Switzerland

Graeme Gill

Relationship Manager – Group Financial Services

Guy Gilson

Partner - Investment Management

Ryno Geldenhuys

Director – Family Office

Valerie Geiser

Director - Family Office

Vivian Haines

Director - Stonehage Fleming Law

Bernie Herberg

Director - Family Office

Caspar Helmore

Partner - Investment Management

Priyanka Hindocha

Partner - Head of Family Office UK

Jeffrey A. Hollowniczky

Director

Richard Fitzalan Howard

Senior Adviser - Investment Management

David Ibbotson

Director - Head of Corporate Services, Jersey

Tom Jeffcoate

Partner – Head of Equity Funds Research Analyst

Andrew Joy

Senior Adviser

Steven Kettle

Partner - Investment Management

Robert Kirkby

Non-Executive Director

Tom Leader

Non-Executive Director

Carolyn Levin

Director - Investment Management

Rachelle Lewis

Director - Wealth Planning

Hattie Graham

Director – Wealth Planning

Tim Lewis

Non-Executive Director

Helen Loring

Director - Investment Strategy & Research

Johann Louw

Partner & Group Head of Operations - South Africa

Stuart Makin

Partner - Head of Sports & Entertainment

Savvas Mallas

Partner – Co-Head of Group Business Development

Frank Le Maistre

Partner – Head of Broking Services

Lehani Marais

Partner - Investment Management

Nicholas Mandrinos

Partner - Investment Management

Peter McLean

Director - Head of Multi-Asset Portfolio Solutions

John MIlls

Partner, Chairman - Luxembourg

Neil Montgomery

Director - Head of Risk & Compliance - Family Office and Corporate Services, South Africa

Henry Moss

Director - Stonehage Fleming Law

Paul Mumford

Director – Investment Management

Katie Mundell

Partner - Group Head of Risk & Compliance, UK & Investments

Elana Nel

Director - Tax Advisory

James Newell

Director - Investment Management

Scott Oliphant

Partner - Client Management

Karen Oliver

Director - Family Office

Darren Orelowitz

Director - Family Office

Nick Pilnick

Director - Investment Management

Jean-Pierre Du Plessis

Director - Equity Management South Africa

Mathew Powley

Partner - Private Capital

Hamish Ramsay

Partner – Group Head of Risk and Compliance - Family Office, Corporate Services, Legal and Tax Advisory

Andrew Nolan

Senior Adviser

Paul Roberts

Director - Head of Family Office Accounting

Gian Rossi

Non-Executive Director

John Ross-Munro

Partner

Grant Rogerson

Partner - Family Office

Eva Sheppard

Partner - Client Management

Hamish Sinclair

Partner - Business Development

Mark Sloan

Director - Equity Management

Nick Smith

Partner

Ezra Sofer

Partner - Family Office

Bruce Sinclair

Trustee Director - Family Office

Doris Sommavilla

Director - Family Office

Richard Stuart-Findlay

Director - Family Office

Kieren Stuttaford

Director - Shareholder Services

Thomas Stejskal

Director - Investment Management

Bev Stewart

Partner - Head of Family Office Jersey

Mark Swart

Partner – Client Relationship Manager

Mark Sullivan

Partner - Client Management

Kitty Tait

Director - Head of Content - Group Marketing

Christelle Theurillat

Partner - Head of Family Office Client Support

Ariane Vansimpsen

Director

Ana Ventura

Partner – Family Office

Simon Ward

Partner - Client Management

Paul Weldon

Partner - Sports & Entertainment

Paul Wiseman

Director - Senior Client Relationship Manager

Thomas Withington

Director - Equity Management

Meiping Yap

Director - Private Capital

Thiam Marais

Partner - Head of Family Office, Stellenbosch

Thys du Toit

Partner

Stephen Canton

Lawyer – Stonehage Fleming Law

Jenny Heunes

Senior CRM

Damien Jaquet

Associate Director – Investment Management

Philip Richardson

Director - Investment Management

Benjamin Kraft

Director - Chief of Staff, Investment Management UK

Anna Wetherell

Head of Operations - Wealth Planning

Elanor Sowerbutts

Operations Manager - Wealth Planning

Patrick Lynch

Director

Tom Lloyd-Read

Associate Director – Wealth Planning

Adam Turner

Associate Director – Wealth Planning

Mark Adams

Associate Director – Wealth Planning

Christopher Abel

Wealth Planning Adviser - Wealth Planning

James Hoare

Senior Wealth Planning Adviser – Wealth Planning

Jason Ridley

Senior Wealth Planning Adviser – Wealth Planning

Sophia Adams

Senior Wealth Planning Adviser – Wealth Planning

Cara Jackson

Client Relationship Associate – Wealth Planning

Kraig Baldwin

Client Relationship Associate - Wealth Planning

Sianah Brock

Client Relationship Associate - Wealth Planning

Kelly Ward

Senior Associate - Equity Management

Mark Leshnick

Director - Client Management

James Cook

Director – Client Management

Miki Caves

Director – Client Management

Irma Dick

Director - Head of Trusts & Estates, South Africa

Ed Hawthorne

Operations Director - Financial Services

Anna Smith

Senior Collection Manager - Art Management

Denise Morax

Associate Director - Art Management

Edward McDonald

Director - Private Capital

Rubina Romanelli

Art Advisor & Senior Collection Manager - Art Management

Catherine Kenny

Director - Head of Group Internal Audit

Robyn Bramwell

Director

Laura Perkins

Director

Briar Lock

Head of Risk & Compliance (Investment Management) South Africa

Damien Grummitt

Director - Group Head of Reward

Gillian Ralston Jordan

Partner and Head of the Family Office Guernsey

Andrea Kruger

Director - Family Office

Selu Mdlalose

Director - Family Office

Maxine Lace

Director - Family Office

Chris Cameron

Trustee Director – Family Office

Peter Walford

Managing Partner Monaco

Chiara Deceglie

Director - Legal & Governance, Luxembourg

Bernard Berger

Director - Family Office

Taymour Mortagui

Director - Senior Relationship Manager

Simon Brugelmann

Manager - Family Office

Lylanie Berg

Associate Director – Internal Audit

Tanja Bernat

Director - Head of Client Relationship Management

Monean Winterbach

Director – Group Marketing

Paul Trilivas

Senior Equity Analyst - Investment Management

Elliot Domingue

Manager

Andrew Miller

Manager

Aaron Fleishman, CFA

Senior Associate

Prandhana Naidu

Director – Equity Management

Mide O'Donnell Ruhan

Paralegal - London

Claire Gardener

Director - Group Finance

Ashley Allen

Partner - Investment Management

Alasdair McLaren

Director – Family Office

Edouard Chatenoud

Strategic Adviser

Adrien Dassault

Strategic Adviser

Samantha Holder-Leak

Director - Family Office

Alexander Ludbrook-Miles

Director – Corporate Services

Patrick Guarda

Director – Global Head of Insurance Solutions