Stonehage Fleming

Investment Perspectives: US equities are experiencing increased volatility as investors navigate softer economic data and unpredictable trade policies. Peter McLean, Head of Multi-Asset Portfolio Solutions, provides further insights. https://lnkd.in/ew9qDHVh #investmentmanagement #insight #usgrowth

Proactiveness, preparedness and streamlined communication are invaluable for creating a seamless, positive experience for clients. In the latest instalment of our Behind the Scenes series, Associate Director Philip Richardson, CFA outlines how establishing a clear strategy with our clients from the start transforms a potentially overwhelming situation into a straightforward, manageable one. Watch the full video below: https://lnkd.in/ddVmbs69 #investmentmanagement #video #insights

“It’s really important that you mix generations and genders when it comes to working with families across the group...” - By 2050, an estimated $68 trillion is expected to transfer between generations, prompting private banks and family offices to adapt their strategies to manage new wealth, driven by clients with diverse perspectives. Head of Family Governance & Succession Matthew Fleming alongside Director Lucy Birtwistle and Partner Priyanka Hindocha spoke to Yuri Bender Editor-in-Chief of Professional Wealth Management?on the challenges and reality next generation wealth advisers face with facilitating the handover of power. https://lnkd.in/gmxRAAYB #FamilyOffice #NextGen #Succession

We are delighted to share that our colleagues Family Office Manager Francesca Maule and Senior Client Relationship Manager in our Investment Management team Paul Wiseman, CFA have been recognised in the 2025 PAM NextGen Leaders. View part of the list here: https://lnkd.in/ecArGf33 #FamilyOffice #NextGen #Awards PAM Insight Ltd

International Women’s Day is a celebration that spotlights the social, political, cultural and economic achievements of women, while also serving as a bid to accelerate gender equality. Stonehage Fleming celebrated International Women’s Day with cupcakes – a small token of our appreciation of our female employees and the talented, hardworking, and strong women around the globe. The theme for this year, #AccelerateAction, is an initiative that matters a great deal to Stonehage Fleming. We work actively towards increasing gender equality and female representation in the finance and wealth space, and continue to strive for positive change in both our sector and in wider society. Happy International Women’s Day. #InternationalWomensDay#StonehageFleming#GenderEquality

“There’s a fine line between whether it is right or not to step in and discuss mental health, but there is no doubt that it comes up with increasing regularity...” Maxine Lace, Director of our Family Office division on the Isle of Man, shares her insights from working directly with clients at our recent Four Pillars of Capital dinner. Read more: https://hubs.li/Q03bM2LV0 #familyoffice #mentalhealth #insights

Last night, Matthew Fleming, Head of Family Governance & Succession, and Guy Hudson, Head of Group Marketing & Communications, were delighted to host a ‘Four Pillars of Capital’ dinner in London. Our guests joined us for an evening of conversation on the findings from our most recent thought leadership report, “Four Pillars of Capital Managing Risk in an Age of Upheaval”. The evening was focused around the responses from nearly 300 families and advisers, but in particular the conversations were held around Next Generation, Reputation, Risk, Purpose and Leadership. Thank you to Andrew Joy, Senior Adviser at Stonehage Fleming, and Jennifer East founder of ONIDA Family Advisors Ltd, who featured as our guest hosts. Thank you to everyone who joined us to make the evening hugely enjoyable. Read more about the Four Pillars of Capital here: https://hubs.li/Q03bGylz0 #fourpillarsofcapital #NextGeneration #Leadership

Following a delay of three weeks, South African Minister of Finance, Enoch Godongwana, finally delivered his 2025 Budget Speech on the 12th?of March 2025. Read the summary from our Tax Advisory Team in South Africa here: https://lnkd.in/dJJrRSVT #SA #Budget2025 #LegalandTaxAdvisory

Highlights from the Family Conference in South Africa: Andrea Benkenstein Kruger, Head of Family Governance & Succession SA, moderated a panel discussion titled 'Through the Lens of the Next Generation'. The session brought fresh perspectives on leadership, responsibility, and wealth stewardship, offering invaluable insights into preparing the next generation for success. Watch her highlights from the session here:?https://lnkd.in/edgA6F-q #FamilyOffice #SouthAfrica #NextGen

In this special publication for the Isle of Man Examiner, Emma Cullington Head of Client Accounting- Isle of Man, explores how unique community support fosters network building and promotes inclusion. Read more here: https://lnkd.in/dRStaZ5d #AccelerateAction #Impact #IWD2025