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Joseph Southern

Associate Director – Family Office, Tax Compliance & Client Reporting

Joe is an Associate Director in the Family Office North America Division. He also serves as a Tax Advisor to a number of ultra high net worth international families.

He joined the Group in 2024 following six years in public accounting. Most recently, Joe was a manager in Deloitte’s Investment Management practice, primarily serving hedge and credit funds.

Joe is a Certified Public Accountant and has a Bachelor’s degree in Economics from Fordham University.

Find the people with the expertise to meet your needs:

Giuseppe Ciucci

Executive Chairman of the Stonehage Fleming Group

Stuart Parkinson

Chief Executive Officer

Ari Tatos

Managing Partner

Mark McMullen

CEO - Family Office

Ian Crosby

Partner – Chairman, Jersey

Adrian Gardner

Group Chief Operating Officer (COO)

Graham Wainer

CEO - Investment Management

Anton Sternberg

Partner, Chairman - UK

John Veale

Partner – Deputy Head of Investments

Gerrit Smit

Partner - Head of Equity Management

Guy Hudson

Partner - Head of Group Marketing & Communications

Reyneke Van Wyk

Partner - Head of South Africa & Investment Management South Africa

Andreas Knecht

Partner - Chief Executive Officer, Investments Switzerland

Bob Reid

Partner - Chief Operating Officer Family Office

Caroline Bauer

Partner - Head of Family Office, Zurich

Dr Charl du Toit

Partner – Head of Tax Division, South Africa

David Bagraim

Partner - Family Office

Jacqui Cheshire

Partner - Head of Family Office, Switzerland

Johan van Niekerk

Partner - Head of Family Office, US

Koos Rossouw

Partner - Family Office

Layve Rabinowitz

Head of Family Office Middle East and Africa

Marguerite Mastenbroek

Partner - Group Marketing

Maria de Peverelli

Executive Chairman – Art Management

Michael Berman

Partner - Head of Client Management

Mike Moodie

Partner - Head of Family Office, Canada

Matthew Fleming

Partner - Head of Family Governance & Succession

Peter Rosenberg

Partner – Chairman of Stonehage Fleming Americas

Philippe De Salis

Partner - Head of Fiduciary, Switzerland

Richard Hill

Partner - Private Markets Advisory

Richard Stride

Partner - Family Office

Bryn Hatty

Partner - Chief Investment Officer Investment Management South Africa

Susie Hillier

Partner - Head of Wealth Planning

Helie de Cornois

Partner & Head of Family Office, Luxembourg

Graham Patrick

Partner - Head of Family Office, Mauritius

Willem Badenhorst

Group Head of Corporate Services and Head of Family Office, Cape Town

Greg Harris

Partner and Head of Family Office – British Islands

Nitzan Olsha

Managing Partner Stonehage Fleming Law Limited

Colin Bird

Managing Partner

Pieter Theron

Director - Head of Monaco office

Kate Boswell

Partner – Family Office

Stefan Flachsmann

Partner - Global Head of Financial Services

Raphael Eber

Head of Corporate Services (Continental Europe)

Matthew Brown

Director - Wealth Planning

Maha Arebi

Director - Head of Corporate & Fiduciary Services, Malta

Jamie Astbury

Director - Client Management

Ralph Awrey

Director - Business Development, Canada

Paula Bagraim

Partner - Tax Advisory

Steve Bakos

Consultant - Family Office

Nigel Beadsworth

Partner - Stonehage Fleming Law

Lorna Beckley

Director – Head of Family Office, Geneva

Nicholas Bernard

Partner - Group Chief Technology Officer

Paul Le Bihan

Director - Risk & Compliance

Lucy Birtwistle

Director – Family Office

Cora Binchy

Head of Fiduciary

Simon Boadle

Senior Adviser, Corporate Finance

Adrian Bottega

Director - Client Management

Lowry Brescia

Associate Director - Family Office

Kim Brown

Partner - Family Office

Steven Brown

Director - Group Business Development

Guy Brukman

Partner - Family Office

Dena Brumpton

Non-Executive Director

Rudi Bodenstein

Partner - Family Office

Rikus Bouwer

Partner - Family Office

Nick Burchett

Director – Investment Management

Samuele Caporossi

Director - Family Office

Jimmy Chan

Director - Client Management

Rupert Clarey

Director - Legal & Tax Advisory

Sean Curry

Director – Investment Strategy & Research

Becton Davis

Partner - Group Chief Financial Officer

Alastair Dean

Director - Investment Management

Tristan Dolphin

Director – Head of Sustainable Investments

Len Durham

Partner - Stonehage Fleming Law

Peter Egan

Partner - Head of Corporate & Fund Services Mauritius

Mervyn Ellis

Senior Advisor - Family Office

Wayne Elliott

Partner - Family Office

Ian Ferguson

Partner - Family Office

Robert Fidgen

Director - Family Office

Rebecca French

Director - Family Office

Jaco Geldenhuys

Head of Client Management - Investment Management Switzerland

Graeme Gill

Relationship Manager – Group Financial Services

Guy Gilson

Partner - Investment Management

Ryno Geldenhuys

Director – Family Office

Valerie Geiser

Director - Family Office

Vivian Haines

Director - Stonehage Fleming Law

Brendan Harmse

Director - Head of Corporate Services, South Africa

Bernie Herberg

Director - Family Office

Caspar Helmore

Partner - Client Management

Priyanka Hindocha

Partner - Head of Family Office UK

Jeffrey A. Hollowniczky

Director

Richard Fitzalan Howard

Senior Adviser - Investment Management

David Ibbotson

Director - Head of Corporate Services, Jersey

Tom Jeffcoate

Partner – Head of Equity Funds Research Analyst

Andrew Joy

Senior Adviser

Steven Kettle

Partner - Client Management

Robert Kirkby

Non-Executive Director

Tom Leader

Non-Executive Director

Carolyn Levin

Director - Investment Management

Rachelle Lewis

Director - Wealth Planning

Hattie Graham

Director – Wealth Planning

Tim Lewis

Non-Executive Director

Helen Loring

Director - Investment Strategy & Research

Johann Louw

Partner & Group Head of Operations - South Africa

Stuart Makin

Partner - Head of Sports & Entertainment

Savvas Mallas

Partner – Family Office

Frank Le Maistre

Partner – Head of Broking Services

Lehani Marais

Partner - Investment Management

Nicholas Mandrinos

Partner - Investment Management

Peter McLean

Director - Head of Multi-Asset Portfolio Solutions

John MIlls

Partner, Chairman - Luxembourg

Neil Montgomery

Director - Head of Risk & Compliance - Family Office and Corporate Services, South Africa

Henry Moss

Director - Stonehage Fleming Law

Paul Mumford

Director – Investment Management

Katie Mundell

Partner - Group Head of Risk & Compliance, UK & Investments

Elana Nel

Director - Tax Advisory

James Newell

Director - Investment Management

Scott Oliphant

Partner - Client Management

Karen Oliver

Director - Family Office

Darren Orelowitz

Director - Family Office

Nick Pilnick

Director - Investment Management

Jean-Pierre Du Plessis

Director - Equity Management South Africa

Mathew Powley

Partner - Private Capital

Hamish Ramsay

Partner – Group Head of Risk and Compliance - Family Office, Corporate Services, Legal and Tax Advisory

Andrew Nolan

Senior Adviser

Paul Roberts

Director - Head of Family Office Accounting

Gian Rossi

Non-Executive Director

John Ross-Munro

Partner

Grant Rogerson

Partner - Family Office

Eva Sheppard

Partner - Client Management

Hamish Sinclair

Partner - Business Development

Mark Sloan

Director - Equity Management

Nick Smith

Partner

Ezra Sofer

Partner - Family Office

Bruce Sinclair

Trustee Director - Family Office

Doris Sommavilla

Director - Family Office

Richard Stuart-Findlay

Director - Family Office

Kieren Stuttaford

Director - Shareholder Services

Thomas Stejskal

Director - Investment Management

Bev Stewart

Partner - Head of Family Office Jersey

Mark Swart

Partner – Client Relationship Manager

Mark Sullivan

Partner - Client Management

Kitty Tait

Director - Head of Content - Group Marketing

Christelle Theurillat

Partner - Head of Family Office Client Support

Ariane Vansimpsen

Director

Ana Ventura

Partner – Family Office

Simon Ward

Partner - Client Management

Paul Weldon

Partner - Sports & Entertainment

Paul Wiseman

Director - Senior Client Relationship Manager

Thomas Withington

Director - Equity Management

Meiping Yap

Director - Private Capital

Thiam Marais

Partner - Head of Family Office, Stellenbosch

Sarah Bartram

Director

Thys du Toit

Partner

Stephen Canton

Lawyer – Stonehage Fleming Law

Jenny Heunes

Senior CRM

Damien Jaquet

Associate Director – Investment Management

Philip Richardson

Associate Director - Investment Management

Chris Spencer

Benjamin Kraft

Director - Chief of Staff, Investment Management UK

Anna Wetherell

Head of Operations - Wealth Planning

Elanor Sowerbutts

Operations Manager - Wealth Planning

Patrick Lynch

Director

Tom Lloyd-Read

Technical Planning Manager – Wealth Planning

Adam Turner

Associate Director – Wealth Planning

Mark Adams

Associate Director – Wealth Planning

James Hoare

Wealth Planning Adviser – Wealth Planning

Jason Ridley

Wealth Planning Adviser – Wealth Planning

Sophia Adams

Wealth Planning Adviser – Wealth Planning

Cara Jackson

Client Relationship Associate – Wealth Planning

Kraig Baldwin

Client Relationship Associate - Wealth Planning

Sianah Brock

Client Relationship Associate - Wealth Planning

Kelly Ward

Senior Associate - Equity Management

Mark Leshnick

Associate Director - Client Management

James Cook

Director – Client Management

Miki Caves

Associate Director – Client Management

Irma Dick

Director - Head of Trusts & Estates, South Africa

Ed Hawthorne

Operations Director - Financial Services

Anna Smith

Senior Collection Manager - Art Management

Denise Morax

Associate Director - Art Management

Edward McDonald

Director

Rubina Romanelli

Art Advisor & Senior Collection Manager - Art Management

Catherine Kenny

Director - Head of Group Internal Audit

Robyn Bramwell

Director

Laura Perkins

Director

Briar Lock

Head of Risk & Compliance (Investment Management) South Africa

Damien Grummitt

Director - Group Head of Reward

Gillian Ralston Jordan

Partner and Head of the Family Office Guernsey

Andrea Kruger

Director - Family Office

Selu Mdlalose

Director - Family Office

Maxine Lace

Director - Family Office

Chris Cameron

Trustee Director – Family Office

Peter Walford

Managing Partner Monaco

Chiara Deceglie

Director - Legal & Governance, Luxembourg

Bernard Berger

Director - Family Office

Carolyn Bell

Partner - Deputy Portfolio Manager - GBI

Taymour Mortagui

Director - Senior Relationship Manager

Simon Brugelmann

Manager - Family Office

Lylanie Berg

Associate Director – Risk and Compliance Governance

Tanja Bernat

Director - Head of Client Relationship Management

Monean Winterbach

Director – Group Marketing

Paul Trilivas

Senior Equity Analyst - Investment Management

Elliot Domingue

Manager

Andrew Miller

Senior Associate

Aaron Fleishman, CFA

Senior Associate

Prandhana Naidu

Director – Equity Management

Mide O'Donnell Ruhan

Paralegal - London

Claire Gardener

Director - Group Finance

Ashley Allen

Director

Alasdair McLaren

Director – Family Office