His involvement spans the whole spectrum of his clients’ affairs, including their business activities, wealth management, property, art collections and philanthropy, often conducted through a number of different structures, across several jurisdictions. Prior to Cavendish Nick spent 27 years with Investec Wealth & Investment managing client portfolios and with responsibility of the trading function for the UK group. Thomas is a Director and Head of Operations within the Stonehage Fleming Investment Management business in our Zurich office. Nicholas is a Director of Stonehage Fleming Investment Management, he has overall responsibility for both the management of all segregated fixed income and cash management portfolios, as well as the selection and monitoring of investments in third party fixed income funds. Paul joined the Group following the acquisition of Cavendish Asset Management where he served as a Fund Manager. He works closely with sports clients and media personalities assisting and advising in the management of their financial and business needs. Prior to joining the Group Martine held various roles with HR, including working in Chicago, IL, for 6 years, then in Germany and Austria, and France. Johanna joined the Group in 2017 after working at OmniArte in Zurich for 11 years. Mark is a Director within the Stonehage Fleming Group specialising in in-depth, bottom up company research within the Direct Equity Management team. Prior to joining the Group in 2001, Peter worked at Old Mutual International for four years and at Standard Bank South Africa for seven years. He joined the Group in 2007 after working for several years as an Attorney at law in Berne and Geneva specialising in corporate and commercial law. Savvas has recently been selected to join a pioneering ‘Next Gen Advisory Committee’, tasked with providing fresh solutions around the group’s service offering, operating challenges and talent retention. Richard has experience in various sectors including financial services, real estate, technology, consumer and natural resources both in the UK and internationally. He is responsible for Client Reporting operations as well as Pricing, Performance and Investment Risk. She also has an Advanced Diploma in Marketing and Advertising Communications Management from the Red & Yellow School of Advertising (affiliated to Ogilvy & Mather World Wide) and an Associate Chartered Marketer (ACIM). It is mandatory to procure user consent prior to running these cookies on your website. Prior to this he was the Head of Julius Baer in Switzerland for 13 years. Research and public awareness are essential, and to his end, Josephine Fitzalan Howard took positive action and … Martin is a Director of Group Finance and responsible for the Group’s management information reporting. Prior to joining the Group in 2013, Guy led the client services division at Heartwood. He was a founding partner at mid-market private equity fund manager RJD Partners and previously worked at RBS Private Equity and Close Brothers Corporate Finance. Ryno is a Director in our Family Office Division in Switzerland and serves as Relationship Manager to a number of high net worth international families. Len is a Partner of the Stonehage Fleming Group and Chairman of Stonehage Fleming Law Limited. As a non-executive director, she chaired the Nominet Trust and National Council for Voluntary Youth Services (NCVYS) and she was on the board of the National Lottery Communities Fund and UnLtd, the Foundation for Social Entrepreneurs, for 10 years. He served five years as CEO of leading fund administrator Ipes, prior to which he held CEO roles at RSM Tenon, the UK accounting firm later acquired by Baker Tilly, and at Matrix Group, a privately held boutique financial services firm. He has a BA (Law) degree from the University of Stellenbosch. taxxat, +3 more Edmund Fitzalan Howard MPhil Student at Cambridge London. He also acts as a Director for several non-listed companies and is a trustee of various trusts. Prior to that he worked as an Equity Analyst at Sigma Capital having started his career with PricewaterhouseCoopers’ Performance Improvement Consulting business. Tim also sits on the board of Cooke Optics. He holds Bachelor of Commerce and Bachelor of Laws degrees and a Higher Diploma in Company Law from the University of the Witwatersrand as well as a Master of Laws degree in taxation from the University of London. Mark has been recommended by Chambers Global and other legal directories as a “leading Individual” lawyer and is a regular speaker at seminars and conferences, particularly in relation to financial services regulation. He holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. Martine is a Director of the Stonehage Fleming Group and is Head of Human Resources in Switzerland. The Committee looks after the central funds of the Order, with a focus on making safe investments to maintain value for the future. Bob is a Partner and Head of Group Enablement. In addition to Julius Baer, his career includes roles at Credit Suisse in Switzerland and Singapore. Anita holds the ICSA Certificate and Diploma in Offshore Finance and Administration. Royal Marines Son of the Rev Cecil William Howard, M.A. Caspar is on the Board of Governors at a school in London, where he chairs the Finance Committee. She has been listed in the Citywealth IFC Power Women top 200 and their top 20 Leading Trustee lists for many years; she has also received the Editor’s Choice award. Rikus holds a B.Com Honours degree in Accounting from the University of Pretoria and is a qualified Chartered Accountant. Matthew was President of the MCC in 2017. TIm joined the Board in 2021. Prior to that Denise worked as a Registrar at the Thyssen-Bornemisza Foundation in Lugano and Christie’s in Geneva and Sydney. This included a 20-year career with Royal Bank of Canada (RBC) through postings in Canada, Barbados, and the Cayman Islands where he also served on the Boards of RBC’s Delaware and Caribbean Trust companies. Prior to joining the Group in 2021, Doris was a Principal at Blu Family Office in the UK and worked for Pimco in Germany. He was also a Trustee of Her Majesty the Queen’s 90th birthday celebrations on behalf of her charities. Sean joined Stonehage Group affiliate - TriAlpha Investment Advisors in 2002, where he managed a team allocating over $700m to Hedge Funds and oversaw the development and implementation of the Investment & Operational Due Diligence processes. He has more than 15 years of experience in the finance industry having worked in various jurisdictions during that time. Sean has a degree in Banking and Finance from Cass Business School. Find the people with the expertise to meet your needs: Ariane is a Director of Stonehage Fleming, and Conducting Officer of our Corporate Services Division in Luxembourg with a focus on the Compliance aspects of the business. Johan holds a Bachelor of Engineering (Industrial Electronic) from the University of Stellenbosch and is a CFA Charter holder. from the University of Miami. Matthew is a Partner in the Group, responsible for helping clients develop and implement plans for passing on their legacy to subsequent generations. He is a Director of Gabelli Value Plus+ Trust plc. He qualified as a Chartered Accountant in 2001 with Deloitte in their Financial Institutions Team. His experience in both living and working on both sides of the Atlantic Ocean allows him to bring the right resources and practical wisdom to help international families manage their wealth and protect their legacy for this generation and those to come. He joined the Group in 2013. Nicholas holds an MSc in Economics and Finance from Warwick Business School, as well as the IMC and PCIAM professional qualifications and is a Chartered Fellow of the Chartered Institute for Securities and Investments. She is a CA(SA) and completed her training at PwC in Johannesburg. Before then, Martin enjoyed a successful 22 year career in the Royal Air Force where he qualified as a Chartered Management Accountant. Scott studied Politics and History at the University of Glasgow before moving into private client wealth management in 1999. Alexander holds a LL.B (Hons) from the University of Exeter and a LL.M (German and International Law) from the Humboldt University, Berlin. He returned to South Africa in 2011. They say that families that pray together, stay together and I believe that, but would add in families that work together stay together. He is responsible for executing orders across the entire SFIM client base and managed funds, across all asset classes – Equities, ETFs, Investment Trusts, Bonds, Corporate Bonds, Unit Trusts, Funds, FX and Derivatives. Prior to joining the Group Jenny was an administration manager at BoE Stockbrokers for 9 years. He joined Stonehage Fleming in 2010. From Geneva, Mark also oversees Stonehage Fleming’s Family Office businesses in Switzerland, Jersey, Israel, Luxembourg, South Africa, the UK, the US and Canada. Peter is President and the Principal Member of Peter Rosenberg & Partners LLC. Jacqui joined the Stonehage Fleming Group in 2000 and was based in our London office before moving to the Geneva office in 2009. Pronunciation of Philip Bernard Arnold Richard Fitzalan-Howard with and more for Philip Bernard Arnold Richard Fitzalan-Howard. Andrew is Group Head of Business Development and has over 25 years’ experience in the private banking and wealth management industry, working with Merrill Lynch, Barclays Wealth and Deutsche Bank. He joined the Group in 1991 as Client Manager, became a Partner in 1994 and was Group Chief Executive from 1997 to 2019. Lorna has also completed the STEP Diploma and STEP Advanced Certificate in UK Tax for International Clients. He is a graduate of New College, Oxford. Philippe is a member of the Society of Trust and Estate Practitioners (STEP) and a co-editor of STEP’s Trust Quarterly Review. Anthony Wreford specialises in people businesses, either as a non-executive or advisor. Mark is a Director in the Jersey Family Office Division, he serves as a Relationship Manager to several international Ultra and High Net Worth families. Frank is a Chartered Fellow of the CISI. Director - Head of Data Centre and Networks. Hattie is a Chartered Financial Planner and Chartered Wealth Manager with over 12 years' experience helping individuals and their families to structure all aspects of their finances. Peter has also played a wider and technical role with Group applications, process and reporting developments and solutions. 9th Earl of Arundel, and Alice Warenne, daughter of William de Warenne and Joan de Vere. Helen is a member of the multi-asset investment team where she focuses on research to inform allocation decisions and portfolio construction. Wayne has a bachelors and post graduate diploma in Law and is a full Member of the Society of Trust and Estate Practitioners. He is a member of the South African Institute of Chartered Accountants. He joined the Group in 2017. He is responsible for the operating platform and operational support of the Stonehage Fleming companies. He assists individuals and families regarding United States tax planning, closely-held business succession planning, and planned charitable giving. Georgina, together with clients, travels to all major art fairs and art auctions, keeping abreast of developments and trends in the art market. Prior to joining the Group she worked for the International Renewable Energy Agency (UAE) as the CFO. Florian is Head of Business Systems within the Group’s Information Technology department. Aurelie is a Director within our Family Office Client Support Services Division and Head of the Data Entry Team in Switzerland, responsible for the Group Data Entry Procedures. Peter began his career at Hargreaves Lansdown in Bristol and joined the Group in 2010 as a member of the Wealth Planning team, transferring to Investment Management in 2014. We spoke to H.E. Sophia is a Director in the Stonehage Fleming Family Office Division, and is based in our Cape Town office in South Africa. He led the project to implement the Automatic Exchange of Information (“AEoI”) regimes across the global Group and continues to be responsible for ensuring that the Group remains fully compliant at all times, on an ongoing basis. He joined Stonehage Fleming in 2017 as Chairman of Corporate Finance, having had more than 30 years experience advising clients on significant transactions including acquisitions, disposals, mergers, restructurings, and debt and equity raising deals. and Augusta Sophie Howard of Luccombe Rectory Maria is a Partner and Executive Chairman of Stonehage Fleming Art Management, serving a client base that includes individuals, family offices, foundations, trusts and estates. Brittany is admitted to practice in Pennsylvania, Delaware and Florida. Director - Head of Equity Management South Africa. Michael joined the Group in April 2018 from Berwin Leighton Paisner where he was a Partner for over 40 years. She is a CFA Charterholder and has a first class BSc (Hons) degree in Economics and Politics from the University of Bristol. He advises a portfolio of clients predominantly from a legal or financial background across their financial affairs. Jaco is a Director of Stonehage Fleming Investment Management and is based in our Zurich office, where he is responsible for international client relationship and portfolio management. Lord Renwick was a senior diplomat who served as British Ambassador to the USA and South Africa. He celebrated over 20 years with the business as Partner in the United Kingdom and South Africa. Edmund FitzAlan-Howard (1855–1947), son of the 14th Duke of Norfolk was raised up to the Peerage as "Viscount FitzAlan of Derwent" in 1921 when he was appointed Lord Lieutenant of Ireland. Lord Martin Fitzalan-Howard was born on 22 October 1922. He holds the Trust and Estate Practitioner (TEP) and the Certified Financial Planner (CFP) designations, is a member of Legal Week’s Private Client Global Elite directory, and serves as the Vice Chair, Membership for STEP New York.
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