STONEHAGE - Key Persons
Job Titles:
- Director - Client Management
Adrian is a Director of Stonehage Fleming Investment Management and responsible for the management of a number of client portfolios, overseeing both advisory and discretionary mandates.
Adrian joined the Stonehage Fleming Group in 2013 after working as an Equity Analyst for UK based hedge-fund RWC Partners where he was responsible for investment research and analysis. He holds a Bachelor of Business Science (Honours) degree from the University of Cape Town. He is a qualified Chartered Accountant, CFA Charterholder and Associate of the Chartered Institute for Securities & Investment.
Job Titles:
- COO
- Group Chief Operating Officer
Adrian is the Group Chief Operating Officer, he joined the Group in 2019. He has extensive experience as a Chief Financial Officer in public, private and private equity backed businesses, including at Ipes, RSM Tenon and PA Consulting, a multi-national, employee-owned consulting firm.
A Chartered Accountant by training, Adrian also spent over 13 years at Lazard, where he was a Partner and Managing Director working in Corporate Finance. He is well placed to lead those areas which provide us with our vital operating infrastructure and processes, thereby further enhancing our client facing proposition.
Job Titles:
- Director
- Director - Investment Management
Alastair is a Director focusing on equity research and manager selection, having joined the Stonehage Fleming team in July 2015. He is responsible for due diligence and research on global and regional equity mandates, and is also a member of both the Sustainable and Thematic Investment Committees. Both the Sustainable and Thematic strategies have strong leanings towards sustainability themes, which Alastair believes are increasingly important for society and the planet.
Prior to joining Stonehage Fleming he worked at Mazars Financial Planning for four years as part of their investment team. He was responsible for fund manager selection across a broad range of asset classes and portfolio construction for private client portfolios. He graduated in 2007 with a degree in Business Maths and Statistics from the London, and is a CFA charterholder.
Job Titles:
- Partner - Family Office
- Trustee and Key Adviser
Ana serves as a Trustee and Key Adviser to a number of high net worth international families.
Ana joined the Stonehage Fleming Group in 2002 and was based in our London office before moving to the Zurich office in 2009. In 2016, she re-located to Jersey to take up an increasingly active role in advising and developing our client offering from Jersey. Prior to joining the Stonehage Fleming Group, Ana worked for Investec Bank.
Ana holds a Bachelor of Commerce degree from the University of the Witwatersrand, is a member of the Society of Trust and Estate Practitioners (TEP) and has an Advanced Certificate in UK Tax for International Clients.
Job Titles:
- Director
- Director - Family Office
Andrea is a Director in our Family Office division, responsible for supporting a number of high net worth families with their day to day affairs. She has extensive experience of working with families across Africa with particular expertise in succession and governance projects.
She joined the Stonehage Fleming Group in 2023, prior to this Andrea was at PricewaterhouseCoopers where she worked for 13 years, 6 years as an auditor and the later 7 years focusing on family governance and succession. She was also the Nextgen lead for PwC Africa and was responsible for the upskilling of the family business unit.
Andrea has a Bachelor of Science in Accounting (Honours) from the University of Stellenbosch and Family Business Consulting Certificate from the Nelson Mandela University. She is a Certified Family Business Consultant and Wealth Advisor, a member of the Institute of Chartered Accountants of South Africa, and a certified coach for Coaches and Mentors of South Africa.
Job Titles:
- Partner - Chief Executive Officer, Investments Switzerland
Andy is the Head of Investment Management Services in Zurich. He is responsible for the team of in total 12 colleagues with all Client Relationship Managers, Operations and support.
Andy joined the Group in 2009, coming from a Belgium financial conglomerate where he was active for more than 12 years. In those days he was responsible for key clients of the Benelux who held their accounts in Zurich. The main activity always has been in private wealth management. Andy graduated at the Swiss Finance Institute in Zurich with diploma work on "IPO - Initial Public Offering - a strategic decision".
Job Titles:
- Member of the Partner - Investment Management Team
- Senior Adviser
Andrew is a Senior Adviser to the Stonehage Fleming Group, and chairs the Private Equity Investment Committee. He joined the Group in 2013.
Andrew is also a Senior Adviser to Cinven, where he spent 21 years as a founder and partner. He is Senior Independent Director of The Biotech Growth Trust plc and a trustee of a number of charities. Andrew's career has been in private equity and he is a former chairman of the British Venture Capital Association and a director of its European equivalent, the EVCA. He is a graduate of New College, Oxford.
Job Titles:
- Member of the Partner - Investment Management Team
- Senior Adviser
Job Titles:
- Senior Collection Manager - Art Management
Job Titles:
- Member of the Senior Collection Manager - Art Management Team
- Head of Operations - Wealth Planning
Job Titles:
- Managing Partner
- Member of the Partner - Investment Management Team
Job Titles:
- Director
- Member of the Partner - Investment Management Team
Job Titles:
- Director - Client Management
Job Titles:
- Partner - Group Chief Financial Officer
Job Titles:
- Director - Chief of Staff, Investment Management UK
Job Titles:
- Partner - Head of Group Enablement
Job Titles:
- Director - Head of Corporate Services, South Africa
Job Titles:
- Member of the Senior Collection Manager - Art Management Team
- Head of Risk & Compliance ( Investment Management ) South Africa
Job Titles:
- Trustee Director - Family Office
Job Titles:
- Partner - Chief Investment Officer Investment Management South Africa
Job Titles:
- Client Relationship Associate - Wealth Planning
Job Titles:
- Partner - Head of Family Office, Zurich
Job Titles:
- Director - Investment Management
Job Titles:
- Partner - Client Management
Job Titles:
- Member of the Senior Collection Manager - Art Management Team
- Director - Head of Group Internal Audit
Job Titles:
- Partner - Head of Operations, Switzerland
Job Titles:
- Managing Partner
- Member of the Partner - Investment Management Team
Job Titles:
- Member of the Senior Collection Manager - Art Management Team
- Director - Group Head of Reward
Job Titles:
- Manager - Investment Management
Job Titles:
- Member of the Partner - Investment Management Team
- Director - Family Office
Job Titles:
- Director - Corporate Services
Job Titles:
- Partner - Family Office, US
Job Titles:
- Member of the Partner - Investment Management Team
- Non - Executive Director
Job Titles:
- Member of the Senior Collection Manager - Art Management Team
Job Titles:
- Director
- Member of the Partner - Investment Management Team
Job Titles:
- Partner - Tax Advisory, Family Office
Job Titles:
- Director
- Member of the Senior Collection Manager - Art Management Team
Job Titles:
- Director
- Member of the Senior Collection Manager - Art Management Team
Job Titles:
- Member of the Partner - Investment Management Team
- Director - Tax Advisory
Job Titles:
- Operations Manager - Wealth Planning
Job Titles:
- Member of the Partner - Investment Management Team
- Partner - Client Management
Job Titles:
- Member of the Partner - Investment Management Team
- Partner - Family Office
Job Titles:
- Director - Business Manager
Job Titles:
- Partner - Head of Broking Services
Job Titles:
- Partner - Head of Equity Management
Job Titles:
- Member of the Partner - Investment Management Team
- Non - Executive Director
Job Titles:
- Member of the Senior Collection Manager - Art Management Team
- Partner and Head of the Family Office Guernsey
Job Titles:
- Executive Chairman of the Stonehage Fleming Group
Job Titles:
- Relationship Manager - Group Financial Services
Job Titles:
- Partner - Head of Family Office, Mauritius
Job Titles:
- CEO - Investment Management
Job Titles:
- Member of the Partner - Investment Management Team
- Partner - Family Office
Job Titles:
- Partner and Head of Family Office - British Islands
Job Titles:
- Partner - Investment Management
Job Titles:
- Partner - Head of Group Marketing & Communications
Job Titles:
- Member of the Partner - Investment Management Team
- Partner - Group Head of Risk and Compliance - Family Office, Corporate Services, Legal and Tax Advisory
Job Titles:
- Member of the Partner - Investment Management Team
- Partner - Business Development
Job Titles:
- Associate Director - Wealth Planning
Job Titles:
- Director - Investment Strategy & Research
Job Titles:
- Partner & Head of Family Office, Luxembourg
Job Titles:
- Director
- Member of the Partner - Investment Management Team
Job Titles:
- Director - Investment Management
Job Titles:
- Partner - Chairman, Jersey
Job Titles:
- Director - Head of Trusts & Estates, South Africa
Job Titles:
- Director - Investment Management
Job Titles:
- Partner - Head of Family Office, Switzerland
Job Titles:
- Director - Client Management
Job Titles:
- Wealth Planning Adviser - Wealth Planning
Job Titles:
- Member of the Partner - Investment Management Team
- Director - Investment Management
Job Titles:
- Director - Client Management
Job Titles:
- Wealth Planning Adviser - Wealth Planning
Job Titles:
- Member of the Partner - Investment Management Team
- Director - Direct Equity Management South Africa
Job Titles:
- Director
- Member of the Partner - Investment Management Team
Job Titles:
- Director - Client Management
Job Titles:
- Member of the Partner - Investment Management Team
- Director - Head of Equity Management South Africa
Job Titles:
- Partner - Head of Family Office, US
Job Titles:
- Partner & Chairman - South Africa
Job Titles:
- Partner & Group Head of Operations - South Africa
Job Titles:
- Member of the Partner - Investment Management Team
- Partner, Chairman - Luxembourg
Job Titles:
- Member of the Partner - Investment Management Team
- Partner
Job Titles:
- Partner - Deputy Head of Investments
Job Titles:
- Member of the Partner - Investment Management Team
- Director - Family Office
Job Titles:
- Member of the Partner - Investment Management Team
- Partner - Group Head of Risk & Compliance, UK & Investments
Job Titles:
- Senior Associate - Equity Management
Job Titles:
- Director - Shareholder Services
Job Titles:
- Director - Head of Content - Group Marketing
Job Titles:
- Client Relationship Associate - Wealth Planning
Job Titles:
- Director
- Member of the Senior Collection Manager - Art Management Team
Job Titles:
- Head of Family Office Middle East and Africa
Job Titles:
- Member of the Partner - Investment Management Team
Job Titles:
- Member of the Partner - Investment Management Team
- UK Advisory Board Member
Job Titles:
- Director - Head of Family Office, Geneva
Job Titles:
- Associate Director - Family Office
Job Titles:
- Director - Head of Corporate & Fiduciary Services, Malta
Job Titles:
- Partner - Group Marketing
Job Titles:
- Executive Chairman - Art Management
Job Titles:
- Member of the Partner - Investment Management Team
- Director: Group Business Development
Job Titles:
- Senior Wealth Planning Adviser - Wealth Planning
Job Titles:
- Associate Director - Client Management
Job Titles:
- Member of the Partner - Investment Management Team
- Director - Equity Management
Job Titles:
- Partner - Client Management
Job Titles:
- Director - Client Relationship Manager
Job Titles:
- Member of the Partner - Investment Management Team
- Director - Private Capital
Job Titles:
- Director - Wealth Planning
Job Titles:
- Wealth Planning Adviser - Wealth Planning
Job Titles:
- Partner - Head of Family Governance & Succession
Job Titles:
- Director - Private Capital
Job Titles:
- Partner - Head of Client Management
Job Titles:
- Member of the Partner - Investment Management Team
- Non - Executive Director
Job Titles:
- Partner - Head of Family Office, Canada
Job Titles:
- Manager - Client Management
Job Titles:
- Member of the Partner - Investment Management Team
- Director - Head of Risk & Compliance - Family Office and Corporate Services, South Africa
Job Titles:
- Partner - Group Chief Technology Officer
Job Titles:
- Member of the Partner - Investment Management Team
- Partner - Investment Management
Job Titles:
- Director - Wealth Planning
Job Titles:
- Director - Investment Management
Job Titles:
- Member of the Partner - Investment Management Team
- Director - Investment Management
Job Titles:
- Director
- Member of the Partner - Investment Management Team
Job Titles:
- Business Manager
- Member of the Senior Collection Manager - Art Management Team
Job Titles:
- Director - Risk & Compliance
Job Titles:
- Member of the Partner - Investment Management Team
- Director - Investment Management
Job Titles:
- Member of the Partner - Investment Management Team
- Director - Head of Family Office Accounting
Job Titles:
- Partner - Sports & Entertainment
Job Titles:
- Director - Senior Client Relationship Manager
Job Titles:
- Partner - Chief Investment Officer Switzerland & Liechtenstein
Job Titles:
- Client Relationship Associate - Wealth Planning
Job Titles:
- Partner - Head of Corporate & Fund Services Mauritius
Job Titles:
- Member of the Partner - Investment Management Team
- Director - Investment Strategy & Research
Job Titles:
- Partner - Chairman of Stonehage Fleming Americas
Job Titles:
- Associate Director - Investment Management
Job Titles:
- Partner - Head of Fiduciary, Switzerland
Job Titles:
- Director - Head of Monaco Office
Job Titles:
- Director - Wealth Planning
Job Titles:
- Member of the Partner - Investment Management Team
- Director - Business Development, Canada
Job Titles:
- Head of Corporate Services ( Continental Europe )
Job Titles:
- Partner - Head of Investment Management South Africa
Job Titles:
- Senior Adviser - Investment Management
Job Titles:
- Partner - Corporate Finance
Job Titles:
- Member of the Partner - Investment Management Team
- Non - Executive Director
Job Titles:
- Director
- Member of the Senior Collection Manager - Art Management Team
Job Titles:
- Member of the Senior Collection Manager - Art Management Team
- Senior Collection Manager - Art Management
Job Titles:
- Director - Legal & Tax Advisory
Job Titles:
- Director
- Member of the Partner - Investment Management Team
Job Titles:
- Member of the Partner - Investment Management Team
- Partner - Client Management
Job Titles:
- Director - Investment Strategy & Research
Job Titles:
- Member of the Partner - Investment Management Team
- Director - Group Head of Finance Business Partnering
Job Titles:
- Client Relationship Associate - Wealth Planning
Job Titles:
- Corporate Finance
- Senior Adviser
Job Titles:
- Partner - Client Management
Job Titles:
- Wealth Planning Adviser - Wealth Planning
Job Titles:
- Partner - Global Head of Financial Services
Job Titles:
- Consultant - Family Office
Job Titles:
- Director - Group Business Development
Job Titles:
- Partner - Client Management
Job Titles:
- Partner - Head of Sports & Entertainment
Job Titles:
- Partner - Head of Wealth Planning
Job Titles:
- Director - Investment Management
Job Titles:
- Director - Equity Management
Job Titles:
- Member of the Partner - Investment Management Team
- Partner
Job Titles:
- Member of the Partner - Investment Management Team
- Non - Executive Director
Job Titles:
- Partner - Head of Equity Funds Research Analyst
Job Titles:
- Member of the Partner - Investment Management Team
- Non - Executive Director
Job Titles:
- Technical Planning Manager - Wealth Planning
Job Titles:
- Director - Investment Strategy & Research
Job Titles:
- Partner and Head of Corporate Services