STONEHAGE FLEM­ING FI­NAN­CIAL SER­VICES

Financial Mail - Investors Monthly - - Cover Story -

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.

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