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

How we helped a family move from Canada to the US

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Supporting a Canadian business owner relocate from Geneva to the US

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Advising a UK-based entrepreneur on investments and structuring following a business sale

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Multi-asset investing series: the case for multi-assets

Peter McLean underlines the case for multi-asset investing.

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Multi-asset investing series: investment landscape

Peter McLean provides some insights into the current investment landscape

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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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