CRD: 313913
Stonehage Fleming
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Request a Free TrialFirm Details
- Custodian
- UBS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-01-2016
- Office Locations
- 15
Office Locations
About Stonehage Fleming
Stonehage Fleming is a multi-family office serving families and family businesses with strategic wealth planning and hands-on execution. Services include governance and succession planning, trust and company structuring, discretionary and advisory portfolio management, risk management, private capital sourcing, consolidated reporting, and banking/treasury coordination, working alongside clients’ existing advisers. Recognized in 2025 as Family Office of the Year and for wealth planning.
Reported data analysis
What the numbers show
Between June 25, 2025 and June 29, 2026, reported AUM increased 22.3%, from $19.5B to $23.8B.
Across 5 reported observations, AUM increased 65.2% between September 26, 2022 and June 29, 2026, from $14.4B to $23.8B.
Of the latest reported AUM, 71.9% is discretionary and 28.1% is non-discretionary.
The firm reports 52 advisory representatives and 725 clients, or 13.9 clients per representative. That equates to $32.9M in reported AUM per client.
The profile lists 15 reported office locations and 10 years in operation. The source data was last updated on June 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Stonehage Fleming record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Michael Berman
Partner
- CRD
- --
- Ownership
- Less than 5%
Sally Ann Ferne
Chief Operations Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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David Bagraim
Partner - Family Office
- CRD
- --
Caroline Bauer
Partner - Head of Family Office, Zurich
- CRD
- --
Showing 2 of 42 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,151,004,188 | $28,922,435 |
| Non-Discretionary | $6,688,012,817 | $50,666,764 |
| Total | $23,839,017,005 | $32,881,403 |
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Separately Managed Accounts
SMA allocation detail is available
Stonehage Fleming has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
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Stonehage Fleming's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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