CRD: 313913
Stonehage Fleming
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- Custodian
- UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Sovereign Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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