Stonehage Fleming

RIASEC RegisteredEst. 2021

Total AUM

$23.8B

Discretionary

$17.2B

72% of AUM

Avg account

$32.9M

Accounts

725

Employees

110

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: HNWI52.5%
Investment Companies28.09%
Charitable Organizations8.95%
Other7.41%
Corporations / Businesses2.72%
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 registered investment adviser and capital allocator serving individuals, families and institutional clients. The firm provides discretionary and non‑discretionary portfolio management across separately managed accounts and pooled vehicles, and it also selects and allocates to third‑party managers. Fee arrangements include both percentage‑of‑AUM and performance‑based structures. The firm notes active ESG investing as part of its approach and reports affiliations across a range of financial services, including broker‑dealer, trust and advisory relationships.