Stonehage Fleming Attracts Key Client Director
Stonehage Fleming, one of the world’s leading independently owned family offices, announces the appointment of Eva Sheppard as a Senior Director within the Investment Management division.
With over 20 years of industry experience, Eva joins Stonehage Fleming from EFG Private Bank where, as Senior Director, she spent five years managing a client portfolio of UK based high net-worth individuals and families. Prior to EFG, Eva looked after corporate and private client relationships for fifteen years at HSBC Private Bank and before that Svenska Handelsbanken, where she was Head of Individual Banking.
At Stonehage Fleming, Eva will work predominantly with one of the firm’s long standing family clients. She will be based in the firm’s London office and will report to Mark Sullivan, Partner.
Commenting on the appointment, Graham Wainer, CEO & Head of Investments London said: “Close relationships and a deep understanding of our clients is at the heart of Stonehage Fleming. Eva’s seniority, her reputation as a trusted adviser, and her experience working with families that span generations and geographies is synonymous with our approach to total wealth management. I am pleased to welcome her to Stonehage Fleming.
Eva Sheppard said: “Stonehage Fleming is truly a pioneer of the family office with its multi- disciplinary advisory model and impressive roster of large international clients. The needs of our clients are constantly evolving and we in turn need to offer broader servicers and a deeper understanding of the issues they may face. Stonehage Fleming is uniquely positioned with their distinctive integrated family office approach. It is an exciting time for the company and it gives me great pleasure to be a part of the journey.”
Stonehae Fleming appoints Chairman of Corporate Finance
With 30 years’ corporate finance advisory experience in the UK and internationally, Simon has led multiple transactions involving mergers and acquisitions, joint ventures, public and private equity fund raisings, debt financings and restructurings. Simon joins from PwC Corporate Finance in the UK, where he was a senior partner and led the public company advisory group, the real estate advisory group and the debt advisory business. Prior to joining PwC, he was a Director with NatWest Markets, based over many years in London, Tokyo and Hong Kong.
Simon’s clients have covered a wide range of industry sectors and have included FTSE100 and mid-market listed companies, private equity houses, family owned companies and family trusts. He is currently a Non-Executive Director of Churchill Retirement PLC and a Trustee of the Scar Free Foundation.
In this newly created role at Stonehage Fleming, Simon will work closely with Richard Hill, Chief Executive of Corporate Finance, and the existing team to provide advice to businesses and shareholders, including entrepreneurs and families, at every stage of the corporate lifecycle from acquisitions and capital-raising through to disposals and liquidity events. Simon will be based in the firm’s London office and will report to Anton Sternberg, CEO of the Stonehage Fleming Investments Division.
Commenting on the appointment, Anton Sternberg said: “Advising clients on their commercial interests, including businesses and privately held direct investments, is a core part of our total wealth offering. We are very pleased to have Simon join as Executive Chairman of our Corporate Finance team. He understands our integrated approach to wealth management and his experience in working with a wide variety of clients throughout his distinguished career will be an asset to the Group.”
“I am looking forward to working with Simon again, and drawing upon his experience as we grow the Division,” said Richard Hill, CEO of Corporate Finance at Stonehage Fleming. “We have built a service offering that differentiates Stonehage Fleming and which enables us to support and advise clients of the firm that own businesses or make direct private investments.”
Simon Boadle said: “Corporate Finance is a core part of the Group’s multi-disciplinary family office offering and I look forward to helping develop this business as an increasingly important part of the Group.”
Stonehage Fleming Attracts Key Client Director
Stonehage Fleming, one of the world’s leading independently owned family offices, announces the appointment of Eva Sheppard as a Senior Director within the Investment Management division.
With over 20 years of industry experience, Eva joins Stonehage Fleming from EFG Private Bank where, as Senior Director, she spent five years managing a client portfolio of UK based high net-worth individuals and families. Prior to EFG, Eva looked after corporate and private client relationships for fifteen years at HSBC Private Bank and before that Svenska Handelsbanken, where she was Head of Individual Banking.
At Stonehage Fleming, Eva will work predominantly with one of the firm’s long standing family clients. She will be based in the firm’s London office and will report to Mark Sullivan, Partner.
Commenting on the appointment, Graham Wainer, CEO & Head of Investments London said: “Close relationships and a deep understanding of our clients is at the heart of Stonehage Fleming. Eva’s seniority, her reputation as a trusted adviser, and her experience working with families that span generations and geographies is synonymous with our approach to total wealth management. I am pleased to welcome her to Stonehage Fleming.
Eva Sheppard said: “Stonehage Fleming is truly a pioneer of the family office with its multi- disciplinary advisory model and impressive roster of large international clients. The needs of our clients are constantly evolving and we in turn need to offer broader servicers and a deeper understanding of the issues they may face. Stonehage Fleming is uniquely positioned with their distinctive integrated family office approach. It is an exciting time for the company and it gives me great pleasure to be a part of the journey.”
Stonehae Fleming appoints Chairman of Corporate Finance
With 30 years’ corporate finance advisory experience in the UK and internationally, Simon has led multiple transactions involving mergers and acquisitions, joint ventures, public and private equity fund raisings, debt financings and restructurings. Simon joins from PwC Corporate Finance in the UK, where he was a senior partner and led the public company advisory group, the real estate advisory group and the debt advisory business. Prior to joining PwC, he was a Director with NatWest Markets, based over many years in London, Tokyo and Hong Kong.
Simon’s clients have covered a wide range of industry sectors and have included FTSE100 and mid-market listed companies, private equity houses, family owned companies and family trusts. He is currently a Non-Executive Director of Churchill Retirement PLC and a Trustee of the Scar Free Foundation.
In this newly created role at Stonehage Fleming, Simon will work closely with Richard Hill, Chief Executive of Corporate Finance, and the existing team to provide advice to businesses and shareholders, including entrepreneurs and families, at every stage of the corporate lifecycle from acquisitions and capital-raising through to disposals and liquidity events. Simon will be based in the firm’s London office and will report to Anton Sternberg, CEO of the Stonehage Fleming Investments Division.
Commenting on the appointment, Anton Sternberg said: “Advising clients on their commercial interests, including businesses and privately held direct investments, is a core part of our total wealth offering. We are very pleased to have Simon join as Executive Chairman of our Corporate Finance team. He understands our integrated approach to wealth management and his experience in working with a wide variety of clients throughout his distinguished career will be an asset to the Group.”
“I am looking forward to working with Simon again, and drawing upon his experience as we grow the Division,” said Richard Hill, CEO of Corporate Finance at Stonehage Fleming. “We have built a service offering that differentiates Stonehage Fleming and which enables us to support and advise clients of the firm that own businesses or make direct private investments.”
Simon Boadle said: “Corporate Finance is a core part of the Group’s multi-disciplinary family office offering and I look forward to helping develop this business as an increasingly important part of the Group.”
Stonehage Fleming receives highest accreditation from STEP Employer Partnership Programme
05 Jul 2017
Stonehage Fleming receives highest accreditation from STEP Employer Partnership Programme
Following a rigorous application process Stonehage Fleming has been awarded ‘Platinum Partner’, the highest of the three accreditation levels awarded by the STEP Employer Partnership Programme.
This programme is designed to provide employers of STEP members with a set of quality industry standards to assist with the planning and delivery of the best possible learning experience.
STEP said: “Through achieving this accreditation, Stonehage Fleming demonstrated commitment to providing their staff with high quality learning and professional development opportunities, within a positive work and learning culture. Excellent communication and knowledge sharing is evident throughout the organisation and we are very pleased to see the support and encouragement offered and the value placed on staff training. I would like to congratulate Stonehage Fleming on achieving platinum level accreditation of the STEP Employer Partnership Programme.”
STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. STEP works to improve public understanding of the issues families face in this area and promotes education and high professional standards among its members. Its 20,000 members, spanning 95 countries, include lawyers, accountants and other trust and estate specialists.
Stonehage Fleming hires former Investec man as equity research boss
Stonehage Fleming has appointed Investec analyst Mark Sloan as its director for equity research in its equity management division.
His appointment comes as Stonehage Fleming opens its flagship £500 million Global Best Ideas Equity fund to institutional investors. Sloan joins the firm after almost a year out of the industry. He was most recently at Investec Asset Management, where he spent 10 years before leaving in July 2016.
Read more via Wealth Manager
Stonehage Fleming receives highest accreditation from STEP Employer Partnership Programme
Following a rigorous application process Stonehage Fleming has been awarded ‘Platinum Partner’, the highest of the three accreditation levels awarded by the STEP Employer Partnership Programme.
This programme is designed to provide employers of STEP members with a set of quality industry standards to assist with the planning and delivery of the best possible learning experience.
STEP said: “Through achieving this accreditation, Stonehage Fleming demonstrated commitment to providing their staff with high quality learning and professional development opportunities, within a positive work and learning culture. Excellent communication and knowledge sharing is evident throughout the organisation and we are very pleased to see the support and encouragement offered and the value placed on staff training. I would like to congratulate Stonehage Fleming on achieving platinum level accreditation of the STEP Employer Partnership Programme.”
STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. STEP works to improve public understanding of the issues families face in this area and promotes education and high professional standards among its members. Its 20,000 members, spanning 95 countries, include lawyers, accountants and other trust and estate specialists.
Stonehage Fleming hires former Investec man as equity research boss
Stonehage Fleming has appointed Investec analyst Mark Sloan as its director for equity research in its equity management division.
His appointment comes as Stonehage Fleming opens its flagship £500 million Global Best Ideas Equity fund to institutional investors. Sloan joins the firm after almost a year out of the industry. He was most recently at Investec Asset Management, where he spent 10 years before leaving in July 2016.
Read more via Wealth Manager
Stonehage Fleming adds one to equity management team
London-headquartered family-office Stonehage Fleming has named Mark Sloan (pictured) as director, equity research in the group’s equity management team.
He will be responsible for analysing a group of businesses that are either in Stonehage Fleming’s investment portfolio already, or those that should be considered for inclusion without restrictions in terms of sectors. Based in London, Sloan reports to Gerrit Smit.
Most recently, Sloan worked within the 4Factor team at Investec Asset Management as the global industrials analyst and sector portfolio manager during seven years. He also spent two years on analysing global consumer businesses.
Formerly, he was a global equity analyst with M&G Investment Management. Gerrit Smit, partner and head of Equity Management at Stonehage Fleming, said: “We are pleased to have attracted someone with Mark’s depth of research experience to join our Equity Management team. Mark arrives at Stonehage Fleming at a particularly exciting time following our decision to open our Global Best Ideas Equity Fund to institutional investors for the first time.
“As well as valuable training and experience at two excellent asset managers, Mark has an investment philosophy that is totally aligned with ours, which will add value as we continue to build our research and equity investment team.”
Stonehage Fleming advises on more than £35bn (€39.9bn) of assets and manages over £9.5bn (€10.8bn).
MFO buys Swiss art management firm
London-headquartered multi family office Stonehage Fleming has purchased OmniArte, a Zurich based art management and advisory business.
With this acquisition, Stonehage Fleming expands its art management division which manages art collections since 2007.
Following the purchase, Maria de Peverelli has been appointed executive chairman of the art management division.
In this newly created role, she will work with Georgina Hepburne Scott, head of Art Management, and will continue to work between London, Italy and Switzerland.
Two art registrars and research professionals are also to join Stonehage Fleming’s office in Zurich.
OmniArte was founded in 2005 by Maria de Peverelli and serves a European client base that includes several types of clients.
Commenting on the transaction, Steve Kettle, partner responsible for art management at Stonehage Fleming, said: “Art is very much part of the Stonehage Fleming DNA and art management has been a core part of our multi family office offering since Georgina established the highly successful division in 2007. Whilst a collector’s tastes may change from time to time, an art management platform continues as the backbone to a collection.
“The transaction enhances our cross-border art management capabilities and provides the further expertise necessary to position us as the leader in Art Management. Maria is a seasoned art professional and curator and has an excellent reputation in the art world. Our clients have already begun to benefit from her extensive experience.”
Georgina Hepburne Scott, head of Art Management at Stonehage Fleming, added: “We serve as art gatekeepers, working with clients at every stage of collecting. Our comprehensive service includes governance and legal oversight, cataloguing and insurance, coordination of purchases, sales and exhibition loans as well as succession planning. Maria’s curatorial experience in continental Europe will further bolster our existing offering and we look forward to working with Maria.”
Maria de Peverelli, founder of OmniArte said: “My love affair with Stonehage Fleming began when I realised that we shared the same passion for art – which is different to the current trend whereby art is increasingly viewed as merely an investment asset. Further, we share a common mission to place our clients’ best interests first by focussing on the preservation, protection and valorisation of art whilst also considering the future options available for a collection.”
Multi-Family Office Expands Art Advisory, Investment Arm with Swiss Aquisition
Stonehage Fleming, the multi-family office, has acquired Swiss art management and advisory firm OmniArte. The move comes 10 years after the MFO launched its art division.
As part of the acquisition, Maria de Peverelli becomes executive chairman of the art management division of Stonehage Fleming. In this newly-created role, she will work with Georgina Hepburne Scott, head of art management, and will continue to work between London, Italy and Switzerland.
As part of the transaction, Stonehage Fleming will also add two art registrars and research professionals to its office in Zurich, it said in a statement today. Financial terms weren’t disclosed.
The move highlights how the specialist field of art advisory and investment has grown in recent years as wealth managers such as UBS, Citigroup and Deutsche Bank, among others, have sought to provide added-value offerings in specific “niche” areas for clients. Art as a collectibles area and asset class has developed; at times returns on art have been superior to, or matched, those from mainstream assets, although as a whole it is typically less liquid and requires labour-intensive expertise.
OmniArte was founded in 2005 by Maria de Peverelli and serves a European client base that includes individuals, family offices, foundations and trusts and estates. Prior to establishing OmniArte, Maria de Peverelli was gallerydDirector of the Villa Favorita in Lugano (Thyssen-Bornemisza collection).
The Stonehage Fleming Art Management Division, which today manages art collections worth several billion Pounds, was launched in 2007.
“Art is very much part of the Stonehage Fleming DNA and Art Management has been a core part of our Multi Family Office offering since Georgina established the highly successful division in 2007. Whilst a collector’s tastes may change from time to time, an art management platform continues as the backbone to a collection. The transaction enhances our cross-border art management capabilities and provides the further expertise necessary to position us as the leader in art management,” Steve Kettle, partner responsible for art management at Stonehage Fleming, said.
Stonehage Fleming adds one to equity management team
London-headquartered family-office Stonehage Fleming has named Mark Sloan (pictured) as director, equity research in the group’s equity management team.
He will be responsible for analysing a group of businesses that are either in Stonehage Fleming’s investment portfolio already, or those that should be considered for inclusion without restrictions in terms of sectors. Based in London, Sloan reports to Gerrit Smit.
Most recently, Sloan worked within the 4Factor team at Investec Asset Management as the global industrials analyst and sector portfolio manager during seven years. He also spent two years on analysing global consumer businesses.
Formerly, he was a global equity analyst with M&G Investment Management. Gerrit Smit, partner and head of Equity Management at Stonehage Fleming, said: “We are pleased to have attracted someone with Mark’s depth of research experience to join our Equity Management team. Mark arrives at Stonehage Fleming at a particularly exciting time following our decision to open our Global Best Ideas Equity Fund to institutional investors for the first time.
“As well as valuable training and experience at two excellent asset managers, Mark has an investment philosophy that is totally aligned with ours, which will add value as we continue to build our research and equity investment team.”
Stonehage Fleming advises on more than £35bn (€39.9bn) of assets and manages over £9.5bn (€10.8bn).
MFO buys Swiss art management firm
London-headquartered multi family office Stonehage Fleming has purchased OmniArte, a Zurich based art management and advisory business.
With this acquisition, Stonehage Fleming expands its art management division which manages art collections since 2007.
Following the purchase, Maria de Peverelli has been appointed executive chairman of the art management division.
In this newly created role, she will work with Georgina Hepburne Scott, head of Art Management, and will continue to work between London, Italy and Switzerland.
Two art registrars and research professionals are also to join Stonehage Fleming’s office in Zurich.
OmniArte was founded in 2005 by Maria de Peverelli and serves a European client base that includes several types of clients.
Commenting on the transaction, Steve Kettle, partner responsible for art management at Stonehage Fleming, said: “Art is very much part of the Stonehage Fleming DNA and art management has been a core part of our multi family office offering since Georgina established the highly successful division in 2007. Whilst a collector’s tastes may change from time to time, an art management platform continues as the backbone to a collection.
“The transaction enhances our cross-border art management capabilities and provides the further expertise necessary to position us as the leader in Art Management. Maria is a seasoned art professional and curator and has an excellent reputation in the art world. Our clients have already begun to benefit from her extensive experience.”
Georgina Hepburne Scott, head of Art Management at Stonehage Fleming, added: “We serve as art gatekeepers, working with clients at every stage of collecting. Our comprehensive service includes governance and legal oversight, cataloguing and insurance, coordination of purchases, sales and exhibition loans as well as succession planning. Maria’s curatorial experience in continental Europe will further bolster our existing offering and we look forward to working with Maria.”
Maria de Peverelli, founder of OmniArte said: “My love affair with Stonehage Fleming began when I realised that we shared the same passion for art – which is different to the current trend whereby art is increasingly viewed as merely an investment asset. Further, we share a common mission to place our clients’ best interests first by focussing on the preservation, protection and valorisation of art whilst also considering the future options available for a collection.”
Multi-Family Office Expands Art Advisory, Investment Arm with Swiss Aquisition
Stonehage Fleming, the multi-family office, has acquired Swiss art management and advisory firm OmniArte. The move comes 10 years after the MFO launched its art division.
As part of the acquisition, Maria de Peverelli becomes executive chairman of the art management division of Stonehage Fleming. In this newly-created role, she will work with Georgina Hepburne Scott, head of art management, and will continue to work between London, Italy and Switzerland.
As part of the transaction, Stonehage Fleming will also add two art registrars and research professionals to its office in Zurich, it said in a statement today. Financial terms weren’t disclosed.
The move highlights how the specialist field of art advisory and investment has grown in recent years as wealth managers such as UBS, Citigroup and Deutsche Bank, among others, have sought to provide added-value offerings in specific “niche” areas for clients. Art as a collectibles area and asset class has developed; at times returns on art have been superior to, or matched, those from mainstream assets, although as a whole it is typically less liquid and requires labour-intensive expertise.
OmniArte was founded in 2005 by Maria de Peverelli and serves a European client base that includes individuals, family offices, foundations and trusts and estates. Prior to establishing OmniArte, Maria de Peverelli was gallerydDirector of the Villa Favorita in Lugano (Thyssen-Bornemisza collection).
The Stonehage Fleming Art Management Division, which today manages art collections worth several billion Pounds, was launched in 2007.
“Art is very much part of the Stonehage Fleming DNA and Art Management has been a core part of our Multi Family Office offering since Georgina established the highly successful division in 2007. Whilst a collector’s tastes may change from time to time, an art management platform continues as the backbone to a collection. The transaction enhances our cross-border art management capabilities and provides the further expertise necessary to position us as the leader in art management,” Steve Kettle, partner responsible for art management at Stonehage Fleming, said.