Stonehage Fleming clients are defined by their purpose and ambition rather than by simple measures of current wealth.
Whatever the stage of their financial life story, they have in common a need for high quality strategic advice and planning, operational support and execution. To meet their needs... read more we are able to draw on a rich array of in-house experience and expertise to manage and protect their wealth; we also work closely with families’ existing offices, advisers and our extensive network of professional firms.
Our relationships with clients would typically include:
- Helping define the purpose of the family wealth, its governance and succession plans.
- Managing and administering international structures such as trusts and companies.
- Managing investment portfolios on a discretionary and advisory basis.
- Ensuring plans are in place for all phases of the financial life cycle and that wealth is structured efficiently
- Identification and mitigation of the full spectrum of risks to family wealth.
- Reviewing legal structures, taking account of cross-border and inter-generational considerations.
- Sourcing and advising on private capital investment opportunities.
- Creating reports aggregating and analysing all aspects of client wealth.
- Coordination and execution of all banking and treasury needs.
- Advising on matters of corporate finance for the family business and other commercial interests.
- Management of art collections and other lifestyle assets.
We have a rich array of in-house expertise but we also work closely with families’ existing advisers and our network of experienced professional partners, in particular lawyers, accountants and trustees. Our scale and market presence enable us to identify the best professional partners internationally. We deliver the optimal combination of internal and external advice based on client needs.
Keep up to date with our latest news and insights here: https://www.stonehagefleming.com/insights
OVERALL PURPOSE
The primary purpose of the role is to support the investment reporting team both for onshore and offshore clients and to support the administration needs of the client managers a
OVERALL PURPOSE
The individual will form part of the Banking and Investment Support team and to ensure a high quality and consistent client service. The individual will assist in the execution o
OVERALL PURPOSE AND WORKING RELATIONSHIPS
The role is as part of a team in Cape Town and Johannesburg, which reports to the Client Accounting Team Leader. It involves maintaining the accou
PRINCIPAL ELEMENTS & ACCOUNTABILITIES
Accounts maintenance of relevant information to trial balance level as well as the preparation of offshore financial statements
Maintaining entity led
Purpose
The primary purpose of the role is to support Portfolio Managers in Cape Town to manage client investment portfolios by taking the client’s specific situation, the agreed mandate a
PRINCIPAL ELEMENTS & ACCOUNTABILITIES
Accounts maintenance of relevant information to trial balance level as well as the preparation of financial statements Trusts & companies)&nbs
PRINCIPAL ELEMENTS AND ACCOUNTABILITIES
To be part of a two person Family Office team on each client primarily supporting more experienced Directors
Building and maintaining long term business
OVERALL PURPOSE
To provide practical assistance, support and advice to Relationship Managers associated with trusts, companies administration and trustees on compliance related matters and as fa
OVERALL PURPOSE
The position reports to the Head of Family Office - Stellenbosch but may work for more than one senior executive
in the Family Office team and may also be responsible for
OVERALL PURPOSE
Provide comprehensive support to the Head of South Africa, who also serves as the Head of Investment Management South Africa, as well as other senior members of the Client Manage
OVERALL PURPOSE
The role of Business Manager is responsible for overseeing all matters related tthe operation and administration of the business of Stonehage Fleming South Africa (“SFSA&rd
OVERALL PURPOSE
The individual will be responsible, under his line manager supervision, for developing, reviewing, monitoring and supporting the Data Management tools, system projects and extern
OVERALL PURPOSE
The design, development and maintenance of data pipelines into the Lakehouse / warehouse framework from various structured and unstructured sources (ETL). Transform, catalogue, s
OVERALL PURPOSE
The IT Integrations Engineer will support the development, implementation, and management of API Management solutions between internal and external systems. The position wi
OVERALL PURPOSE
The overall purpose of this position is to build, implement and maintain new features with Laserfiche DMS as well as developing other Laserfiche components. The role might
VERALL PURPOSE
Supporting the Senior Portfolio Managers and other members of the Client Management team in Cape Town, in addition to supporting the rest of the Client Management team across offi
The role is as part of a team in Cape Town and Johannesburg, which reports to the Client Accounting Team Leader. It involves maintaining the accounting records of and producing timely and accurate
OVERALL PURPOSE
The primary purpose of the role is to support Portfolio Managers and Analysts in Cape Town to manage client investment portfolios by taking the client’s specific situation,
