The current climate presents significant challenges today for wealth creators. Stonehage Fleming’s emphasis is firmly on succession planning — a niche service which could only exist on the back of the nous of such trusted advisers as Mark Sullivan. Sullivan, a senior client director in the investment management team, has previously led similar operations for UK-based families, individuals and charities at both Rathbones and UBS. A chartered fellow of the CISI, he was director of Buckland Capital Partners, a single family office, before joining Stonehage Fleming in 2013. While most in the industry focus on liquidity, Sullivan and his team seek to ‘add value across the entirety of family wealth’.
UHNW Wealth Managers