No two family clients have identical investment needs. Many ask us to manage their entire portfolio; others wish to provide greater input to the process and to have a high degree of interaction with our team. We regularly work with investors who draw upon their own expertise in specific sectors. Some of our clients are in the first generation of family wealth; others have many members across multiple generations, where succession and governance can be key investment issues. Some families who employ a variety of investment managers, use us as their gatekeeper to oversee investment strategy, research, administration and reporting.
In all cases, our clients can draw on a global investment perspective, knowing that our teams in London, Zurich, South Africa and Jersey will address the nuances of local markets and cross-border tax requirements. Building portfolios requires sophisticated analysis and monitoring, but we seek to deliver our service with simplicity and transparency. Our reports tell you what we have done and why, and the investment performance we have generated, at an agreed frequency. We will coordinate fully with your other advisers inside and outside Stonehage Fleming and we believe our charges are clear and fair.
Four Pillars of Capital for the Twenty First Century
The long-term success of families entails far more than the preservation or growth of financial capital. It entails the nurturing of three further pillars of capital too: Intellectual, Social and Cultural.
Accessing Private Capital - A Guide for Family Investors
With the backdrop of continuing low interest rates and periodic bouts of extreme market volatility, private capital has attracted increasing attention and investor demand in recent years.
Steinhoff: lessons for the long-term Investor
The end of 2017 delivered a momentous market event when JSE and Frankfurt listed retailer, Steinhoff International, announced the resignation of CEO Markus Jooste due to allegations of accounting irregularities. This significantly impacted the Steinhoff International share price. Whilst Stonehage Fleming Equity Management had no direct exposure to Steinhoff, we have taken lessons from this experience.