STONEHAGE FLEMING FINANCIAL SERVICES

Overall

After merging with the UK-based Family Office Fleming & Partners in 2015, Stonehage Fleming Financial Services operates exclusively in the internationally wealthy family market segment, so it doesn’t compete for the overall award. It won this category in the past three years, but this year was overtaken by the bigger players..

What we say

Its past record in this archetype reflects its excellence in this competitive market. It offers strong capabilities in addressing complex international requirements while paying attention to lifestyle issues. It works closely with families on governance and investment issues to encourage the perpetuation of family values and reduce conflict. Not enough of its clients completed the People’s Choice survey for it to be ranked; but the fact it has managed to grow assets under management by an average of 33% over the past five years shows it is getting things right with clients.

Eligibility

Ideal client has a net asset value of more than $20m.