My team manages discretionary portfolios for around 200 internationally-based clients. I joined the firm in 2007 as a Relationship Manager in the Family Office division with specialist investment focus. Two years in, we identified the need for a formal investment management offering in Jersey and I was asked to set that up.
We offer a varied world within Stonehage Fleming. Our extensive service offering and international scale means there is huge scope for career development. Over the years, our services have evolved in response to the needs of our clients to develop wide-ranging expertise from Family Office Services and Investment Management through to Art Management and managing the activities of clients in the Sports and Entertainment world.
Businesses who embrace different opinions and perspectives thrive. Stonehage Fleming attracts individuals from a variety of professions and geographies, people who have an incredibly wide range of personalities, backgrounds, insights and approaches. There is a creative energy that comes from that. It makes for a more exciting and productive business environment that is better positioned to serve our existing, diverse client base, the next generation and future clients.
CSR is an important part of our culture. Not only do we work alongside specific charity partners each year, but we also support the personal initiatives of our colleagues when there are specific activities or fundraising efforts. In addition, a significant number of our people hold formal positions in a wide range of Jersey charities and use their experience and energy to support the charitable sector. These activities go a long way to shaping a corporate culture which values the communities we work in.
My advice? Be yourself and don’t feel the need to change too much to fit into somebody’s else’s mould. The more you can be yourself, the more likely you are to find a role that suits you personally. It makes for a happy employee and a fulfilling career.
Stonehage Fleming is the leading independent Multi-Family Office Group in the EMEA region and is adviser to the world’s leading families and wealth creators. We advise on over USD55bn of assets on behalf of our clients, employing almost 600 people in 11 offices across eight geographies. We help our clients determine a strategy and purpose for the management and protection of their wealth – now and for future generations.