Stonehage Fleming Family and Partners Limited
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Stonehage Fleming Family and Partners Limited - overview
Established
1976
Location
London, England, UK
Primary Industry
Financial Services
About
Based in the UK, Stonehage Fleming Family and Partners Limited operates as a business support company providing wealth management services. Based in London, UK, and founded in 1976 by Robert Fleming, Stonehage Fleming Family and Partners Limited operates as a financial services company that provides a wide range of financial services, such as Legal advisory, Tax Advisory, and consulting services. In September 2025, Corient Private Wealth LLC, a portfolio company of Ares Management, Bain Capital, Flexpoint Ford, and Mubadala Capital, agreed to acquire Stonehage Fleming Family and Partners Limited from Caledonia Investments. Financial terms were not disclosed.
The deal was completed in June 2026. Stonehage Fleming Family and Partners Limited provides a wide range of financial services, including art management, corporate and family business advisory, corporate services, dealing and treasury, direct investments, family offices, governance and succession, insurance services, investment management, legal and tax advisory, philanthropy, private capital investments, real estate, reporting and analysis, reputation management, trust and fiduciary, and wealth planning. The recent funding will support the company's growth and expansion plans.
Current Investors
Corient Private Wealth LLC, Caledonia Investments
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Stonehage Fleming Family and Partners Limited - timeline of key events
Stonehage Fleming Family and Partners Limited - financials
| Fiscal Year Ended | Apr 30, 2014 | Apr 30, 2015 | Apr 30, 2016 | Apr 30, 2017 | Apr 30, 2018 | Apr 30, 2019 | Apr 30, 2020 | Apr 30, 2021 | Mar 31, 2022 | Mar 31, 2023 | Mar 31, 2024 | Mar 31, 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue (USD) | 58,490 | 22,857 | 1,835,041 | 2,428,457 | 2,208,238 | 1,882,245 | 2,386,693 | 2,082,606 | 956,857 | - | - | - |
| % Revenue Growth (YoY) | - | (60.9%) | 7928.4% | 32.3% | (9.1%) | (14.8%) | 26.8% | (12.7%) | - | - | - | - |
| EBITDA (USD) | 51,740 | 3,511 | 194,251 | 408,458 | 188,718 | 36,453 | 478,508 | 102,595 | (3,007,867) | - | - | - |
| Operating Income (USD) | 51,740 | 3,511 | 141,937 | 373,669 | 180,431 | 31,193 | 469,402 | 93,826 | (3,014,464) | - | - | - |
| Operating Margin | 88.5% | 15.4% | 7.7% | 15.4% | 8.2% | 1.7% | 19.7% | 4.5% | (315.0%) | - | - | - |
| % EBITDA Margin | 88.5% | 15.4% | 10.6% | 16.8% | 8.5% | 1.9% | 20.0% | 4.9% | (314.3%) | - | - | - |
| NET Income (USD) | 44,237 | 11,014 | 97,295 | 294,260 | 150,934 | 25,057 | 438,421 | 77,430 | (2,848,752) | - | - | - |
| % Net Margin | 75.6% | 48.2% | 5.3% | 12.1% | 6.8% | 1.3% | 18.4% | 3.7% | (297.7%) | - | - | - |
Stonehage Fleming Family and Partners Limited - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on, Trade Sale | Completed | Stonehage Fleming Family and Partners Limited | - | ||||||||
| LP Direct | Completed | Stonehage Fleming Family and Partners Limited | - |
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Stonehage Fleming Family and Partners Limited - employee data
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