STONEHAGE FLEMING FAMILY & PARTNERS LIMITED - Key Persons
Job Titles:
- Member of the Associate Director - Risk and Compliance Governance Team
- Senior Associate
Aaron is a Senior Associate within the Private Markets Advisory division where he covers direct investment deals, concentrating on sourcing investment opportunities, performing due diligence, executing transactions and managing individual investments.
Aaron holds a Master in Finance from IE Business School, a Master in Business Analytics and Big Data from IE School of Science and Technology and a Bachelor of Business Science specialising in Finance and Accounting from the University of Cape Town. Aaron is a CFA charterholder.
Job Titles:
- Associate Director
- Associate Director - Wealth Planning
- Member of the Society of Trust and Estate Practitioners
Adam is an Associate Director in the Wealth Planning team, responsible for helping individuals and families grow, protect and manage their wealth by providing bespoke financial advice. He is a Chartered Financial Planner and a member of the Personal Finance Society.
Prior to joining Stonehage Fleming in 2025, Adam was a Wealth Planner at RBC Wealth Management and Killik & Co.
He holds a Bachelor of Science (Hons) Economics degree from the University of Loughborough. Adam is also a full member of the Society of Trust and Estate Practitioners (STEP) and holds the STEP Diploma in Tax and Estate Planning.
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:
- Member of the Associate Director - Risk and Compliance Governance Team
- Strategic Advisor
Adrien is a Strategic Advisor to the Stonehage Fleming Group.
A graduate of Université Paris Dauphine in Management, specializing in Finance, and Harvard Business School (Executive MBA), Adrien started his career in financial consulting at Rothschild & Co and Deutsche Bank. In 2007, he founded MyFab, later sold to Conforama, followed by Heliceum, a company focused on video games and serious gaming. He joined Banque Transatlantique Belgium in 2016 and then Tikehau Capital in 2018. Based in London, he is currently the Group's Deputy Chief Strategic Relations & Synergies Officer.
Adrien sits on the Board of GIMD (Groupe Industriel Marcel Dassault) (observer) and Figeac Aero. He is also Chairman of La Maison NextGen and Secretary General of the Fondation Dauphine. Together, Adrien and Marguerite Dassault created the MAD Foundation in 2021.
Job Titles:
- Director
- Member of the Associate Director - Risk and Compliance Governance Team
- Director - Family Office
Alasdair is a Director within the Family Office division, based in the Guernsey office. He has over 30 years of experience in working with international families, their family offices and their advisers. He specialises in advising family office clients with complex requirements.
Prior to joining the Group in 2025, Alasdair was previously Head of Regional Wealth for one of the world's largest private client teams, he started his career in Guernsey with KPMG and has also worked in the UK and the Caribbean.
Alasdair has an MA from the University of Aberdeen, is a member of both the Institute of Chartered Accountants of Scotland and the Society of Trust and Estate Practitioners and is a Chartered Fellow of the Securities Institute. He was previously chair of the Guernsey STEP branch and a member of STEP worldwide council and has previously been recognised as one of eprivateclient's 50 Most Influential and as one of Private Client's Global Elite.
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:
- Member of the Partner - Investment Management Team
- 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 was a Founder of Cinven, the leading private equity firm, where he was for 25 years a partner and latterly advisor. He is the chairman of The Herald Investment Trust plc, and before that, was chairman of the Biotech Growth Trust plc. Andrew also chairs the Investment Committee of FPE Capital. He is a former chairman of the British Venture Capital Association and a director of its European equivalent, and is a trustee of a number of charities. He is a graduate of New College, Oxford.
Job Titles:
- Member of the Associate Director - Risk and Compliance Governance Team
- Senior Associate
Job Titles:
- Member of the Partner - Investment Management Team
- Senior Adviser
Job Titles:
- Senior Collection Manager - Art Management
Job Titles:
- Member of the Associate Director - Risk and Compliance Governance 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
- Member of the Associate Director - Risk and Compliance Governance Team
Job Titles:
- Partner - Group Chief Financial Officer
Job Titles:
- Director - Chief of Staff, Investment Management UK
Job Titles:
- Member of the Partner - Investment Management Team
- Partner - Head of Family Office Jersey
Job Titles:
- Partner - Chief Operating Officer Family Office
Job Titles:
- Director - Head of Corporate Services, South Africa
Job Titles:
- Head of Risk & Compliance ( Investment Management ) South Africa
Job Titles:
- Member of the Partner - Investment Management Team
- 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:
- Partner - Deputy Portfolio Manager - GBI
Job Titles:
- Director - Investment Management
Job Titles:
- Partner - Client Management
Job Titles:
- Director - Head of Group Internal Audit
Job Titles:
- Director - Legal & Governance, Luxembourg
Job Titles:
- Trustee Director - Family Office
Job Titles:
- Member of the Partner - Investment Management Team
- Partner - Head of Operations, Switzerland
Job Titles:
- Member of the Associate Director - Risk and Compliance Governance Team
- Director - Group Finance
Job Titles:
- Managing Partner
- Member of the Partner - Investment Management Team
Job Titles:
- Director - Group Head of Reward
Job Titles:
- Associate Director - Investment Management
Job Titles:
- Member of the Partner - Investment Management Team
- Director - Family Office
Job Titles:
- Director - Head of Corporate Services, Jersey
Job Titles:
- Member of the Partner - Investment Management Team
- Non - Executive Director
Job Titles:
- Associate Director - Art Management
Job Titles:
- Member of the Partner - Investment Management Team
- Director - Family Office
Job Titles:
- Partner - Head of Tax Division, South Africa
Job Titles:
- Operations Director - Financial Services
Job Titles:
- Member of the Associate Director - Risk and Compliance Governance Team
- Strategic Advisor
Job Titles:
- Director
- Member of the Associate Director - Risk and Compliance Governance Team
Job Titles:
- Member of the Partner - Investment Management Team
- Director - Tax Advisory
Job Titles:
- Operations Manager - Wealth Planning
Job Titles:
- Manager
- Member of the Associate Director - Risk and Compliance Governance Team
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:
- 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:
- 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:
- 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:
- Partner - Chairman, Jersey
Job Titles:
- Director - Head of Trusts & Estates, South Africa
Job Titles:
- Head of Client Management - Investment Management Switzerland
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 - Equity Management South Africa
Job Titles:
- Director
- Member of the Partner - Investment Management Team
Job Titles:
- Member of the Partner - Investment Management Team
Job Titles:
- Director - Client Management
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:
- Member of the Partner - Investment Management Team
- Director - Shareholder Services
Job Titles:
- Member of the Partner - Investment Management Team
- Director - Head of Content - Group Marketing
Job Titles:
- Client Relationship Associate - Wealth Planning
Job Titles:
- Director
- Member of the Associate Director - Risk and Compliance Governance Team
Job Titles:
- Head of Family Office Middle East and Africa
Job Titles:
- Member of the Partner - Investment Management Team
Job Titles:
- Director - Head of Family Office, Geneva
Job Titles:
- Associate Director - Family Office
Job Titles:
- Member of the Associate Director - Risk and Compliance Governance Team
Job Titles:
- Director - Head of Corporate & Fiduciary Services, Malta
Job Titles:
- Partner - Group Marketing
Job Titles:
- Executive Chairman - Art Management
Job Titles:
- Associate Director - Wealth Planning
Job Titles:
- Associate Director - Client Management
Job Titles:
- Member of the Partner - Investment Management Team
- Director - Equity Management
Job Titles:
- Member of the Partner - Investment Management Team
- Partner - Client Management
Job Titles:
- Member of the Partner - Investment Management Team
- Partner - Client Relationship Manager
Job Titles:
- Member of the Partner - Investment Management Team
- Partner - Private Capital
Job Titles:
- Director - Wealth Planning
Job Titles:
- Partner - Head of Family Governance & Succession
Job Titles:
- Member of the Partner - Investment Management Team
- Director - Private Capital
Job Titles:
- Senior Advisor - Family Office
Job Titles:
- Partner - Head of Client Management
Job Titles:
- Member of the Associate Director - Risk and Compliance Governance Team
- Paralegal - London
Job Titles:
- Partner - Head of Family Office, Canada
Job Titles:
- Associate Director - Client Management
Job Titles:
- Member of the Associate Director - Risk and Compliance Governance Team
- Director - Group Marketing
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 - Investment Management
Job Titles:
- Member of the Partner - Investment Management Team
- Director - Investment Management
Job Titles:
- Member of the Partner - Investment Management Team
- Partner
Job Titles:
- Director
- Member of the Associate Director - Risk and Compliance Governance 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:
- Member of the Associate Director - Risk and Compliance Governance Team
- Senior Equity Analyst - Investment Management
Job Titles:
- Member of the Partner - Investment Management Team
- Partner - Sports & Entertainment
Job Titles:
- Member of the Partner - Investment Management Team
- Director - Senior Client Relationship Manager
Job Titles:
- Partner - Head of Corporate & Fund Services Mauritius
Job Titles:
- Member of the Partner - Investment Management Team
- Director - Head of Multi - Asset Portfolio Solutions
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:
- Member of the Associate Director - Risk and Compliance Governance Team
- Director - Equity Management
Job Titles:
- Partner - Head of Family Office UK
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 South Africa & Investment Management South Africa
Job Titles:
- Senior Adviser - Investment Management
Job Titles:
- Partner - Private Markets Advisory
Job Titles:
- Member of the Partner - Investment Management Team
- Director - Family Office
Job Titles:
- Member of the Partner - Investment Management Team
- Non - Executive Director
Job Titles:
- Director
- Member of the Associate Director - Risk and Compliance Governance Team
Job Titles:
- Art Advisor & 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:
- Client Relationship Associate - Wealth Planning
Job Titles:
- Corporate Finance
- Senior Adviser
Job Titles:
- Member of the Partner - Investment Management Team
- Partner - Client Management
Job Titles:
- Wealth Planning Adviser - Wealth Planning
Job Titles:
- Partner - Global Head of Financial Services
Job Titles:
- Member of the Partner - Investment Management Team
- Lawyer
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:
- Chief Executive Officer
- Member of the Partner - Investment Management Team
Job Titles:
- Partner - Head of Wealth Planning
Job Titles:
- Member of the Associate Director - Risk and Compliance Governance Team
- Director - Head of Client Relationship Management
Job Titles:
- Director - Senior Relationship Manager
Job Titles:
- Member of the Partner - Investment Management Team
- Partner - Head of Family Office, Stellenbosch
Job Titles:
- Member of the Partner - Investment Management Team
- Director - Investment Management
Job Titles:
- Member of the Partner - Investment Management Team
- 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 - Head of Sustainable Investments
Job Titles:
- Group Head of Corporate Services and Head of Family Office, Cape Town