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Investment Management

Drawing on extensive resources and expertise, we invest on a discretionary or advisory basis across the full range of asset classes. We always adapt our investment approach to the wider circumstances of the family.

Global perspective, individual needs

No two family clients have identical investment needs. Many ask us to manage their entire portfolio; others wish to provide greater input to the process and to have a high degree of interaction with our team. We regularly work with investors who draw upon their own expertise in specific sectors.

Some of our clients are in the first generation of family wealth; others have many members across multiple generations, where succession and governance can be key investment issues.

Some families who employ a variety of investment managers, use us as their gatekeeper to oversee investment strategy, research, administration and reporting.

In all cases, our clients can draw on a global investment perspective, knowing that our teams in London, Zurich, South Africa and Jersey will address the nuances of local markets and cross-border tax requirements.

Building portfolios requires sophisticated analysis and monitoring, but we seek to deliver our service with simplicity and transparency. Our reports tell you what we have done and why, and the investment performance we have generated, at an agreed frequency. We will coordinate fully with your other advisers inside and outside Stonehage Fleming and we believe our charges are clear and fair.


Case studies

Working with an entrepreneur following a significant business sale

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Creating a structured approach to charitable giving

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Taking the reins of the family business and investment portfolio

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Insights

House View October 2021

There are reasons to be optimistic where the pandemic and the recovery is concerned

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Technology part 1 Amazon - Tom Jeffcoate

In the first of a series of videos with Stonehage Fleming’s Equity Management team, Director Tom Jeffcoate talks about Amazon – what drives it’s valuation, the unique culture and ESG.

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How can we help?

There is no substitution for a personal conversation. If you are interested in hearing more about how we can help please get in touch and one of our experts will contact you.

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