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
Description
OVERALL PURPOSE
The primary purpose of the role is to support Portfolio Managers across both offices to manage the support needs and administration needs of the c
WORKING RELATIONSHIPS
This key role has a functional reporting line to the Head of Risk & Compliance in South Africa. The role also includes regular interaction with other key stakeholders b
Description
OVERALL PURPOSE
Reporting to the Accounts Payable Manager, the Accounts Payable Officer will provide financial and administrative support to all operating entitie
OVERALL PURPOSE
The individual will form part of the Banking and Investment Support team and will ensure a high quality and consistent client service. The individual will assist in the execution
OVERALL PURPOSE
To assist Stonehage Fleming and employees in complying with applicable legislative and regulatory requirements by identifying, assessing, managing, monitoring and reporting on co
OVERALL PURPOSE
The overall purpose of the role is to execute payments, FX transactions and Investment transactions.
Key Responsibilities
PRINCIPAL ELEMENTS & ACCOUN
Description
OVERALL PURPOSE
Reporting to the Group Accountant the Junior Accountant will assist in the month end close process of several international entities across
Description
WORKING RELATIONSHIPS
The position reports to the Manager – Client Reporting who is based in Switzerland. Other working relationships include a variety of a
Description
OVERALL PURPOSE
The role is based in Cape Town and reports to the Head of Investment Operations. The role is primarily responsible for the management of the centr
OVERALL PURPOSE
Reporting to the Group Talent Acquisition Manager, responsible for managing and administering the attraction and recruitment of high quality suitably qualified individuals to sup
Description
OVERALL PURPOSE
Reporting to the Financial Accounting Manager the Group Accountant will be responsible for the complete month end close process of several i
Description
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 invo
Description
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 administratio
Key Responsibilities
PRINCIPAL ELEMENTS & ACCOUNTABILITIES
Execution of local client payments in compliance with internal processes.
Execution of offshore forex payment
Job Description
OVERALL PURPOSE
The primary purpose of this role is to to provide a hands-on professional service to corporate clients. The role will include supporting or ma
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 accounting
OVERALL PURPOSE
The role is based in Cape Town and reports to the Head of Investment Operations. The role is primarily responsible for the management of the centralised Investment Management data w
