Investment Management

Drawing on extensive resources and expertise, we invest on a discretionary or advisory basis across the full range of asset classes.

Global perspective, individual needs for investments

Stonehage Fleming Investment Management constructs global diversified portfolios with the objective of preserving and growing our clients’ wealth.

We offer our services from 20 offices in 14 geographies. Working concurrently with other trusted advisers (inside and outside of Stonehage Fleming), we are able to draw on over 40 years of practical experience to help families, their advisers and trusts to address the challenges of creating and preserving wealth across generations.

Whether you are a first-generation entrepreneur or a multi-generational family, we have the investment wisdom and experience to ensure that the wealth you have worked hard to create will be preserved.

Click here to view our Stonehage Fleming Investment Management website for more information.

What we offer

  • Protection of peace of mind and valuable time for families
  • Services tailored to the needs of successful families
  • Extensive experience with three generations of client collaboration
  • Practical wisdom from a sixth-generation family at the core
  • Access to a global network of talent and opportunities
  • Resources to identify and execute client needs effectively
  • Independent ownership with management and staff as significant shareholders
  • Strong incentive to provide excellent service
  • Foundation for stable and long-standing relationships
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