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 Portfolio Managers and Analysts in Cape Town to manage client investment portfolios by taking the client’s specific situation,
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
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
OVERALL PURPOSE
The HR Generalist will provide comprehensive HR support to Stonehage Fleming’s South African operations, ensuring business continuity during a period of team secondment. Th
MAIN DUTIES INCLUDE:
Answering telephone calls for relevant staff members and noting messages
Act on behalf of the Senior CRM, screening, directing and actioning inbox correspondence, liaising
We are seeking a skilled and proactive Cloud Engineer to join our IT team. In this role, you will be responsible for managing, securing, and optimizing our Microsoft 365 and Azure environments. You
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
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OVERALL PURPOSE
Reporting to the Accounts Payable Manager, the Accounts Payable Officer will provide financial and administrative support to all operating entities across the Stonehage Fleming G
OVERALL PURPOSE
Reporting to the Accounts Payable Manager, the Accounts Payable Officer will provide financial and administrative support to all operating entities across the Stonehage Fleming G
The individual will manage and supervise the workload of the Investment Support team and to ensure a high quality and consistent client service. The individual will be responsible for overseeing th
OVERALL PURPOSE
Reporting to the Financial Accounting Manager the Senior Group Accountant will be responsible for the complete month end close process of several international entities acr
OVERALL PURPOSE
The candidate will be responsible for managing the global and local multi asset investment portfolios of an existing book of high net worth clients. This requires in depth techni
WORKING RELATIONSHIPS
This role forms part of the Investment Management Client Team based in the Johannesburg office and also has a strong working relationship with the Investment Management Cli
OVERALL PURPOSE
Advising and consulting with clients on SA and international tax engagements, both personal and corporate tax.
WORKING RELATIONSHIPS
The position reports to, and works
OVERALL, PURPOSE
Deliver independent, risk-based monitoring and assurance over the firm’s compliance with FAIS, CISCA, FICA, POPIA and PAIA, and verify alignment to Group Risk & Compli
This role will be the main support to the Senior Client Relationship Manager based in the Cape Town office. Is imperative that the person in this role must be a dynamic individual that can juggle m
OVERALL PURPOSE
The individual will fully support the client facing teams in ensuring data entry respects Stonehage Fleming's standards, accuracy and confidentiality of information recorded.
