The individual will assist with the management of clients within Stonehage Fleming Investment Management. The role will comprise management of the existing client book, entailing portfolio reviews and trade implementation, periodic reporting and regular client contact and communication. The role will also entail supporting new business development and in due course, the expectation to manage a book of clients themselves. PRINCIPAL ELEMENTS AND ACCOUNTABILITIES • Support the Director and Partner with the day to day management of the client book o Help maintain existing client relationships o Assist in preparing and presenting to prospective clients o Assist in managing clients' investment portfolios o CRM system maintenance and review of restrictions, including the review of models o Quarterly review of client investment restrictions • Responding to client queries o Timely, professional and accurate response to client queries and requests o Ensure any necessary documentation is in place - recording details on CRM system • Portfolio modelling and implementation of client's investment strategy o Accurate and timely portfolio modelling and order building - including constructing and implementing model changes across the wider client book o Preparing and implementing investment recommendations o Post trade monitoring, to ensure transactions have been implemented accurately o Develop investment strategy for bespoke large and complex Advisory clients, and ensure sufficient knowledge of these bespoke strategies to provide holistic portfolio advice • Responsible for communication and dispatch of periodic reporting to clients o Organisation of client meetings, coordinating with the parties involved o Prepare documents for client meetings o Contribute in client meetings, leading client meetings on occasion, taking accurate and timely minutes of client calls and meetings o Monthly and quarterly preparation and checking of client valuations and the distribution of client reports • Investment analysis and research o Strong interest in investments is essential with a mindset of continuous development of macro-economic and finance knowledge o Contribute to and co-ordinate ad-hoc investment due diligence on investment opportunities for clients o On occasion, be prepared to carry out independent research and provide critical thinking on unfamiliar topics and provide an objective and considered recommendation to clients • KYC Maintenance o Ensure semi-annual review takes place o Ensure full set of up to date documentation is on the client file • Aspire to taking on responsibility for a portion of the client book o You are working towards inheriting a book of clients • Promote and develop robust Operating Procedures across the business o You are responsible for adhering to the operating procedures of the business as written and of providing enhancements and changes to the procedures as and when identified. It is essential that any such changes are properly documented immediately. • Supplementary o You are encouraged to engage with other parts of the business as much as possible, developing strong working relationships o Assist in the preparation and implementation of any new systems, working to ensure that all Client Relationship requirements of the new system are met QUALIFICATIONS AND EXPERIENCE • The candidate holds an appropriate qualification to advise UK retail clients on securities and derivatives, and holds a valid statement of professional standing (SPS) • CFA Charterholder (advantageous) or part completion thereof • Degree qualification or equivalent • Sound knowledge of financial markets and asset classes • Experience in assisting in the management of a book of UHNW / HNW clients • Experience in researching and analysing investments COMPETENCIES, SKILLS AND BEHAVIOURS • Strong organisational and MS Office (particularly Excel & PowerPoint) skills are essential • Proficiency with Bloomberg • High attention to detail and accuracy • Good analytical and critical thinking skills • Ability to use initiative and work independently • Excellent communication skills, written and spoken • Comfortable and willing to take on increasing levels of responsibility
Aug 18, 2025
Full time
The individual will assist with the management of clients within Stonehage Fleming Investment Management. The role will comprise management of the existing client book, entailing portfolio reviews and trade implementation, periodic reporting and regular client contact and communication. The role will also entail supporting new business development and in due course, the expectation to manage a book of clients themselves. PRINCIPAL ELEMENTS AND ACCOUNTABILITIES • Support the Director and Partner with the day to day management of the client book o Help maintain existing client relationships o Assist in preparing and presenting to prospective clients o Assist in managing clients' investment portfolios o CRM system maintenance and review of restrictions, including the review of models o Quarterly review of client investment restrictions • Responding to client queries o Timely, professional and accurate response to client queries and requests o Ensure any necessary documentation is in place - recording details on CRM system • Portfolio modelling and implementation of client's investment strategy o Accurate and timely portfolio modelling and order building - including constructing and implementing model changes across the wider client book o Preparing and implementing investment recommendations o Post trade monitoring, to ensure transactions have been implemented accurately o Develop investment strategy for bespoke large and complex Advisory clients, and ensure sufficient knowledge of these bespoke strategies to provide holistic portfolio advice • Responsible for communication and dispatch of periodic reporting to clients o Organisation of client meetings, coordinating with the parties involved o Prepare documents for client meetings o Contribute in client meetings, leading client meetings on occasion, taking accurate and timely minutes of client calls and meetings o Monthly and quarterly preparation and checking of client valuations and the distribution of client reports • Investment analysis and research o Strong interest in investments is essential with a mindset of continuous development of macro-economic and finance knowledge o Contribute to and co-ordinate ad-hoc investment due diligence on investment opportunities for clients o On occasion, be prepared to carry out independent research and provide critical thinking on unfamiliar topics and provide an objective and considered recommendation to clients • KYC Maintenance o Ensure semi-annual review takes place o Ensure full set of up to date documentation is on the client file • Aspire to taking on responsibility for a portion of the client book o You are working towards inheriting a book of clients • Promote and develop robust Operating Procedures across the business o You are responsible for adhering to the operating procedures of the business as written and of providing enhancements and changes to the procedures as and when identified. It is essential that any such changes are properly documented immediately. • Supplementary o You are encouraged to engage with other parts of the business as much as possible, developing strong working relationships o Assist in the preparation and implementation of any new systems, working to ensure that all Client Relationship requirements of the new system are met QUALIFICATIONS AND EXPERIENCE • The candidate holds an appropriate qualification to advise UK retail clients on securities and derivatives, and holds a valid statement of professional standing (SPS) • CFA Charterholder (advantageous) or part completion thereof • Degree qualification or equivalent • Sound knowledge of financial markets and asset classes • Experience in assisting in the management of a book of UHNW / HNW clients • Experience in researching and analysing investments COMPETENCIES, SKILLS AND BEHAVIOURS • Strong organisational and MS Office (particularly Excel & PowerPoint) skills are essential • Proficiency with Bloomberg • High attention to detail and accuracy • Good analytical and critical thinking skills • Ability to use initiative and work independently • Excellent communication skills, written and spoken • Comfortable and willing to take on increasing levels of responsibility
6 St James's Square, London SW1Y 4JU, UK Job Description Posted Monday, July 28, 2025 at 4:00 AM OVERALL PURPOSE The Associate will be required to advise on estate planning, trust and private client tax issues. These will include private client matters such as pre- and post-migration/immigration tax advice, foreign trust planning, considering fiscal legislation including all aspects of personal income and capital gains tax, and inheritance tax. The Associate (Tax & Estates) will report to a Director or Partner in the Legal division. PRINCIPAL ELEMENTS AND ACCOUNTABILITIES Prepare advice on a range of UK tax matters, with an emphasis on the taxation of internationally mobile individuals. Advise on the establishment and operation of trust and corporate structures for wealth planning purposes in conjunction with the family office and external providers Assisting and advising colleagues in other offices with ongoing and ad-hoc projects involving UK and international tax, private client, and regulatory issues Prepare Wills, Lasting Powers of Attorney, and related documentation for high-net worth individuals Develop the practice internationally, through general marketing initiatives, presenting and taking part in continuing professional development activities In addition to the above, the Associate will also be required to prepare intra-group documents such as resolutions, loan agreements and other general contracts Providing ad hoc support and assistance to the other corporate fee earners in the team Keeping up-to-date with changes and developments in relevant laws Ensuring that daily time sheets are submitted so that bills can be rendered Identify business development opportunities and cross-selling opportunities within Stonehage Fleming and demonstrate self-generation of workflow and clients QUALIFICATIONS AND EXPERIENCE Solicitor admitted in the UK or a commonwealth territory or have another relevant tax or private client qualification such as ACA, CTA, ADIT, or STEP Mid-level legal experience Have an excellent academic record Experience in private group restructures (local and offshore) Experience in estate planning for HNW individuals locally and internationally Experience in domestic and international trust law and practice and tax work Knowledge of international tax law an added advantage Cross-jurisdictional relocation planning SKILLS, COMPETENCIES AND BEHAVIOURS Excellent communication skills Resourceful with an ability to multi-task Working well with partner input Strong attention to detail Skilled at managing admin and technical training Business/Commercial acumen Practice management and profitability knowledge Strong analytical skills Organised Have a basic knowledge of accounting concepts 6 St James's Square, London SW1Y 4JU, UK
Aug 16, 2025
Full time
6 St James's Square, London SW1Y 4JU, UK Job Description Posted Monday, July 28, 2025 at 4:00 AM OVERALL PURPOSE The Associate will be required to advise on estate planning, trust and private client tax issues. These will include private client matters such as pre- and post-migration/immigration tax advice, foreign trust planning, considering fiscal legislation including all aspects of personal income and capital gains tax, and inheritance tax. The Associate (Tax & Estates) will report to a Director or Partner in the Legal division. PRINCIPAL ELEMENTS AND ACCOUNTABILITIES Prepare advice on a range of UK tax matters, with an emphasis on the taxation of internationally mobile individuals. Advise on the establishment and operation of trust and corporate structures for wealth planning purposes in conjunction with the family office and external providers Assisting and advising colleagues in other offices with ongoing and ad-hoc projects involving UK and international tax, private client, and regulatory issues Prepare Wills, Lasting Powers of Attorney, and related documentation for high-net worth individuals Develop the practice internationally, through general marketing initiatives, presenting and taking part in continuing professional development activities In addition to the above, the Associate will also be required to prepare intra-group documents such as resolutions, loan agreements and other general contracts Providing ad hoc support and assistance to the other corporate fee earners in the team Keeping up-to-date with changes and developments in relevant laws Ensuring that daily time sheets are submitted so that bills can be rendered Identify business development opportunities and cross-selling opportunities within Stonehage Fleming and demonstrate self-generation of workflow and clients QUALIFICATIONS AND EXPERIENCE Solicitor admitted in the UK or a commonwealth territory or have another relevant tax or private client qualification such as ACA, CTA, ADIT, or STEP Mid-level legal experience Have an excellent academic record Experience in private group restructures (local and offshore) Experience in estate planning for HNW individuals locally and internationally Experience in domestic and international trust law and practice and tax work Knowledge of international tax law an added advantage Cross-jurisdictional relocation planning SKILLS, COMPETENCIES AND BEHAVIOURS Excellent communication skills Resourceful with an ability to multi-task Working well with partner input Strong attention to detail Skilled at managing admin and technical training Business/Commercial acumen Practice management and profitability knowledge Strong analytical skills Organised Have a basic knowledge of accounting concepts 6 St James's Square, London SW1Y 4JU, UK
Posted Saturday, June 14, 2025 at 5:00 AM Business Developer - GBI Strategy & Fund Stonehage Fleming is adviser to many of the world's leading families and wealth creators. We manage and protect their wealth now and for future generations, whether acting independently or working in conjunction with other trusted advisers. We provide a range of services from long-term strategic planning and investments to day-to-day advice and administration. The Group is independently owned with a significant ownership held by management and staff. We employ over 1000 people, from 20 offices and 14 jurisdictions around the world. OVERALL PURPOSE Reporting to the Group Head of Business Development, the individual will have overall responsibility for developing and growing assets under management for the Global Best Ideas (GBI) fund/ strategy, a flagship fund/ strategy run by the SF Equity Management ('SFEM') team.The role requires an experienced and proven institutional/ wholesale fund development professional who can identify potential growth opportunities for GBI, develop the necessary sales and marketing strategies and work collaboratively with various teams to bring them to fruition. This will include also growing investment from Family Offices external to/ not currently clients/ investors of SF. This role is integral to the success of the Investment Management business. The role will be based in London but with regular travel to other offices or geographies. WORKING RELATIONSHIPS The position reports to the Partner and Senior Business Development Officer based in London with a dotted reporting line to the Head of SFEM. This role encompasses a close and regular interaction with all members of the Investment, Family Office and Accounting, Banking, Marketing, Middle Office and Risk & Compliance teams. BACKGROUND The specialist equity management division, run by Gerrit Smit, was established in 2009 and the SFEM team has over 100 years of combined experienced. Their flagship investment strategy, GBI (also established in 2009), is a concentrated fund focused on best-of-breed businesses for their quality, strategic competitive edge and value. They believe that a portfolio of businesses each containing these elements will provide a favourable return over time. The GBI strategy has circa $4bn in AUM and is offered through a Dublin based UCITS fund (launched 2013) or on a segregated basis in exceptional cases for portfolios in excess of $50m. The ambition of the business is to grow this AUM substantially. PRINCIPAL ELEMENTS AND ACCOUNTABILITIES The primary focus of the role will be on the successful distribution of the firm's GBI fund/ strategy to institutional, wholesale and family office investors in the UK, British Isles, Switzerland, Europe and the USA including; Family Offices, wealth managers, fund platforms, fund selectors, fund buyers, brokers and IFAs. Key responsibilities include: • Developing and executing a comprehensive business developing strategy to target the institutional, wholesale and family office investors in the UK, British Isles, Switzerland, Europe and the USA and to systematically grow its assets under management. • Annual new business revenue targets will be set and agreed upon with the business and reporting line, forming the major criterion for measuring success in this role. • Working collaboratively with the SFEM team, client facing members of various divisions (eg Wealth Planning, Private Clients) across the Group, Group Marketing and other key stakeholders. • Responsibility for devising and executing an agreed budget / financial model (including targets) to support and validate the various business development resources and costs. • Responsibility for evaluating additional fund structures for GBI for possible distribution into untapped markets and jurisdictions. • In a later phase, be responsible for hiring and managing additional business development resources as required. • Support the Group Business Development team and Stonehage Fleming Group by upholding and promoting Stonehage Fleming values. QUALIFICATIONS AND EXPERIENCE • Educated to degree level or equivalent. • Minimum RDR level 4 Qualifications. • Proven business developer with demonstrable history of success in winning new business. • Have an established investor network in the target markets. • A strong understanding of the current market and awareness of competitors. • Having a thorough understanding and working knowledge of the sector and its opportunities and challenges, including; competitor products and pricing. • Having a detailed knowledge of the compliance and regulatory framework in those areas in which marketing and business development activities will take place. SKILLS AND COMPETENCIES • A working style that is team focused, collaborative, open and demonstrates One-Firm-Firm values. • Commercial, forward thinking and results driven, while meeting the highest standards of integrity. • Operate with high energy and initiative to generate business. • Excellent communication skills both written and verbal. • Good working knowledge of the regulatory environment. • Methodical and meticulous - high attention to detail. • Outstanding presentation and negotiation skills. • Self-motivated and self-disciplined. • Strong numerical, analytical and problem solving skills. • Ability to work under pressure and meet tight deadlines.
Aug 05, 2025
Full time
Posted Saturday, June 14, 2025 at 5:00 AM Business Developer - GBI Strategy & Fund Stonehage Fleming is adviser to many of the world's leading families and wealth creators. We manage and protect their wealth now and for future generations, whether acting independently or working in conjunction with other trusted advisers. We provide a range of services from long-term strategic planning and investments to day-to-day advice and administration. The Group is independently owned with a significant ownership held by management and staff. We employ over 1000 people, from 20 offices and 14 jurisdictions around the world. OVERALL PURPOSE Reporting to the Group Head of Business Development, the individual will have overall responsibility for developing and growing assets under management for the Global Best Ideas (GBI) fund/ strategy, a flagship fund/ strategy run by the SF Equity Management ('SFEM') team.The role requires an experienced and proven institutional/ wholesale fund development professional who can identify potential growth opportunities for GBI, develop the necessary sales and marketing strategies and work collaboratively with various teams to bring them to fruition. This will include also growing investment from Family Offices external to/ not currently clients/ investors of SF. This role is integral to the success of the Investment Management business. The role will be based in London but with regular travel to other offices or geographies. WORKING RELATIONSHIPS The position reports to the Partner and Senior Business Development Officer based in London with a dotted reporting line to the Head of SFEM. This role encompasses a close and regular interaction with all members of the Investment, Family Office and Accounting, Banking, Marketing, Middle Office and Risk & Compliance teams. BACKGROUND The specialist equity management division, run by Gerrit Smit, was established in 2009 and the SFEM team has over 100 years of combined experienced. Their flagship investment strategy, GBI (also established in 2009), is a concentrated fund focused on best-of-breed businesses for their quality, strategic competitive edge and value. They believe that a portfolio of businesses each containing these elements will provide a favourable return over time. The GBI strategy has circa $4bn in AUM and is offered through a Dublin based UCITS fund (launched 2013) or on a segregated basis in exceptional cases for portfolios in excess of $50m. The ambition of the business is to grow this AUM substantially. PRINCIPAL ELEMENTS AND ACCOUNTABILITIES The primary focus of the role will be on the successful distribution of the firm's GBI fund/ strategy to institutional, wholesale and family office investors in the UK, British Isles, Switzerland, Europe and the USA including; Family Offices, wealth managers, fund platforms, fund selectors, fund buyers, brokers and IFAs. Key responsibilities include: • Developing and executing a comprehensive business developing strategy to target the institutional, wholesale and family office investors in the UK, British Isles, Switzerland, Europe and the USA and to systematically grow its assets under management. • Annual new business revenue targets will be set and agreed upon with the business and reporting line, forming the major criterion for measuring success in this role. • Working collaboratively with the SFEM team, client facing members of various divisions (eg Wealth Planning, Private Clients) across the Group, Group Marketing and other key stakeholders. • Responsibility for devising and executing an agreed budget / financial model (including targets) to support and validate the various business development resources and costs. • Responsibility for evaluating additional fund structures for GBI for possible distribution into untapped markets and jurisdictions. • In a later phase, be responsible for hiring and managing additional business development resources as required. • Support the Group Business Development team and Stonehage Fleming Group by upholding and promoting Stonehage Fleming values. QUALIFICATIONS AND EXPERIENCE • Educated to degree level or equivalent. • Minimum RDR level 4 Qualifications. • Proven business developer with demonstrable history of success in winning new business. • Have an established investor network in the target markets. • A strong understanding of the current market and awareness of competitors. • Having a thorough understanding and working knowledge of the sector and its opportunities and challenges, including; competitor products and pricing. • Having a detailed knowledge of the compliance and regulatory framework in those areas in which marketing and business development activities will take place. SKILLS AND COMPETENCIES • A working style that is team focused, collaborative, open and demonstrates One-Firm-Firm values. • Commercial, forward thinking and results driven, while meeting the highest standards of integrity. • Operate with high energy and initiative to generate business. • Excellent communication skills both written and verbal. • Good working knowledge of the regulatory environment. • Methodical and meticulous - high attention to detail. • Outstanding presentation and negotiation skills. • Self-motivated and self-disciplined. • Strong numerical, analytical and problem solving skills. • Ability to work under pressure and meet tight deadlines.