Stonehage Fleming, one of the world’s leading independently owned family offices, has expanded its Wealth Planning division with the appointment of Matthew Brown as Director.
With sixteen years’ financial planning experience Brown joins Stonehage Fleming from Thomas Miller Wealth Management, where he was appointed Partner in 2015, having first joined the firm in 2006 (Thomas Miller acquired Broadstone/BDO Investment Management in December 2014).
Brown will work closely with the existing team and assist in developing and delivering the wealth planning offering to the UK market. He will be based in the firm’s London office and will report to Susie Hillier, Partner and Head of Wealth Planning. His appointment was effective from Monday 11 June.
The news comes on the heels of three client facing additional hires within the wealth planning team in London. Ashley Pontiggia joins from Saunderson House later in the month as a Senior Financial Planner. He will be joining Ketan Patel who arrived into the team during May and they will be followed by a further new Planner during August.
Stonehage Fleming Wealth Planning sits within the wider Stonehage Fleming Group and provides integrated financial planning and investment advice in the UK across investments, pensions and protection.
Hillier says: “I am very pleased to welcome Matthew to the Wealth Planning team. Close relationships and a deep understanding of our clients is at the heart of our offering. Matthew’s seniority and experience working with HNW individuals with complex needs makes him well-suited to contribute significantly to our rapidly expanding, talented team.”
Brown says: “The needs of our clients are constantly evolving and we as advisers must be able to offer broader servicers and have a deeper understanding of the issues they may face. Stonehage Fleming is uniquely positioned with their distinctive integrated approach to wealth management. It is an exciting time for the company and it gives me great pleasure to be a part of the journey.”