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.
Stonehage Fleming expands Art Management Division with Acquisition of Omniarte
Stonehage Fleming, one of the world’s leading independently owned family offices, announces the acquisition of OmniArte, a Zurich based art management and advisory business. The Stonehage Fleming Art Management Division, which today manages art collections worth several billion Pounds, was launched in 2007.
As part of the acquisition, Maria de Peverelli becomes Executive Chairman of the Art Management Division. In this newly created role at Stonehage Fleming, Maria will work closely 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 highly experienced art registrars and research professionals to their office in Zurich.
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. Maria is a Trustee of the Yorkshire Sculpture Park and of the Estorick Collection and also serves as a member of the board of Advisers of the Fondazione Palazzo Strozzi, Florence. Prior to establishing OmniArte, Maria was gallery Director of the Villa Favorita in Lugano (Thyssen-Bornemisza collection).
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: “Joining Stonehage Fleming is an exciting next step in my career and I look forward to benefiting from a broader sounding board. I have always considered Stonehage Fleming to be a ‘Family Office with a heart’. 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.”
Stonehage Fleming hires two senior Bankers from UBS
Stonehage Fleming, one of the world’s leading independently owned family offices, announces the appointments of two new Senior Business Developers in Switzerland.
Florin Hug and Andreas Pankow have been hired to further strengthen Stonehage Fleming’s business in continental Europe and to promote the Group’s broader capabilities and depth of practical knowledge to international clients.
Florin Hug joins from UBS, where he spent fifteen years in a variety of client facing roles, latterly as Executive Director for ultra-high net worth clients (family offices and institutional clients). He has twenty-two years of banking industry experience and holds a master degree from University of Bern, Switzerland and from William E. Simon Graduate School of Business Administration, University of Rochester, New York, United States.
Andreas Pankow has worked in the banking industry for more than fifteen years, most recently at UBS as an Executive Director for ultra-high net worth clients (family offices and institutional clients). Prior to joining UBS, Andreas spent five years at Credit Suisse as Senior Vice President and Head of Investment Consulting (Germany). He holds a master degree from European Business School in Frankfurt, Germany, San Diego State University, United States and Ecole Supérieure de Commerce, Tours, France.
Florin and Andreas both joined the Zurich office in May and report to Andreas Knecht and Mark McMullen.
Commenting on the appointments, Mark McMullen CEO of Stonehage Fleming Family Office, said: “Florin and Andreas both have impressive backgrounds in supporting ultra-high net worth clients in both the Swiss and German markets and their experience is well suited to our distinctive integrated family office approach. Both roles are newly created and we look forward to seeing them develop our organisation further.”
Andreas Knecht, CEO - Swiss Investment Management - at Stonehage Fleming, added: “Switzerland is an important market for Stonehage Fleming and we are sure that Florin and Andreas will enable us to expand our presence here. Both will work closely with our international offices.”
Florin Hug and Andreas Pankow concluded: “As the largest multi family office in Europe, Stonehage Fleming already possesses an impressive international client base and an award winning proposition. We are excited to have been given the opportunity to contribute to the continued growth of the Group. With their multi-disciplinary advisory model, Stonehage Fleming are pioneers of the family office industry and, in the changing landscape of wealth management, they are well positioned to address the challenges and respond to the evolving needs of successful entrepreneurs and families of wealth.”
In the two years since the merger that created Stonehage Fleming, the Group has won over 60 new mandates from clients and now looks after well over 250 substantial families globally. Assets under administration and management stand at over GBP35bn (USD43bn) (to December 2016) and the Group employs over 520 staff in eight jurisdictions. The firm is the largest Family Office in the EMEA region, ideally placed to understand and respond to the complex and rapidly evolving economic and political environment.
UK Multi Family Office makes double hire for Swiss branch
London-headquartered family office Stonehage Fleming has appointed Florin Hug (pictured) and Andreas Pankow as senior business directors of its Swiss subsidiary located in Zurich.
Commenting on the appointments, Mark McMullen CEO of Stonehage Fleming Family Office, said: “Florin and Andreas both have impressive backgrounds in supporting ultra-high net worth clients in both the Swiss and German markets and their experience is well suited to our distinctive integrated family office approach. Both roles are newly created and we look forward to seeing them develop our organisation further.”
Andreas Knecht, CEO – Swiss Investment Management – at Stonehage Fleming, added: “Switzerland is an important market for Stonehage Fleming and we are sure that Florin and Andreas will enable us to expand our presence here. Both will work closely with our international offices.” Stonehage Fleming’s assets under administration and management stood at over £35bn (€41.6bn) as of end-December 2016.
Read more via Investment Europe
Stonehage Fleming expands Art Management Division with Acquisition of Omniarte
Stonehage Fleming, one of the world’s leading independently owned family offices, announces the acquisition of OmniArte, a Zurich based art management and advisory business. The Stonehage Fleming Art Management Division, which today manages art collections worth several billion Pounds, was launched in 2007.
As part of the acquisition, Maria de Peverelli becomes Executive Chairman of the Art Management Division. In this newly created role at Stonehage Fleming, Maria will work closely 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 highly experienced art registrars and research professionals to their office in Zurich.
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. Maria is a Trustee of the Yorkshire Sculpture Park and of the Estorick Collection and also serves as a member of the board of Advisers of the Fondazione Palazzo Strozzi, Florence. Prior to establishing OmniArte, Maria was gallery Director of the Villa Favorita in Lugano (Thyssen-Bornemisza collection).
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: “Joining Stonehage Fleming is an exciting next step in my career and I look forward to benefiting from a broader sounding board. I have always considered Stonehage Fleming to be a ‘Family Office with a heart’. 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.”
Stonehage Fleming hires two senior Bankers from UBS
Stonehage Fleming, one of the world’s leading independently owned family offices, announces the appointments of two new Senior Business Developers in Switzerland.
Florin Hug and Andreas Pankow have been hired to further strengthen Stonehage Fleming’s business in continental Europe and to promote the Group’s broader capabilities and depth of practical knowledge to international clients.
Florin Hug joins from UBS, where he spent fifteen years in a variety of client facing roles, latterly as Executive Director for ultra-high net worth clients (family offices and institutional clients). He has twenty-two years of banking industry experience and holds a master degree from University of Bern, Switzerland and from William E. Simon Graduate School of Business Administration, University of Rochester, New York, United States.
Andreas Pankow has worked in the banking industry for more than fifteen years, most recently at UBS as an Executive Director for ultra-high net worth clients (family offices and institutional clients). Prior to joining UBS, Andreas spent five years at Credit Suisse as Senior Vice President and Head of Investment Consulting (Germany). He holds a master degree from European Business School in Frankfurt, Germany, San Diego State University, United States and Ecole Supérieure de Commerce, Tours, France.
Florin and Andreas both joined the Zurich office in May and report to Andreas Knecht and Mark McMullen.
Commenting on the appointments, Mark McMullen CEO of Stonehage Fleming Family Office, said: “Florin and Andreas both have impressive backgrounds in supporting ultra-high net worth clients in both the Swiss and German markets and their experience is well suited to our distinctive integrated family office approach. Both roles are newly created and we look forward to seeing them develop our organisation further.”
Andreas Knecht, CEO - Swiss Investment Management - at Stonehage Fleming, added: “Switzerland is an important market for Stonehage Fleming and we are sure that Florin and Andreas will enable us to expand our presence here. Both will work closely with our international offices.”
Florin Hug and Andreas Pankow concluded: “As the largest multi family office in Europe, Stonehage Fleming already possesses an impressive international client base and an award winning proposition. We are excited to have been given the opportunity to contribute to the continued growth of the Group. With their multi-disciplinary advisory model, Stonehage Fleming are pioneers of the family office industry and, in the changing landscape of wealth management, they are well positioned to address the challenges and respond to the evolving needs of successful entrepreneurs and families of wealth.”
In the two years since the merger that created Stonehage Fleming, the Group has won over 60 new mandates from clients and now looks after well over 250 substantial families globally. Assets under administration and management stand at over GBP35bn (USD43bn) (to December 2016) and the Group employs over 520 staff in eight jurisdictions. The firm is the largest Family Office in the EMEA region, ideally placed to understand and respond to the complex and rapidly evolving economic and political environment.
UK Multi Family Office makes double hire for Swiss branch
London-headquartered family office Stonehage Fleming has appointed Florin Hug (pictured) and Andreas Pankow as senior business directors of its Swiss subsidiary located in Zurich.
Commenting on the appointments, Mark McMullen CEO of Stonehage Fleming Family Office, said: “Florin and Andreas both have impressive backgrounds in supporting ultra-high net worth clients in both the Swiss and German markets and their experience is well suited to our distinctive integrated family office approach. Both roles are newly created and we look forward to seeing them develop our organisation further.”
Andreas Knecht, CEO – Swiss Investment Management – at Stonehage Fleming, added: “Switzerland is an important market for Stonehage Fleming and we are sure that Florin and Andreas will enable us to expand our presence here. Both will work closely with our international offices.” Stonehage Fleming’s assets under administration and management stood at over £35bn (€41.6bn) as of end-December 2016.
Read more via Investment Europe
Stonehage Fleming opens Canadian gateway office
Stonehage Fleming, one of the world’s leading independently owned family offices, announces the opening of its new Canadian representative office, Stonehage Fleming (Canada) Inc. The office, located in Toronto, will be led by Mike Moodie who has been appointed Partner, having served as a Consultant to the Group and Board Member of Stonehage Fleming’s US operating company.
The representative office, opened in April 2017, is located in the heart of Toronto’s financial district at First Canadian Place and will serve as a gateway for high net worth Canadian residents with international needs to access Stonehage Fleming’s award-winning global network of offices and capabilities.
Mike Moodie’s role as Partner is effective immediately, reporting to Mark McMullen, CEO of Family Office at Stonehage Fleming. Mike will work closely with Stonehage Fleming’s Zurich office, which is authorised to handle the investment affairs of select Canadian resident clients, as well as, Peter Rosenberg, Partner and Head of our office in the US, and Stonehage Fleming’s London and Jersey offices in the British Isles.
Commenting on the announcement, Mark McMullen, CEO, Family Office at Stonehage Fleming said: “We are pleased to announce Mike’s appointment to Partner and the opening of our new representative office in Toronto. This demonstrates our commitment to providing holistic cross-border wealth management solutions to international families with interests in North America, as well as on the ground relationship management support to our existing clients based in Canada.
“Mike’s broad industry experience and contacts gained during a 30 year career with RBC, where as a senior executive he was responsible for growing the international wealth management businesses during subsequent postings in Canada, The Caribbean, USA and UK, make him a valuable asset for our growth ambitions as the leading international family office firm globally.”
Mike Moodie added: “I am excited to have been given the opportunity to lead the Canadian representative office as we seek to broaden our reach to Canadian residents looking for access to tailored wealth management solutions for their cross-border needs and objectives.
“In today’s complex world, it is increasingly likely that high net worth families need cross-border support to help simplify and coordinate their affairs, due to family members, assets, or business investments being spread across multiple jurisdictions. I strongly believe that Stonehage Fleming’s award-winning capabilities, cherished heritage as an international family office and independent ownership, will not only be welcomed but also align well with the long-term interests of Canadian resident clients who have cross-border profiles.”
In the two years since the merger that created Stonehage Fleming, the Group has won over 60 new mandates from clients and now looks after well over 250 substantial families globally. Assets under administration and management stand at over GBP35bn (USD43bn) (to December 2016) and the Group employs over 520 staff in eight jurisdictions. The firm is the largest Family Office in the EMEA region, ideally placed to understand and respond to the complex and rapidly evolving economic and political environment.
Stonehage Fleming open office in Toronto
Stonehage Fleming has opened a Canadian representative office, Stonehage Fleming (Canada), in Toronto.
It will be led by Mike Moodie who has been appointed partner, having served as a consultant to the group and board member of Stonehage Fleming’s US operating company.
The representative office, opened in April 2017, is located in the heart of Toronto’s financial district at First Canadian Place and will serve as a gateway for high net worth Canadian residents with international needs.
Moodie’s role as partner is effective immediately, reporting to Mark McMullen, CEO of Family Office at Stonehage Fleming. He will work closely with Stonehage Fleming’s Zurich office, which is authorised to handle the investment affairs of select Canadian resident clients, as well as Peter Rosenberg, partner and head of the office in the US, and Stonehage Fleming’s London and Jersey offices in the British Isles.
McMullen says: “We are pleased to announce Mike’s appointment to Partner and the opening of our new representative office in Toronto. This demonstrates our commitment to providing holistic cross-border wealth management solutions to international families with interests in North America, as well as on the ground relationship management support to our existing clients based in Canada.
“Mike’s broad industry experience and contacts gained during a 30 year career with RBC, where as a senior executive he was responsible for growing the international wealth management businesses during subsequent postings in Canada, The Caribbean, US and UK, make him a valuable asset for our growth ambitions as the leading international family office firm globally.”
Moodie adds: “I am excited to have been given the opportunity to lead the Canadian representative office as we seek to broaden our reach to Canadian residents looking for access to tailored wealth management solutions for their cross-border needs and objectives.
In today’s complex world, it is increasingly likely that high net worth families need cross-border support to help simplify and coordinate their affairs, due to family members, assets, or business investments being spread across multiple jurisdictions. I strongly believe that Stonehage Fleming’s award-winning capabilities, cherished heritage as an international family office and independent ownership, will not only be welcomed but also align well with the long-term interests of Canadian resident clients who have cross-border profiles.”
CICC Family Wealth Management Forum, Shanghai
How to protect and manage family legacies for generations? How to break the curse of ‘clogs to clogs in three generations’? How to become the long lasting family with sustained vitality?
Stonehage Fleming joined China International Capital Corporation, VCP Advisors and Shanghai Advanced Institute of Finance at the 2017 CICC Family Wealth Management Forum in Shanghai.
The team and a host of academic experts and industry practitioners explored the challenges facing high net worth families and identified what solutions are available within the current turbulent financial market.
Lord Robin Renwick, Non-Executive Director, delivered a keynote speech on Geopolitical changes in UK and Europe and Adam Fleming, Deputy Chairman, presented the history of the Fleming family and Stonehage Fleming.
Mark McMullen, CEO Family Office, and Matthew Fleming, Partner, joined the panel discussion on ‘Service and demand for family office’. Gerrit Smit, Head of Direct Equity Management discussed ‘Overseas Investment and Asset Allocation’.
Stonehage Fleming opens Canadian gateway office
Stonehage Fleming, one of the world’s leading independently owned family offices, announces the opening of its new Canadian representative office, Stonehage Fleming (Canada) Inc. The office, located in Toronto, will be led by Mike Moodie who has been appointed Partner, having served as a Consultant to the Group and Board Member of Stonehage Fleming’s US operating company.
The representative office, opened in April 2017, is located in the heart of Toronto’s financial district at First Canadian Place and will serve as a gateway for high net worth Canadian residents with international needs to access Stonehage Fleming’s award-winning global network of offices and capabilities.
Mike Moodie’s role as Partner is effective immediately, reporting to Mark McMullen, CEO of Family Office at Stonehage Fleming. Mike will work closely with Stonehage Fleming’s Zurich office, which is authorised to handle the investment affairs of select Canadian resident clients, as well as, Peter Rosenberg, Partner and Head of our office in the US, and Stonehage Fleming’s London and Jersey offices in the British Isles.
Commenting on the announcement, Mark McMullen, CEO, Family Office at Stonehage Fleming said: “We are pleased to announce Mike’s appointment to Partner and the opening of our new representative office in Toronto. This demonstrates our commitment to providing holistic cross-border wealth management solutions to international families with interests in North America, as well as on the ground relationship management support to our existing clients based in Canada.
“Mike’s broad industry experience and contacts gained during a 30 year career with RBC, where as a senior executive he was responsible for growing the international wealth management businesses during subsequent postings in Canada, The Caribbean, USA and UK, make him a valuable asset for our growth ambitions as the leading international family office firm globally.”
Mike Moodie added: “I am excited to have been given the opportunity to lead the Canadian representative office as we seek to broaden our reach to Canadian residents looking for access to tailored wealth management solutions for their cross-border needs and objectives.
“In today’s complex world, it is increasingly likely that high net worth families need cross-border support to help simplify and coordinate their affairs, due to family members, assets, or business investments being spread across multiple jurisdictions. I strongly believe that Stonehage Fleming’s award-winning capabilities, cherished heritage as an international family office and independent ownership, will not only be welcomed but also align well with the long-term interests of Canadian resident clients who have cross-border profiles.”
In the two years since the merger that created Stonehage Fleming, the Group has won over 60 new mandates from clients and now looks after well over 250 substantial families globally. Assets under administration and management stand at over GBP35bn (USD43bn) (to December 2016) and the Group employs over 520 staff in eight jurisdictions. The firm is the largest Family Office in the EMEA region, ideally placed to understand and respond to the complex and rapidly evolving economic and political environment.
Stonehage Fleming open office in Toronto
Stonehage Fleming has opened a Canadian representative office, Stonehage Fleming (Canada), in Toronto.
It will be led by Mike Moodie who has been appointed partner, having served as a consultant to the group and board member of Stonehage Fleming’s US operating company.
The representative office, opened in April 2017, is located in the heart of Toronto’s financial district at First Canadian Place and will serve as a gateway for high net worth Canadian residents with international needs.
Moodie’s role as partner is effective immediately, reporting to Mark McMullen, CEO of Family Office at Stonehage Fleming. He will work closely with Stonehage Fleming’s Zurich office, which is authorised to handle the investment affairs of select Canadian resident clients, as well as Peter Rosenberg, partner and head of the office in the US, and Stonehage Fleming’s London and Jersey offices in the British Isles.
McMullen says: “We are pleased to announce Mike’s appointment to Partner and the opening of our new representative office in Toronto. This demonstrates our commitment to providing holistic cross-border wealth management solutions to international families with interests in North America, as well as on the ground relationship management support to our existing clients based in Canada.
“Mike’s broad industry experience and contacts gained during a 30 year career with RBC, where as a senior executive he was responsible for growing the international wealth management businesses during subsequent postings in Canada, The Caribbean, US and UK, make him a valuable asset for our growth ambitions as the leading international family office firm globally.”
Moodie adds: “I am excited to have been given the opportunity to lead the Canadian representative office as we seek to broaden our reach to Canadian residents looking for access to tailored wealth management solutions for their cross-border needs and objectives.
In today’s complex world, it is increasingly likely that high net worth families need cross-border support to help simplify and coordinate their affairs, due to family members, assets, or business investments being spread across multiple jurisdictions. I strongly believe that Stonehage Fleming’s award-winning capabilities, cherished heritage as an international family office and independent ownership, will not only be welcomed but also align well with the long-term interests of Canadian resident clients who have cross-border profiles.”
CICC Family Wealth Management Forum, Shanghai
How to protect and manage family legacies for generations? How to break the curse of ‘clogs to clogs in three generations’? How to become the long lasting family with sustained vitality?
Stonehage Fleming joined China International Capital Corporation, VCP Advisors and Shanghai Advanced Institute of Finance at the 2017 CICC Family Wealth Management Forum in Shanghai.
The team and a host of academic experts and industry practitioners explored the challenges facing high net worth families and identified what solutions are available within the current turbulent financial market.
Lord Robin Renwick, Non-Executive Director, delivered a keynote speech on Geopolitical changes in UK and Europe and Adam Fleming, Deputy Chairman, presented the history of the Fleming family and Stonehage Fleming.
Mark McMullen, CEO Family Office, and Matthew Fleming, Partner, joined the panel discussion on ‘Service and demand for family office’. Gerrit Smit, Head of Direct Equity Management discussed ‘Overseas Investment and Asset Allocation’.