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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:

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

Mark Adams

Senior Wealth Planning Adviser – 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

Kate Boswell

Partner – Wealth Planning

Adrian Bottega

Director - Client Management

Lowry Brescia

Associate Director - Family Office

Kim Brown

Partner

Matthew Brown

Director - Wealth Planning

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 – Head of Investments Switzerland

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

Charlie King

Client Relationship Associate – Wealth Planning

Robert Kirkby

Non-Executive Director

Tom Leader

Non-Executive Director

Carolyn Levin

Director - Investment Management

Rachelle Lewis

Director - 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 - Interim 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 - Senior Client Relationship Manager

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 - Direct Equity Management South Africa

Mat Powley

Director - Private Capital

Hamish Ramsay

Partner – Head of Risk and Compliance

Jason Ridley

Planner – 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

Director - Business Development

Mona Shah

Head of Sustainable Investments

Bruce Sinclair

Trustee Director - Family Office

Anthea Stephens

Director - Head of Estates & Trusts, South Africa

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

Riaan Swart

Director – Investment Management

Kitty Tait

Director - Head of Content - Group Marketing

Christelle Theurillat

Partner - Head of Operations, Switzerland

Nicholas Toubkin

Director – Wealth Planning

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