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Tom Lloyd-Read

Technical Planning Manager – Wealth Planning

Tom is a Chartered Financial Planner with more than 20 years’ experience in the industry.

He leads our technical planning team, with responsibility for planning policy and ensuring the delivery of client focussed advice.

Prior to joining Stonehage Fleming in 2021, Tom led the technical department at Canaccord Genuity Wealth Management and more recently at a national financial advice firm.

Find the people with the expertise to meet your needs:

Giuseppe Ciucci

Executive Chairman of the Stonehage Fleming Group

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

Anton Sternberg

Chairman – UK Family Office

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 – Chairman of Stonehage Fleming Americas

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

Partner & 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

Colin Bird

Partner

Pieter Theron

Director - Head of Monaco office

Kate Boswell

Partner – Family Office

Stefan Flachsmann

Partner - Global Head of Financial Services

Matthew Brown

Director - 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 – Head of Family Office, Geneva

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, Corporate Finance

Adrian Bottega

Director - Client Management

Lowry Brescia

Associate Director - Family Office

Kim Brown

Partner - Family Office

Steven Brown

Director - Group Business Development

Guy Brukman

Director - Family Office

Dena Brumpton

Non-Executive Director

Rudi Bodenstein

Partner - Family Office

Rikus Bouwer

Partner - 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

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

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

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

Nicholas Toubkin

Director – Wealth Planning

Rachelle Lewis

Director - Wealth Planning

Hattie Graham

Associate Director – Wealth Planning

Tim Lewis

Non-Executive Director

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

Partner - 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

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

Andrew Nolan

Senior Adviser

Lord (Robin) Renwick

UK Advisory Board Member

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

Director - Corporate Finance

Ezra Sofer

Partner - Family Office

Mario Schoeman

Director: Group Business Development

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

Kieren Stuttaford

Director - Shareholder Services

Thomas Stejskal

Director - Investment Management

Bev Stewart

Partner - Family Office

Mark Swart

Director – Family Office

Mark Sullivan

Partner - Client Management

Natasha Newell

Director - Family Office

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

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

Thiam Marais

Director - Family Office

Sarah Bartram

Director

Francois Malan

Director – Business Manager

Thys du Toit

Partner

Stephen Canton

Lawyer – Stonehage Fleming Law

Jenny Heunes

Senior CRM

Damien Jaquet

Manager – Investment Management

Philip Richardson

Associate Director - Investment Management

Chris Spencer

Benjamin Kraft

Director - Chief of Staff, Investment Management UK

Anna Wetherell

Head of Operations - Wealth Planning

Elanor Sowerbutts

Operations Manager - Wealth Planning

Tom Lloyd-Read

Technical Planning Manager – Wealth Planning

Mark Adams

Senior Wealth Planning Adviser – Wealth Planning

James Hoare

Wealth Planning Adviser – Wealth Planning

Jason Ridley

Wealth Planning Adviser – Wealth Planning

Matthew Bruce

Wealth Planning Adviser – Wealth Planning

Sophia Adams

Wealth Planning Adviser – Wealth Planning

Cara Jackson

Client Relationship Associate – Wealth Planning

Kraig Baldwin

Client Relationship Associate - Wealth Planning

Penny Roberts

Client Relationship Associate – Wealth Planning

Sianah Brock

Client Relationship Associate - Wealth Planning

Kelly Ward

Senior Associate - Equity Management

Mark Leshnick

Associate Director - Client Management

James Cook

Director – Client Management

Miki Caves

Manager – Client Management

Irma Dick

Director - Head of Trusts & Estates, South Africa

Ed Hawthorne

Director

Anna Smith

Senior Collection Manager - Art Management

Denise Morax

Senior Collection Manager - Art Management

Edward McDonald

Director

Rubina Romanelli

Senior Collection Manager - Art Management

Luke Collins

Director - Business Development

Catherine Kenny

Director - Head of Group Internal Audit

Robyn Bramwell

Director - Direct Investments

Laura Perkins

Director

Briar Lock

Head of Risk & Compliance (Investment Management) South Africa

Candice Price

Director - Head of Risk and Compliance, Guernsey