Stonehage Fleming Family & Partners

What Stonehage Fleming Family & Partners does

Stonehage Fleming Family & Partners Limited is a London-headquartered multi-family office serving ultra-high-net-worth (UHNW) families and entrepreneurs across 20+ offices in Europe, Africa, North America, and the Middle East. Founded in 2013 through the merger of the Stonehage and Fleming family offices, the firm advises more than 500 families with approximately $175 billion in client assets, providing integrated strategic family office advice, wealth planning, investment management, trust and fiduciary services, corporate and fund services, private capital advisory, and lifestyle asset management (including art and sports/entertainment). Service delivery is partner-led and supported by a network of external professional advisors across multiple jurisdictions, with client-facing infrastructure comprising the SFT Custody Platform, SFOne Client Portal, SFConnect communication hub, and a dedicated Wealth Planning Portal. The flagship investment product is the Global Best Ideas Equity Fund, founded in 2013 by Gerrit Smit, with over £1.51 billion AUM and 233.5% sterling total return since inception.

The firm operates on a fee-only, recurring revenue model typical of multi-family offices, with individually negotiated fee structures based on scope of services; no public pricing is disclosed. Its customer base is concentrated in UHNW families whose relationships are characterized by multi-generational tenure and complex cross-border structuring needs. The firm previously held a Caledonia Investments minority stake (acquired 2019 for ~£90 million, exited May 2026 for ~£290 million at a 3.2x return), and from September 2025 announced a three-way merger with London-based Stanhope Capital and US-based Corient.

The transaction completed in June 2026, at which point Stonehage Fleming became a wholly-owned subsidiary of Corient Private Wealth, a Miami-headquartered registered investment advisor owned by Abu Dhabi sovereign wealth fund Mubadala (via CI Financial, acquired August 2025). The combined Corient platform oversees approximately $508 billion in client assets across 20 offices, supported by over 2,200 employees and 300 partners, and is positioned as the world's largest non-bank wealth manager. Stonehage Fleming's standalone website is scheduled to become inactive as of 1 July 2026, with clients redirected to corient.com/uk/en.

Name

Stonehage Fleming Family & Partners

Legal name

Stonehage Fleming Family & Partners Limited

Website

https://stonehagefleming.com

Company type

Private

Founded year

2013

Operating status

Acquired

Headcount range

501–1,000 employees

Short description

Stonehage Fleming is a multi-family office serving ultra-high-net-worth families and entrepreneurs across 20+ global offices with integrated wealth management, investment, fiduciary, and family office services. Founded in 2013, it was acquired by Corient in June 2026, joining a $508 billion combined platform.

Ownership category

akta.pro rank

Product category

Multi-Family Office Services

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282), Investors, Nec (6799)

akta.pro primary industry

Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)

akta.pro secondary industries

Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Multi-family office services
• Wealth management advisory
• Fiduciary services
• Private capital advisory
• Investment management

Headquarters

HQ city

St. Helier

Offices20 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management and Family Office Services: Stonehage Fleming generates revenue through providing comprehensive wealth management services to ultra-high-net-worth families, including investment management, fiduciary services, wealth planning, corporate and fund services, and art management. The firm operates on a fee-only basis, typical of multi-family office structures.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Stonehage Fleming is a multi-family office providing integrated wealth management and family office services to ultra-high-net-worth (UHNW) families and entrepreneurs. Its core offerings span strategic family office advice, investment management (discretionary and advisory), wealth planning, trust and fiduciary administration, private capital advisory, corporate and fund services, art management, and dedicated sports & entertainment advisory. The firm operates across more than 20 offices on four continents and oversees approximately $175 billion in client assets.

Product overview

Stonehage Fleming Family & Partners is a multi-family office providing integrated wealth management and family office services to ultra-high-net-worth (UHNW) families and entrepreneurs. The firm operates as a single integrated offering rather than a platform-plus-modules architecture, combining family office services, wealth planning, investment management, private capital advisory, fiduciary services, corporate and fund services, art management, and sports & entertainment services under one advisory relationship. Key investment products include The Global Best Ideas Equity Fund. The firm also maintains related legal entities (Stonehage Fleming Law Limited and Stonehage Fleming Law US) and client-facing digital platforms including the SFT Custody Platform, SFOne Client Portal, SFConnect, and the Wealth Planning Portal for client access and communication.

Differentiator

Problem solved

Functional benefit

Brands

• Global Best Ideas Equity Fund: A global equity fund managed by Stonehage Fleming, founded in 2013 by Gerrit Smit, with over £1.51 billion in assets under management and 233.5% total return in sterling since inception.

Quantifiable outcome

• Serving over 500 families globally with $175 billion in client assets prior to Corient acquisition
• +1 more outcomes

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Stanhope Capital: London-based multi-family office and wealth advisor serving UHNW families; merged into Corient alongside Stonehage Fleming in 2025-2026 with overlapping client base and product set, making it the most directly comparable peer.
• Sandaire Investment Office: UK multi-family office serving UHNW families with discretionary investment management and family office services; closely comparable in business model and target market.
• Bessemer Trust: US-headquartered multi-family office providing investment management, trust, and family office services to UHNW families; competes in the same niche with similar integrated offering.
• Brown Brothers Harriman (Wealth Management): Privately held US partnership offering private banking, investment management, and trust/fiduciary services to UHNW families; comparable structure and UHNW client focus.
• Pitcairn: Multi-family office serving UHNW families and single-family offices with investment, trust, and family governance services; comparable offering but primarily North American footprint.

Broad incumbents

• J.P. Morgan Private Bank: Global private banking division serving UHNW clients with investment management, lending, and wealth planning; broader incumbent with overlapping capabilities but larger portfolio of services.
• UBS Global Wealth Management: One of the world's largest wealth managers with extensive UHNW offering across family advisory, investment management, and global custody; competes for the same clients through a much larger institutional platform.
• Northern Trust Wealth Management: US-headquartered wealth manager serving UHNW and family office clients with investment management, trust, and private banking; comparable services within a much broader institutional platform.
• BNY Mellon Wealth Management: Global wealth manager offering investment management, trust, and family office services to UHNW clients; overlaps with Stonehage Fleming in trust/fiduciary and advisory capabilities but at significantly larger scale.
• Pictet Group: Swiss private bank and asset manager with significant family office and UHNW offering across Europe, Asia, and the Middle East; comparable European wealth franchise with broader institutional asset management.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/sf_familyoffice
• YouTubevimeo.com/stonehagefleming
• LinkedInlinkedin.com/company/1691636

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries6 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments4 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stonehage Fleming Family & Partners