Company Size

‘Some of my clients run some of the largest companies in the world,’ says the self-effacing Nelson. The absence of products pushing Stonehage Fleming’s integrated wealth planning approach mean he’s able to cater for them as a holistic wealth manager. He points out that the past few years have shown how little value a one-dimensional stock-picking approach brings clients. Following the Fleming Family and Partners merger with Stonehage, the traditional family office has been given greater international exposure and an increasing range of clients, including sports celebrities and entrepreneurs who’ve recently had a liquidity event. Many don’t want the distraction of finance. ‘They come to us,’ he says, ‘because a business like ours is always seen as the long-term custodians of family wealth.’

Stonehage Fleming won the Next Generation Award at the Spear’s Wealth Management Awards 2015

David Nelson