Stonehage Fleming Financial Services Holdings LTD
Stonehage Fleming Financial Services Holdings Ltd is a leading independently owned multi-family office and wealth management group headquartered in Jersey, with roots tracing back to 1976. The firm provides advisory, fiduciary, investment management, estate planning, legal, and tax services to ultra-high-net-worth families, entrepreneurs, and international clients across 14 geographies, through over 20 offices and a workforce of more than 900 employees. Stonehage Fleming was created by the 2014 merger of Stonehage and Fleming Family & Partners, serving as a trusted adviser for over 40 years.
Investment Strategy
Stonehage Fleming focuses on serving ultra-high-net-worth families with a multi-disciplinary, global approach. It combines discretionary and advisory investment management tailored to family needs, incorporating wealth preservation, succession planning, and cross-border structuring. The firm offers access to private and public market opportunities, diligent risk management, and a high-touch, collaborative model, drawing on deep expertise and extensive networks to deliver independent advice and bespoke solutions across all major asset classes, family governance, and legacy objectives.
Top Holdings
Equity Positions (209)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | 9.14% | $315.0M | 1,435,642 | $219.39 | $219.39 | +$315.0M |
M MSFT | MICROSOFT CORP | 8.86% | $305.2M | 613,532 | $456.73 | $497.41 | +$68.7M |
N NFLX | NETFLIX INC | 8.12% | $279.6M | 208,812 | $899.62 | $1339.13 | +$81.6M |
G GE | GE AEROSPACE | 6.59% | $226.8M | 881,305 | $209.30 | $257.39 | +$79.3M |
A APH | AMPHENOL CORP NEW | 6.55% | $225.8M | 2,286,146 | $98.75 | $98.75 | +$225.8M |