Stonehage Fleming

RIASEC RegisteredEst. 2021

Total AUM

$19.5B

Discretionary

$14.3B

73% of AUM

Avg account

$28.2M

Accounts

690

Employees

100

Advisory reps

Firm details

Headquarters: London Greater London,
CRD number: 313913
Registered since: December 8, 2021
Website: www.stonehagefleming.com
Custodians: MULTREES, STONEHAGE FLEMING DEALING & TREASURY SERVICES, UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI53.35%
Investment Companies28.26%
Charitable Organizations8.26%
Other6.69%
Corporations / Businesses3.07%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Stonehage Fleming is an independent, corporation-structured registered investment adviser that acts both as manager and capital allocator for wealthy individuals, families and institutional clients. The firm provides discretionary and non-discretionary portfolio management across individual accounts, pooled investment vehicles and institutional arrangements, and it also conducts manager selection on behalf of clients. Compensation is typically a percentage of assets under management and can include performance-based fees. Stonehage Fleming identifies as an active ESG investor and positions itself to blend direct asset management with third‑party manager relationships.