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Penny Roberts

Client Relationship Associate – Wealth Planning

Penny is a Client Relationship Associate within the Wealth Planning Division, working alongside key advisers who look after a broad spectrum of UK based private clients with a particular focus on mid to late career Professionals and Board Directors.

Prior to joining the Group, Penny spent her career at Coutts & Co most recently in their Wealth Management Division as a Wealth Analyst.

Find the people with the expertise to meet your needs:

Chris Merry

Group Chief Executive Officer

Giuseppe Ciucci

Managing Partner & Deputy Chairman of the Board

Ari Tatos

Managing Partner

Mark McMullen

CEO - Family Office

Ian Crosby

Partner – Chairman, Jersey

Adrian Gardner

Group Chief Operating Officer (COO)

Graham Wainer

CEO - Investment Management

Johan Van Zyl

Partner & Chairman - South Africa

Herman Troskie

Partner and Chief Executive Officer - Corporate, Legal & Tax Advisory

John Connolly

Group Chairman

Anton Sternberg

Chairman – UK Family Office

Shelby du Pasquier

Non-Executive Director

John Veale

Partner – Deputy Head of Investments

Gerrit Smit

Partner - Head of Equity Management

Guy Hudson

Partner - Head of Group Marketing & Communications

Reyneke Van Wyk

Partner - Head of Investment Management South Africa

Andreas Knecht

Partner - Chief Executive Officer, Investments Switzerland

Bob Reid

Partner - Head of Group Enablement

Caroline Bauer

Partner - Head of Family Office, Zurich

Dr Charl du Toit

Partner – Tax Advisory, Family Office

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 - Head of Family Office, Canada

Matthew Fleming

Partner - Head of Family Governance & Succession

Peter Rosenberg

Partner – Head of US

Philippe De Salis

Partner - Head of Fiduciary, Switzerland

Richard Hill

Partner - Corporate Finance

Richard Stride

Partner - Family Office

Bryn Hatty

Partner - Chief Investment Officer Investment Management South Africa

Susie Hillier

Partner - Head of Wealth Planning

Andrew Clarke

Partner - Head of Business Development

Hélie de Cornois

Director & Head of Family Office, Luxembourg

Graham Patrick

Director - Head of Family Office, Mauritius

Willem Badenhorst

Partner and Head of Corporate Services

Greg Harris

Partner and Head of Family Office – British Islands

Iris Harvey

Partner

Nitzan Olsha

Managing Partner Stonehage Fleming Law Limited

Michael Dabrowski

Partner and Head of Corporate Services - Mauritius

Colin Bird

Partner

Pieter Theron

Director - Head of Family Office, Monaco

Stefan Flachsmann

Partner - Global Head of Financial Services

Kate Boswell

Partner – Wealth Planning

Matthew Brown

Director - Wealth Planning

Sophia Adams

Wealth Planning Adviser – Wealth Planning

Ashley Allen

Director - Client Management

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

Prue Beaney

Director - Family Office

Lorna Beckley

Director – Family Office

Nicholas Bernard

Partner - Group Chief Technology Officer

Paul Le Bihan

Director - Risk & Compliance

Lucy Birtwistle

Director – Family Office

Cora Binchy

Partner - Family Office

Simon Boadle

Senior Adviser and Chairman, Corporate Finance

Adrian Bottega

Director - Client Management

Lowry Brescia

Associate Director - Family Office

Kim Brown

Partner

Steven Brown

Director - Group Business Development

Matthew Bruce

Wealth Planning Adviser – Wealth Planning

Guy Brukman

Director - Family Office

Dena Brumpton

Non-Executive Director

Rudi Bodenstein

Partner - Family Office

Sophia Booysen

Director - Family Office

Rikus Bouwer

Director - Family Office

Nick Burchett

Director – Investment Management

Natalie Campbell

UK Advisory Board Member

Samuele Caporossi

Director - Family Office

Jimmy Chan

Director - Client Management

Jeremy Cline

Director - Stonehage Fleming Law

Rupert Clarey

Director - Legal & Tax Advisory

Sean Curry

Director – Investment Strategy & Research

Becton Davis

Partner - Group Chief Financial Officer

Alastair Dean

Director - Investment Management

Tristan Dolphin

Director – Investment strategy & research

Len Durham

Partner - Stonehage Fleming Law

Peter Egan

Partner - Corporate Services

Mervyn Ellis

Partner - Family Office

Wayne Elliott

Partner - Family Office

David R. Elwell

Partner - Family Office, US

Liz Evans

Director – Investment Management

Ian Ferguson

Partner - Family Office

Robert Fidgen

Director - Family Office

Pawel Sniegocki Fink

Partner – Chief Investment Officer Switzerland & Liechtenstein

Rebecca French

Director - Family Office

Hilton Froneman

Director - Investment Management

Jaco Geldenhuys

Director - Investment Management

Graeme Gill

Partner - Head of Treasury Services

Guy Gilson

Partner - Investment Management

Hattie Graham

Associate Director – Wealth Planning

Ryno Geldenhuys

Director – Family Office

Valerie Geiser

Director - Family Office

Vivian Haines

Director - Stonehage Fleming Law

Brendan Harmse

Director - Head of Corporate Services, South Africa

Bernie Herberg

Director - Family Office

Caspar Helmore

Partner - Client Management

Priyanka Hindocha

Director - Family Office

Jeffrey A. Hollowniczky

Director and Tax Manager – Family Office, US

Richard Fitzalan Howard

Senior Adviser - Investment Management

David Ibbotson

Director - Corporate Services

Tom Jeffcoate

Partner - Head of Equity Funds, Research Analyst

Andrew Joy

Senior Adviser

Steven Kettle

Partner - Client Management

Robert Kirkby

Non-Executive Director

Tom Leader

Non-Executive Director

Carolyn Levin

Director - Investment Management

Rachelle Lewis

Director - Wealth Planning

Nicholas Toubkin

Director – Wealth Planning

Mark Adams

Senior Wealth Planning Adviser – Wealth Planning

Tim Lewis

Non-Executive Director

Tom Lloyd-Read

Technical Planning Manager – Wealth Planning

Helen Loring

Director - Investment Strategy & Research

Johann Louw

Partner & Chief Operating Officer - South Africa

Stuart Makin

Partner - Head of Sports & Entertainment

Savvas Mallas

Partner – Family Office

Frank Le Maistre

Partner – Head of Broking Services

Lehani Marais

Director - Investment Management

Nicholas Mandrinos

Partner - Investment Management

Sean McDiarmid

Director - Group Head of Finance Business Partnering

Peter McLean

Director - Investment Strategy & Research

John MIlls

Partner

Neil Montgomery

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

Henry Moss

Director - Stonehage Fleming Law

Carol Mote

Partner - Global Head of Human Resources

Paul Mumford

Director – Investment Management

Katie Mundell

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

Nicky Muirhead

Director - Equity Management

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

Johan Barkhuysen

Director - Head of Equity Management South Africa

Jean-Pierre Du Plessis

Director - Direct Equity Management South Africa

Mathew Powley

Director - Private Capital

Hamish Ramsay

Partner – Head of Risk and Compliance

Jason Ridley

Wealth Planning Adviser – Wealth Planning

Lord (Robin) Renwick

UK Advisory Board Member

Paul Roberts

Director - Head of Family Office Accounting

Gian Rossi

Non-Executive Director

John Ross-Munro

Partner

Penny Roberts

Client Relationship Associate – Wealth Planning

Grant Rogerson

Partner - Family Office

Eva Sheppard

Partner - Client Management

Hamish Sinclair

Partner - Business Development

Mark Sloan

Director - Equity Management

Nick Smith

Director - Corporate Finance

Ezra Sofer

Partner - Family Office

Elanor Sowerbutts

Assistant Client Services Manager - Wealth Planning

Mario Schoeman

Business Development Officer

Mona Shah

Head of Sustainable Investments

Bruce Sinclair

Trustee Director - Family Office

Michael Solomon

Non-Executive Director

Doris Sommavilla

Director

Richard Stuart-Findlay

Director - Family Office

Bonnie Steiner

Partner - Family Office

Kieren Stuttaford

Director - Shareholder Services

Thomas Stejskal

Director - Investment Management

Bev Stewart

Director - Family Office

Mark Swart

Director – Family Office

Mark Sullivan

Partner - Client Management

Kitty Tait

Director - Head of Content - Group Marketing

Christelle Theurillat

Partner - Head of Operations, Switzerland

Ariane Vansimpsen

Director

Ana Ventura

Partner – Family Office

Simon Ward

Partner - Client Management

Anita Weaver

Director - Corporate Services

Anna Wetherell

Client Services Manager - Wealth Planning

Paul Weldon

Partner - Sports & Entertainment

Paul Wiseman

Director - Senior Client Relationship Manager

Thomas Withington

Director - Equity Management

Anthony Wreford

UK Advisory Board Member

Meiping Yap

Director - Private Capital

Claude Harvey

Associate Director - Business Development

Thiam Marais

Director - Family Office

Sarah Bartram

Director

Francois Malan

Director – Business Manager

Thys du Toit

Partner

Ines Dawson

Wealth Planning Adviser – Wealth Planning

Stephen Canton

Lawyer – Stonehage Fleming Law

Jenny Heunes

Senior CRM

Damien Jaquet

Manager – Investment Management

Ross Elliot

Senior Associate - Investment Management

Philip Richardson

Senior Associate - Investment Management

Chris Spencer

Benjamin Kraft

Director - Chief of Staff, Investment Management UK

James Hoare

Wealth Planning Adviser – Wealth Planning

Kelly Ward

Senior Associate - Equity Management

Mark Leshnick

Manager - Client Management

James Cook

Associate Director – Client Management

Miki Caves

Manager – Client Management

Ed Hawthorne

Director