Stonehage Fleming: Investment Experts with Global Reach

Stonehage Fleming is a global investment and wealth management company with a long history of expertise. Founded in 1990, the company has grown to become a leading player in the industry.

With offices in over 20 countries, Stonehage Fleming has a truly global reach. This allows them to provide expert investment advice to clients all over the world.

Their team of experienced investment experts has a deep understanding of the complexities of global markets. This expertise is backed by a strong research and analysis capability.

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Stonehage Fleming is a company with a rich history, but let's start with the basics. Stonehage Fleming Wealth Services Limited is the legal entity associated with Stonehage Fleming Family & Partners.

Stonehage Fleming Wealth Services Limited was incorporated on January 13, 2011. This date marks the official beginning of the company's journey.

The company's revenue as of March 31, 2022, was $2.46 million. This figure gives us an idea of the company's financial standing.

Stonehage Fleming Wealth Services Limited reported a net profit of $93.8 thousand as of March 31, 2022. This profit is a significant aspect of the company's financial performance.

The company has a substantial workforce, with 668 employees as of the last reported date.

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Stonehage Fleming Family & Partners has raised a total of $116M in funding over two rounds.

The first funding round was completed on December 21, 2018, with a total amount of $116M.

Stonehage Fleming's latest funding round was a Conventional Debt round on December 21, 2018, for $37.9M.

Caledonia was the sole investor in Stonehage Fleming's latest funding round.

Here is a summary of Stonehage Fleming's recent funding rounds:

Stonehage Fleming Family & Partners has several competitors in the multi-family office services space. Rockefeller Capital Management is currently ranked as the number one competitor, with a total funding of $622 million and investors such as Viking Global Investors and RIT Capital Partners.

Rockefeller Capital Management is a provider of multi-family office services, offering a range of financial management solutions. Their headquarters is located in New York City, and they are considered a late-stage company.

Pathstone Federal Street is another competitor, ranked second with a Tracxn score of 60/100. They are a provider of multi-family office services, with a series A funding stage and investors such as Kelso & Company and Lovell Minnick Partners.

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Stonehage Fleming Family & Partners is ranked third, with a total funding of $116 million and a Tracxn score of 59/100. They are an acquired company with a history dating back to 1976.

Here is a list of the top 10 competitors in the multi-family office services space, ranked by their Tracxn score:

Foster Denovo, ranked eighth, is a provider of financial planning and advisory services, with a series D funding stage and investors such as Crestline.

Stonehage Fleming has a large book of business and does what they do well. They have a good team in Jersey, with some talented individuals.

Their expertise in trust work is impressive, and they have a strong reputation among high net worth individuals. This is likely due to their ability to provide a wide range of services to meet their clients' diverse needs.

Here are some of their notable investments:

Stonehage Fleming has a large book of business and delivers high-quality services to their high net worth individuals.

Their expertise extends beyond trust work, with a wide range of services available to cater to their clients' diverse needs.

They have a strong team in Jersey, comprising good individuals who contribute to the firm's success.

Stonehage Fleming is an established name in the industry, with a reputation built on delivering excellent results for their ultra high net worth clients.

Stonehage Fleming Family & Partners has made some impressive investments and acquisitions over the years. One notable example is their investment in BibliU, a company founded in 2014 and based in Brooklyn, United States.

They invested in BibliU on two separate occasions, first on September 28, 2022, and again on June 9, 2022. BibliU's 2014 founding year is a testament to the company's relatively young age.

Cavendish Asset Management, another investment, was founded in 1980 and is based in London, United Kingdom. Stonehage Fleming Family & Partners invested in Cavendish Asset Management on July 28, 2020.

Here's a summary of their investments and acquisitions: