Stonehage Fleming

About Stonehage Fleming

Stonehage Fleming is one of the largest independent partner-owned multi-family offices globally with $175 billion of combined client assets as of December 2024 ($1+ billion in private capital strategies, $380 million direct PE investments since 2002), headquartered in London with registered office in Jersey and 160 plus partners. The firm was founded in 1976 to serve South African families relocating, before merging with Fleming Family & Partners in 2014 (Robert Fleming & Co banking dynasty heritage). The firm has a pending acquisition by Corient (CI Financial) expected H1 2026.

Investment thesis

Stonehage Fleming deploys capital through multi-strategy investment management plus annual private capital vintage programmes ($160 million vintage 2024), targeting cross-border, multi-generational wealth management and structuring for UHNW families across investment management, private capital, direct co-investments and trust and fiduciary services. Sector focus for direct PE spans technology and technology-enabled businesses, consumer goods, financial services, healthcare, education and business services. Geographic deployment spans 13 jurisdictions including UK, Jersey, Switzerland, Luxembourg, South Africa, Israel, USA, Canada, Netherlands and Ireland with UHNW client base across EMEA core.

Recent activity

Recent realised exits include the Caledonia Investments partial stake sale (financial services, 2024). Recent corporate activity includes the pending sale of the firm to Corient creating a $430 billion UHNW platform (financial services, 2025-2026). The platform continues active multi-strategy deployment across the UHNW family-office franchise. Detailed buyer names and multiple data available on Pro at €29/month.