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.
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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 managing client relationships on a day
Description
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
About the job
Excellent opportunity to join a talented international team, with a strategic remit. Long term we are aiming for one role in South Africa, however immediately we are considering appli
OVERALL PURPOSE
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WORKING RELATIONSHIPS
This key role has a functional reporting line to the two Senior Compliance Officers in South Africa. The role also includes regular interaction with other key stakeholders bas
About the job
OVERALL PURPOSE
Reporting to the Group Head of Financial Reporting, the Consolidation Financial Accountant will assist with the timely and accurate production of monthly consolida
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OVERALL PURPOSE
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OVERVIEW OF ROLE
The HR Administrator - Reward and Projects will be required to provide administration support to deliver an effective and efficient reward and projects function within the Human Re
OVERALL PURPOSE
The overall purpose of this position is to join the Accounting and SA Tax Compliance team, ensuring delivery to Stonehage Fleming’s clients of the following:
timely and ac
PRINCIPAL ELEMENTS AND ACCOUNTABILITIES
Work with Financial Control & FP&A to develop systems and models to embed best practice for group consolidation, transfer pricing, budgets & f
Description
The position reports to the Head of Cloud and Infrastructure and is based in Cape Town. Other working relationships include all members of the IT team, all users’
