Stonehage Fleming Family and Partners Limited

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Stonehage Fleming Family and Partners Limited - overview

Established

1976

Location

London, -, UK

Primary Industry

Financial Services

About

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, CI Private Wealth, a portfolio company of Ares Management, Bain Capital, Flexpoint Ford, and Mubadala Capital, agreed to acquire Stonehage Fleming Family and Partners Limited. Financial terms were not disclosed. The transaction was completed in 2025.


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

CI Private Wealth, LLC

Primary Industry

Financial Services

Sub Industries

Consulting Services, Investment Banking

Website

www.stonehagefleming.com

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Stonehage Fleming Family and Partners Limited - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Add-onCompletedStonehage Fleming Family and Partners Limited-

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