A full service offering incorporating a family's cash and investment needs all in one place.

Cash management, deal execution, and custody.

Stonehage Fleming Dealing and Treasury Services provides a complete administration service to help families manage a broad range of requirements including cash management, money market funds, deal execution and custody.

Our deal execution team acts as an agent, going to the market and placing trades based on behalf of clients or their investment manager. For more sophisticated clients, we can assist them in implementing their investment strategy.

Our system enables us to spread banking counterparty risks across a number of prime institutions and provides our clients which a single point of contact for their specific banking and investment requirements.

Managing your banking and investment requirements via Stonehage Fleming Dealing & Treasury offers a number of key benefits

What we offer

Lower risk in an increasingly fragile banking system
Lower cost and a simple, one-contact client interface
Spread of counterparty risk across a population of carefully selected core banks
Ongoing assessment of participating banks with replacement/addition as appropriate
Client data held entirely within Stonehage Fleming
Enhanced integrity, accuracy and consistency of data held
Reducing risk of problems increasingly caused by inaccurate bank records
Reduced costs of operating multiple banking and investment accounts

Reduced costs of meeting compliance and money-laundering regulatory requirements
Improved reporting with clearer statements and daily updates of positions and portfolios
Greater transparency on holdings, obligations, pricing and custody
Single consolidated account statement, cash flow statement, from Stonehage Fleming across all securities and cash holdings
Access to statements and positions online