STONEHAGE FLEMING XV: INAUGRAL COHORT REVEALED

London, 1^st February 2023 – Stonehage Fleming (“the Group”), one of the world’s leading international Family Offices, announces the fifteen women chosen for the inaugural ‘Stonehage Fleming XV: The Next Chapter of Wealth’.

This new UK initiative recognises women in leadership roles for their broad contribution, exhibiting all the positive characteristics of Stonehage Fleming’s Four Pillars of Capital. This premise, based on Stonehage Fleming’s regular proprietary research, holds that a family’s social, intellectual and cultural capital are as important to its long-term intergenerational health, as its financial capital.

The chosen SFXV come from a diverse variety of sectors including Life sciences, Pharma, Healthcare, Professional and financial services, Retail, Technology, Charities, and Arts & Culture.

The full list is:

• Dame Kate Bingham, DBE, Managing Partner, SV Health Investors and Former Chair of the UK Vaccine Taskforce
• Karen Blackett, OBE, WPP U.K President
• Francesca Brady, CEO & Co-Founder, AirRated
• Emma Bridgewater, CBE, Founder
• Jordan Brompton, Co-Founder & Chief Marketing Officer, myenergi
• Alex Depledge, MBE, Founder & CEO, Resi
• Dame Jayne-Anne Gadhia, DBE, Founder and Executive Chair, Snoop
• Michelle Kennedy, Founder and CEO, Peanut
• Deepali Nangia, Partner, Speedinvest
• Birgit Neu, Senior DEI Advisor
• Jenn Nkiru, Artist and Director
• Samantha Payne, MBE, Founder, Open Bionics
• Sharmadean Reid, MBE, Founder, The Stack World
• Romi Savova, Founder and CEO, PensionBee
• Laura Winningham, OBE, Founder and former CEO, City Harvest

The list was formally unveiled last night at a drinks reception where specially commissioned portraits of the SFXV, taken by the celebrated photographer Millie Pilkington, were displayed.

Chris Merry, CEO of Stonehage Fleming and SFXV judge, said: “The SFXV is an active demonstration of Stonehage Fleming’s huge admiration and respect for female talent, creativity and leadership. I have thoroughly enjoyed taking part as a judge throughout the selection process. Alongside our internal and external judges, we wish to thank all those who put forward nominations.”

Natalie Campbell, MBE, Stonehage Fleming UK Advisory Board Member and SFXV judge, said: “We are thrilled to have such pioneering female business leaders as part of our first cohort of the SFXV. Through the creation and launch of this cohort of women we have created a community where women can connect and collaborate through this shared experience.”

For more details about the Four Pillars of Capital and how they can be used as a framework for intergenerational wealth planning, please visit https://www.stonehagefleming.c...

Find out more about our SFXV: www.stonehagefleming.com/sf15

Stonehage Fleming Announces Appointment of Global Head of Human Resources

Stonehage Fleming (“the Group”), one of the world’s leading international multi-family offices, announces the appointment of Carol Mote as Global Head of Human Resources and a member of the Group Executive Committee.

Carol has over 20 years’ experience as a senior Human Resources professional specialising in HR transformations, cultural change and employee relations. She has also acted as a strategic adviser leading M&A transactions from a people perspective. She first joined Stonehage Fleming as interim Global Head of Human Resources in July 2022. Prior to joining Stonehage Fleming, Carol was a Managing Director and Senior Director for professional services companies KPMG and Deloitte. She has also held global roles with JPMorgan, LSEG, Unilever and Centrica.

Carol will be based in London reporting directly to Chris Merry, Group CEO. Her role is effective immediately.

Commenting on the appointment, Chris Merry, Group CEO of Stonehage Fleming, said: “It is a pleasure to welcome Carol to Stonehage Fleming as our Global Head of Human Resources. She brings deep people expertise and extensive knowledge of client facing businesses in several sectors, including financial and professional services. The combination of Carol’s commercial and operational acumen and her proactive and pragmatic approach to organisational transformation will be invaluable to the Group as it continues to grow and respond to an increasingly challenging operating environment worldwide.”

Carol Mote said: “I am delighted to join Stonehage Fleming to lead and drive the Group’s HR offering. The Group recognises that people are its greatest asset and I look forward to leveraging my global experience in this area as it continues to grow. Stonehage Fleming is a widely respected adviser to many of the world’s leading families and wealth creators and I am excited to be part of the team.”

Stonehage Fleming Appoints Senior Trustee in Jersey

Stonehage Fleming (“Stonehage Fleming” or “the Group”) one of the world’s leading international multi-family offices, announces the appointment of Laura Perkins as Senior Trustee.

Adding to Stonehage Fleming’s fiduciary expertise, Laura will be responsible for managing assets held in trust on behalf of beneficiaries, acting on boards of corporate trustee and corporate director companies in a number of jurisdictions. Laura is based in Jersey and reports to Richard Stride, Head of Family Office Jersey. Her appointment is effective immediately.

With 17 years’ legal experience Laura joins Stonehage Fleming from Collas Crill where she was a Group Partner. Appointed to the firm in 2019, she was responsible for providing advice to private and institutional clients on all aspects of Jersey trust, succession and probate law and ancillary matters. Prior to this role, she was a senior associate at Harneys based in the British Virgin Islands.

Richard Stride, Head of Family Office Stonehage Fleming Jersey, said: “It is a pleasure to welcome Laura to Stonehage Fleming. Her extensive technical expertise will be invaluable to our existing talented and dedicated fiduciary teams. The appointment of Laura reflects the importance of our presence here on the Island and our continued role as trusted advisers to many of the world’s leading families and wealth creators across generations and geographies.”

Laura Perkins added: “I am delighted to join Stonehage Fleming. The Group has decades of practical experience and a substantial range of cross-jurisdictional fiduciary services and I look forward to enhancing the team’s expert fiduciary offering here in Jersey.

Stonehage Fleming continues to grow in Jersey with an additional appointment of Mee Mee Phyo. She joins Family Office Jersey as a Trust Administrator and reports to Rebecca French. Her appointment is effective immediately. Mee Mee Phyo joins from Fairway Group where she was a trust and client accounts administrator.

ENDS

FOR FURTHER INFORMATION, PLEASE CONTACT

MEDIA CONTACTS

Montfort Communications

Pippa Bailey / Isabel Garnon

E: stonehagefleming@montfort.london

T: +44 7738 912267 / +44 7772 207 207

NOTES TO EDITORS

Stonehage Fleming is one of the world’s leading independently owned multi- family offices and the largest in Europe, Middle East and Africa (EMEA), as measured by its breadth of services, geographic reach and by assets under management, advice and administration.

Stonehage Fleming provides a range of services from long-term strategic planning and investments to day-to-day advice and administration to the world’s leading families and wealth creators. The Group advises on over GBP60bn (USD75bn) of assets and includes an investment business with more than GBP16bn (USD20bn) under management for families and charities. Stonehage Fleming is c.50% owned by management and staff. The Group employs over 900 people in 14 locations around the world.

Find out more at: www.stonehagefleming.com

Stonehage Fleming Hosts Cocktail Party to Celebrate Opening of Miami Office

The Hotel AKA Brickell recently played host to a cocktail party held by one of the world’s leading international Family Offices, Stonehage Fleming.

The event was staged to celebrate the opening of Stonehage Fleming’s new office in Florida. Guests representing Miami’s dynamic ultra-high net worth community enjoyed cocktails and conversation with Stonehage Fleming’s North American Leadership team, including Johan van Niekerk, Head of Family Office, US; Peter Rosenberg, Head of US offices in Philadelphia, PA and Mike Moodie, Head of Family Office for Canada in Toronto.

Commenting on the evening, Johan van Niekerk said: “This is a new chapter for Stonehage Fleming that is especially meaningful for us as a team because it demonstrates our commitment to expanding our capabilities in the United States.

“Being here represents a fantastic opportunity. Miami is the undisputed gateway to Latin America and we are so excited to be able to offer a local presence that meets the needs of this important and growing segment of our client base.”

Stonehage Fleming’s office is located in the Brickell Avenue Financial District. Lowry Brescia has been appointed to the position of Client Relationship Manager and heads the Group’s Representative Office in Miami. She works alongside Johan van Niekerk and is responsible for the development and management of client relationships in key markets of both Florida and Latin America.

A Miami resident of over two decades, Lowry joined the Group in 2022 after having spent five years’ as Vice President of Operations a private commercial real estate investment Fund subsidiary of Lionheart Capital, where she managed the day-to-day operations of a 6 million square foot portfolio throughout the US. Prior to this, she spent over a decade at Cantor Group (formerly Cantor & Webb), a world renowned International Tax Law Firm, where she managed the affairs of ultra/high net worth international individuals and families from Latin America, the United States, the Caribbean and Europe.

Lowry Brescia concluded: “Families around the world find themselves navigating an increasingly sophisticated and complicated environment. This is especially true for Latin-American families who have been dealing with political instability, ever changing tax regimes and insecurity for years. At the same time, there has been a significant jump in private capital investments throughout the region, especially focusing on the digital infrastructure and renewable energy sectors. These unique set of circumstances have led to a sustained and growing demand for expert advice on a multi-jurisdictional level.”

“Stonehage Fleming has been supporting wealthy families with complex international lives for decades. The growing number of Latin American families we support is a testament to our work and our commitment to the region.”

Stonehage Fleming now has a presence in 14 geographies around the world, including an office in Philadelphia, and a representative office in Toronto, Canada.

NOTES TO EDITORS

Stonehage Fleming is one of the world’s leading independently owned multi- family offices and the largest in Europe, Middle East and Africa (EMEA), as measured by its breadth of services, geographic reach and by assets under management, advice and administration.

Stonehage Fleming provides a range of services from long-term strategic planning and investments to day-to-day advice and administration to the world’s leading families and wealth creators. The Group advises on over GBP60bn (USD75bn) of assets and includes an investment business with more than GBP16bn (USD20bn) under management for families and charities. Stonehage Fleming is c.50% owned by management and staff. The Group employs over 900 people in 14 locations around the world. Find out more at: www.stonehagefleming.com

Stonehage Fleming Agrees To Acquire Rootstock Investment Management’s Business And Assets

Stonehage Fleming (“Stonehage Fleming” or “the Group”), one of the world’s leading international multi-family offices, today announces that it has agreed to acquire the business and assets of Rootstock Investment Management (“Rootstock”), an investment firm based in South Africa.

On completion of the transaction, which is subject to regulatory approval, Stonehage Fleming will acquire all the operating activities of Rootstock, including the Rootstock SCI Worldwide Flexible Fund and the Rootstock Global Equity UCITS Fund. This will bring additional scale in AUM and further investment expertise, together with an on the ground presence in Stellenbosch, further strengthening Stonehage Fleming’s position in the South African domestic market.

Subject to regulatory approval, Rootstock Global Equity UCITS Fund will be amalgamated with Stonehage Fleming’s flagship Global Best Ideas Equity fund (“GBI”), managed by Gerrit Smit, Head of Stonehage Fleming Global Equity Management. Rootstock SCI Worldwide Flexible Fund will be renamed the Stonehage Fleming SCI Worldwide Flexible Fund; it will continue to be managed by Johan Barkhuysen, reporting to Gerrit in London.

On completion, Rootstock founder Thys du Toit will join Stonehage Fleming as a Partner.

Chris Merry, Stonehage Fleming Group CEO commented: “We warmly welcome Rootstock and its clients to Stonehage Fleming. We have known Rootstock for many years and are confident of the cultural fit between the firms, already sharing a number of clients. This transaction continues our strategy of supplementing organic growth through select acquisitions and we will continue to look for companies which share Stonehage Fleming’s values and culture, as we have already demonstrated to positive effect with Cavendish in 2020, and Maitland in 2022.

Thys du Toit, founder of Rootstock Investment Management, commented: “Stonehage Fleming and Rootstock’s similar culture, core values and investment philosophy could not be better if by design. Stonehage Fleming is a firm whose investment acumen Rootstock holds in high regard and many of Rootstock’s clients already know and value Stonehage Fleming and Gerrit Smit, a respected industry leader. This new chapter within the Stonehage Fleming family presents an exciting opportunity for us all.”

Stonehage Fleming was advised on the transaction by Stonehage Fleming Advisory and Stonehage Fleming Law.

FOR FURTHER INFORMATION, PLEASE CONTACT

Montfort Communications

Pippa Bailey / Lola Adekaiyaoja

E: stonehagefleming@montfort.london

T: +44 7738 912267 / +44 7427 487 118

NOTES TO EDITORS

Stonehage Fleming is one of the world’s leading independently owned family offices and the largest in Europe, Middle East and Africa (EMEA), as measured by its breadth of services, geographic reach and by assets under management, advice and administration.

Stonehage Fleming provides a range of services from long-term strategic planning and investments to day-to-day advice and administration to the world’s leading families and wealth creators. The Group advises on over GBP60bn (USD75bn) of assets and includes an investment business with more than GBP16bn (USD20bn) under management for families and charities. Stonehage Fleming is c.50% owned by management and staff. The Group employs over 900 people in 14 locations around the world. Find out more at: www.stonehagefleming.com

Stats as at end of September 2022

Stonehage Fleming Announces Appointment of Group Head of Financial Services

Stonehage Fleming (“the Group”), one of the world’s leading international Family Offices, announces the appointment of Stefan Flachsmann as Group Head of Financial Services.

In this newly created role, Stefan will be responsible for managing and developing Stonehage Fleming’s financial services offering. This includes the Group’s treasury, dealing and custody platforms, the Group’s financial counterparty relationships, and relationships with the Group’s financial partners. Stefan will be based in Zurich and will report directly to Chris Merry, Group CEO.

Stefan has 27 years’ experience in investment and private banking, as well as asset and fund management, and has worked in the US, Europe, and APAC. He joins Stonehage Fleming from UBS where he was Head of Asset Servicing Europe. Stefan joined UBS in 2006 in the Investment Bank where he held various risk positions and was responsible for enhancing its operational risk framework. He was a founding member of the Asset Servicing business in UBS, which included the creation of an institutional wealth platform and solutions for UHNW and institutional clients. Prior to UBS he worked as a risk and management consultant leading global regulatory and banking programmes.

Stonehage Fleming’s Financial Services division forms the fourth pillar of business for the Group, adding to Family Office, Investment Management and Corporate, Legal & Tax Advisory Services.

Commenting on the appointment, Chris Merry, Group CEO of Stonehage Fleming, said: “It is a pleasure to welcome Stefan to Stonehage Fleming. He brings a unique range of client servicing and operational skills and has extensive process and product knowledge of the financial services industry. The combination of Stefan’s commercial and operational acumen, alongside his strategic vision, will be invaluable to the Group as we continue to support some of the world’s leading families and wealth creators across generations and geographies.”

Stefan Flachsmann said: “I am delighted to join Stonehage Fleming to manage and develop the Group’s Financial Services offering. Providing families with state-of-the-art financial solutions underpinned by high quality operational support and execution is key to enable strategic advice and planning services. These combined all help discerning clients to address the challenges of creating and preserving wealth. Stonehage Fleming is a widely respected adviser to many of the world’s leading families and wealth creators and I look forward to being part of the team.”

ENDS

FOR FURTHER INFORMATION, PLEASE CONTACT

Montfort Communications

Pippa Bailey / Isabel Garnon

E: stonehagefleming@montfort.london

T: +44 7738 912267 / +7772 207 207

NOTES TO EDITORS

Stonehage Fleming is one of the world’s leading independently owned multi- family offices and the largest in Europe, Middle East and Africa (EMEA), as measured by its breadth of services, geographic reach and by assets under management, advice and administration.

Stonehage Fleming provides a range of services from long-term strategic planning and investments to day-to-day advice and administration to the world’s leading families and wealth creators. The Group advises on over GBP60bn (USD75bn) of assets and includes an investment business with more than GBP16bn (USD20bn) under management for families and charities. Stonehage Fleming is c.50% owned by management and staff. The Group employs over 900 people in 14 locations around the world. Find out more at: www.stonehagefleming.com

Stonehage Fleming announces appointments to Group Board

Stonehage Fleming, one of the world’s leading international Family Offices, announces the appointments of Dena Brumpton and Michael Solomon to the Group Board.

Dena is the former Chief Executive of Barclays' Savings, Investments and Wealth Management division and sat on Barclays’ UK Executive Committee. She spent the majority of her executive career at Citigroup, most recently as the Global Chief Operating Officer of the Private Bank.

Dena currently sits on the Board of Scottish Widows Schroders Personal Wealth, Maitland Group, Churchill Capital V (NYSE). She is also an adviser to Mirabaud & Cie, UK and formerly served on Cancer Research UK’s Women of Influence Board and was a member of British Airways International Business Advisory Board.

Michael Solomon joined the Group Board in April, following the successful completion of Stonehage Fleming’s acquisition of Maitland’s Private Client Services business. Michael is a corporate and commercial lawyer with extensive experience in cross border mergers and acquisitions, international tax and corporate finance. Michael’s appointment follows his previous roles as Chairman and more recently as Non-Executive Director of the Maitland Group.

Commenting on the appointments, Chris Merry, Group CEO of Stonehage Fleming, said:

“It is a pleasure to welcome both Dena and Michael to the Stonehage Fleming Group Board. Their extensive experience will be invaluable as they work alongside our existing Board members to shape the future of the business.”

“Stonehage Fleming’s goal is to be the most trusted adviser to successful families and wealth creators. We are actively committed to diversity and inclusion and are proud to have attracted one of the leading women in financial services to our Board. We look forward to working alongside both Dena and Michael to continue to innovate and adapt to the needs of our diverse multi-generational client base.”

Dena Brumpton said:

“I am thrilled to sit on the Board of such a highly respected and trusted business, Stonehage Fleming has a long-standing reputation and has paved the way in being a diverse modern family office. I look forward to working alongside my fellow Board members to further grow the business at what is an exciting time of progression for the Group.”

Michael Solomon, on his appointment to Stonehage Fleming’s Group Board said:

“Following Stonehage Fleming’s acquisition of Maitland’s Private Client Services business, I look forward to taking on this new role on the Stonehage Fleming Board and combining both Maitland’s and Stonehage Fleming’s diverse and comprehensive offerings to our clients.”

ENDS

FOR FURTHER INFORMATION, PLEASE CONTACT

Montfort Communications

Pippa Bailey / Isabel Garnon

E: stonehagefleming@montfort.london

T: +44 7738 912267 / +7772 207 207

NOTES TO EDITORS

Stonehage Fleming is one of the world’s leading independently owned multi- family offices and the largest in Europe, Middle East and Africa (EMEA), as measured by its breadth of services, geographic reach and by assets under management, advice and administration.

Stonehage Fleming provides a range of services from long-term strategic planning and investments to day-to-day advice and administration to the world’s leading families and wealth creators. The Group advises on over GBP60bn (USD75bn) of assets and includes an investment business with more than GBP16bn (USD20bn) under management for families and charities. Stonehage Fleming is c.50% owned by management and staff. The Group employs over 900 people in 14 locations around the world. Find out more at: www.stonehagefleming.com

Judges announced for the inaugural Stonehage Fleming XV

Vick Hope, Caroline Michel, Marcela Navarro and Myriam Vander Elst confirmed as judges for Stonehage Fleming’s women in leadership initiative

Stonehage Fleming, one of the world’s leading international Family Offices, announces the judges for the ‘Stonehage Fleming XV’. Based on the Group’s Four Pillars of Capital proprietary research, the initiative will recognise fifteen female entrepreneurs and business women for their cultural, intellectual, financial and social contributions to society.

The judges each act as an ambassador of one of the Four Pillars of Capital and are:

• Vick Hope, TV and radio presenter, journalist and published author for cultural;

• Caroline Michel, CEO of PFD and Literary and Talent Agent for intellectual;

• Marcela Navarro, CEO & Co-Founder of Project X Global for financial; and

• Myriam Vander Elst, Chief Engagement Officer at Epic Foundation for social.

Chris Merry, CEO of Stonehage Fleming, said: “Launching the Stonehage Fleming XV is an important milestone in our Group’s journey, and we are proud to have these impressive, successful women join us as independent judges. I am looking forward to working alongside them and unveiling our first Stonehage Fleming XV later this year.”

Guy Hudson, Head of Marketing and Communications at Stonehage Fleming, added: “We are thrilled that women of such high calibre will be joining us as our external judges. They each bring experience, insight and wise counsel and will help us identify and celebrate those women who demonstrate the positive characteristics of cultural, intellectual, financial and social capital.”

“Our goal is to create a community where women can connect, collaborate and share experiences with a broad network of those facing similar challenges. This won’t be a one-off, we aim to create significant value in what will become a self-sustaining network.”

Four Stonehage Fleming representatives will complete the judging panel. They are: Chris Merry, Group CEO; Natalie Campbell MBE, member of the Stonehage Fleming UK Advisory Board and Co-CEO of Belu; Mona Shah, Head of Sustainable Investments and Guy Hudson, Head of Marketing and Communications.

Candidates for nomination can be from any sector or industry, but must be UK-based. Nominations will close in 9 days and can be made via Stonehage Fleming’s dedicated Stonehage Fleming XV website.

For more details about the Four Pillars of Capital and how they can be used as a framework for intergenerational wealth planning, please visit https://www.stonehagefleming.com/fourpillars

ENDS

FOR FURTHER INFORMATION, PLEASE CONTACT

Montfort Communications

Toto Reissland-Burghart / Isabel Garnon

E: stonehagefleming@montfort.london

T: +44 7976 098139 / +7772 207 207

NOTES TO EDITORS

Stonehage Fleming is one of the world’s leading independently owned multi- family offices and the largest in Europe, Middle East and Africa (EMEA), as measured by its breadth of services, geographic reach and by assets under management, advice and administration.

Stonehage Fleming provides a range of services from long-term strategic planning and investments to day-to-day advice and administration to the world’s leading families and wealth creators. The Group advises on over GBP60bn (USD75bn) of assets and includes an investment business with more than GBP16bn (USD20bn) under management for families and charities. Stonehage Fleming is c.50% owned by management and staff. The Group employs over 900 people in 14 locations around the world. Find out more at: www.stonehagefleming.com

Stonehage Fleming supports the Duke of Edinburgh’s International Award

The Award will be delivered by Afrika Tikkun reaching 685 disadvantaged young people over three years

Stonehage Fleming (“the Group”), the leading independently owned international multi-family office, is pleased to announce its commitment to provide three years of support to The Duke of Edinburgh’s International Award (“the Award”). The donations will directly support the work of the President’s Award for Youth Empowerment in South Africa, helping to engage young people in disadvantaged communities. It will be delivered by the Group’s charitable partner and leading non-profit organisation, Afrika Tikkun.

Established in 1956 by HRH The Prince Philip, Duke of Edinburgh, The Duke of Edinburgh’s International Award is a global framework which empowers young people to learn and grow through non-formal education and learning, all while working towards internationally recognised accreditation. Operating in more than 130 countries and territories, the Award supports 14-25 year olds to develop transferrable skills, get active, cultivate a sense of adventure and volunteer in their community.

The Award is delivered through a range of national and local partners worldwide, including The President’s Award for Youth Empowerment in South Africa, where almost 4,000 young people are currently taking part, supported by 600 volunteers.

Stonehage Fleming has a longstanding relationship with Afrika Tikkun and together they support disadvantaged youth with education and social development. The Award will be available in all five of Afrika Tikkun’s centres across Gauteng and the Western Cape.

Chris Merry, Group CEO of Stonehage Fleming said: “Our new and extended partnership with Afrika Tikkun will allow more young people to take part in The Duke of Edinburgh’s International Award. Through our support, the Award will reach further into the most disadvantaged communities in South Africa, filling a gap and giving equal opportunities to develop essential skills and experience.”

“We are delighted to support such a worthy cause and proud to be part of the Award’s global ambition to reach an additional two million young people. We look forward to seeing the young people who take part grow and learn from their experience.”

John May, Secretary General of The Duke of Edinburgh’s International Award Foundation said: “This is an exciting partnership for the Award, the benefits of which will be shared by hundreds of young people in South Africa over the coming three years. Africa is one of the Award’s fastest growing regions, which makes this partnership with Stonehage Fleming and our friends at Afrika Tikkun all the more relevant. Thank you to Stonehage Fleming, for your support and commitment to young people as they discover their infinite potential through the Award.”

Carole Day, UK CEO of Afrika Tikkun UK said: “We are thrilled to now offer the Award at our centres in South Africa, where the most disadvantaged young people of our communities can come together to enhance their education outside of academia. The Award offers young people the chance to learn skills such as resilience, leadership, agency, and problem solving, giving them an opportunity to excel outside of the classroom with like-minded peers. Stonehage Fleming has been long supporters of the work we do, and we are proud to be able to provide the Award with their continued contribution.”

ENDS

FOR FURTHER INFORMATION, PLEASE CONTACT

MEDIA CONTACTS

Montfort Communications

Pippa Bailey / Isabel Garnon

E: stonehagefleming@montfort.london

T: +44 7738 912267 / +44 7772 207 207

NOTES TO EDITORS

Stonehage Fleming is one of the world’s leading independently owned multi- family offices and the largest in Europe, Middle East and Africa (EMEA), as measured by its breadth of services, geographic reach and by assets under management, advice and administration.

Stonehage Fleming provides a range of services from long-term strategic planning and investments to day-to-day advice and administration to the world’s leading families and wealth creators. The Group advises on over GBP60bn (USD75bn) of assets and includes an investment business with more than GBP16bn (USD20bn) under management for families and charities. Stonehage Fleming is c.50% owned by management and staff. The Group employs over 900 people in 14 locations around the world.

For more information visit: www.stonehagefleming.com

The Duke of Edinburgh’s International Award is a global, non-formal education and learning framework which challenges young people to develop new skills, get physically active, learn about teamwork and leadership through Adventurous Journey and volunteer within their community.

It was founded by HRH The Prince Philip, The Duke of Edinburgh in 1956, in conjunction with German educationalist Kurt Hahn.

It is known by a range of different names around the world – including The President’s Award in Kenya, DofE in the UK, The International Award for Young People in India and Mednarodno priznanje za mlade (MEPI) in Slovenia.

There are currently more than a million young people completing their own unique Award programme, via hundreds of thousands of youth-focused partners and operators, including schools, youth organisations, examination boards and youth offenders’ institutions.

From running as an established programme in a blind boys’ academy in India, to the introduction into youth organisations in Israel; the Award’s framework can support and thrive in a multitude of different environments.

Since its launch over 60 years ago, millions of young people have participated and received Awards, with millions more benefitting from its impact in communities around the world.

HRH The Earl of Wessex is Chairman of the Board of Trustees for The Duke of Edinburgh’s International Award Foundation.

For more information visit: www.intaward.org

Stonehage Fleming opens gateway office in Miami

Announces appointment of Lowry Brescia as client relationship manager

Today, Stonehage Fleming announces the opening of its new representative office in Florida and the appointment of Lowry Brescia in the position of Client Relationship Manager for the Group in Miami.

The representative office is located in the Brickell Avenue Financial District and is further evidence of Stonehage Fleming’s growing presence in North America. It will serve as a gateway for ultra / high net worth individuals and families in Florida and throughout Latin America to access Stonehage Fleming’s award-winning global network of offices and capabilities. In addition, it will also be a local port of call for professional intermediaries either in, or passing through, the area.

Lowry Brescia’s role as Client Relationship Manager is effective immediately. She will report to Johan van Niekerk, Head of Family Office (US). Lowry joins Stonehage Fleming from Lionheart Capital where she was Vice President of Operations. Prior to this, she spent over a decade at The Cantor Group (formerly Cantor & Webb P.A.), latterly as Director of Client Services & Public Relations. Lowry will work closely with Family Office colleagues across the Group and will focus on developing and managing client relationships, particularly in the Latin American market.

Johan van Niekerk, Head of Family Office (US), said: “We are committed to expanding our capabilities and presence across the United States. We are therefore very pleased to announce the opening of our new representative office in Florida. Miami is the undisputed gateway to reach Latin American clients and we are excited to be able to offer a local presence that meets the needs of clients in this important segment of the market.”

“Lowry’s broad industry experience and contacts gained by working with ultra / high net worth individuals predominantly from Latin America, North America and the Caribbean is hugely valuable as we seek to develop our presence in Florida. Having been based in Florida for two decades and a fluent Spanish speaker, Lowry is firmly embedded in the community and has a clear understanding of the wealth management landscape. I am excited to welcome her on board and look forward to working closely with her in the coming months.”

Lowry Brescia added: “I am thrilled to be supporting Stonehage Fleming’s entry into Florida, and gateway to Latin America with the opening of its representative office in Miami. While ultra /high net worth families may have complex international needs that require our broad global service offering that does not stop them from wanting to have a contact that can provide valuable assistance in their local market.”

The opening of the representative office in Miami, Florida, means that Stonehage Fleming now has a presence in 14 geographies around the world, including an office in Philadelphia, and a representative office in Toronto, Canada.

ENDS

FOR FURTHER INFORMATION, PLEASE CONTACT

Montfort Communications

Pippa Bailey / Isabel Garnon

E: stonehagefleming@montfort.london

T: +44 7738 912267 / +7772 207 207

NOTES TO EDITORS

Stonehage Fleming is one of the world’s leading independently owned multi- family offices and the largest in Europe, Middle East and Africa (EMEA), as measured by its breadth of services, geographic reach and by assets under management, advice and administration.

Stonehage Fleming provides a range of services from long-term strategic planning and investments to day-to-day advice and administration to the world’s leading families and wealth creators. The Group advises on over GBP60bn (USD75bn) of assets and includes an investment business with more than GBP16bn (USD20bn) under management for families and charities. Stonehage Fleming is c.50% owned by management and staff. The Group employs over 900 people in 14 locations around the world. Find out more at: www.stonehagefleming.com

Stonehage Fleming announces new appointments in Jersey

Stonehage Fleming, one of the world’s leading international Family Offices, announces the appointment of Richard Stride as Head of Family Office Jersey, and Bruce Sinclair as Trustee Director in the Jersey Family Office Division.

Richard acts as a Trusted Adviser to wealthy international families and for the past 14 years has assisted with their day-to-day challenges regarding succession, governance and complex wealth requirements. He joined the Stonehage Fleming Group in 2007 and was Head of the Family Office Division in Johannesburg before moving to the Jersey office in 2017.

He succeeds Ana Ventura who will now serve as a Trustee and Key Adviser to a number of Stonehage Fleming’s high net worth international families.

Bruce has 12 years’ legal experience and joins from Standard Bank, where he served as Head of Legal for the Trust and Fiduciary Services Offshore Division, joining in 2017. Bruce led the Fiduciary Legal unit to provide fiduciary and risk related legal advice and support to its front office in relation to the administration of trusts and company structures. Bruce has held various roles including working as a lawyer at Carey Olsen, qualifying from Dickson Minto W.S.

Bruce will work closely with clients, advisors, co-trustees and other divisions and business units within the Stonehage Fleming Group and acts on Stonehage Fleming’s Board of the Jersey and British Virgin Islands Corporate Directors and Trustees. He is based in Jersey and reports to Richard Stride, Head of Family Office Jersey. His appointment is effective immediately.

Commenting on the appointments, Ian Crosby, Chairman of Stonehage Fleming Jersey, said: “It is a pleasure to welcome Bruce to Stonehage Fleming. His extensive technical and commercial experience will be invaluable to our existing talented and dedicated team. His appointment reflects the importance of our continued role as trusted advisers to leading families of the future and wealth creators.”

“We look forward to Richard’s continued work in his new role as Head of Family Office Jersey, and thank Ana for her years of dedication and commitment. Both are extremely valued members of Stonehage Fleming’s Jersey office.”

Bruce Sinclair said: “I am delighted to join Stonehage Fleming and its highly qualified team. I look forward to enhancing our offering and helping individuals and families structure their finances to realise their vision of how their wealth should be managed and passed smoothly down to future generations.”

ENDS

FOR FURTHER INFORMATION, PLEASE CONTACT

Montfort Communications

Pippa Bailey / Isabel Garnon

E: stonehagefleming@montfort.london

T: +44 7738 912267 / +7772 207 207

NOTES TO EDITORS

Stonehage Fleming is one of the world’s leading independently owned multi- family offices and the largest in Europe, Middle East and Africa (EMEA), as measured by its breadth of services, geographic reach and by assets under management, advice and administration.

Stonehage Fleming provides a range of services from long-term strategic planning and investments to day-to-day advice and administration to the world’s leading families and wealth creators. The Group advises on over GBP60bn (USD75bn) of assets and includes an investment business with more than GBP16bn (USD20bn) under management for families and charities. Stonehage Fleming is c.50% owned by management and staff. The Group employs over 900 people in 14 locations around the world. Find out more at: www.stonehagefleming.com

Stonehage Fleming signs lease on St James’s Square office

Stonehage Fleming, one of the world’s leading independent international multi-Family Offices, has signed a lease for their new London office at 6 St James’s Square, taking over 3 floors which will be refurbished and upgraded to allow for modern working practices. This move allows the company to consolidate its operations onto fewer floors but over a larger overall space in a manner which enhances collaboration across the many different services that the company offers to its clients. Stonehage Fleming will complete the move from their current offices in Suffolk Street, by late Summer or early Autumn 2022.

Chris Merry, Group CEO of Stonehage Fleming said:

“We are excited to move to such a prestigious London location and continue serving our UK and international clients from a larger and more modernized space. This move marks a new chapter for Stonehage Fleming, having been in Suffolk Street since 2007, and it will embrace the next period of growth.”

6 St James’s Square is owned by Pontegadea, a Spanish firm, and currently entirely let to Rio Tinto. Stonehage Fleming are sub-leasing three floors in the building from Rio Tinto until 2029. Savills acted on the transaction on behalf of Stonehage Fleming.

ENDS

MEDIA CONTACTS

Montfort Communications
stonehagefleming@montfort.london

Pippa Bailey | +44 7738 912267

Izzy Garnon | +44 7772207207

NOTES TO EDITORS

Stonehage Fleming is one of the world’s leading independently owned multi- family offices and the largest in Europe, Middle East and Africa (EMEA), as measured by its breadth of services, geographic reach and by assets under management, advice and administration.

Stonehage Fleming provides a range of services from long-term strategic planning and investments to day-to-day advice and administration to the world’s leading families and wealth creators. The Group advises on over GBP60bn (USD75bn) of assets and includes an investment business with more than GBP16bn (USD20bn) under management for families and charities. Stonehage Fleming is c.50% owned by management and staff. The Group employs over 900 people in 14 locations around the world. Find out more at: www.stonehagefleming.com .

Statistics as at 1 February 2022