Montel Maruziva

Document Management System Assistant at Stonehage Fleming - Jersey, ENG, UK

Montel Maruziva's Colleagues at Stonehage Fleming
Christopher Booth

Senior Risk and Compliance Analyst

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Charlie King

Client Relationship Associate

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Phil Feldman

Portfolio Management Systems

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Jack Henderson

Senior Associate - Family Office

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Anna Hughes

Senior Administrator

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Montel Maruziva's Contact Details
HQ
+44 20 7087 0000
Location
Company
Stonehage Fleming
Montel Maruziva's Company Details
Stonehage Fleming logo, Stonehage Fleming contact details

Stonehage Fleming

Jersey, ENG, UK • 934 Employees
Financial Services

Stonehage Fleming is adviser to many of the world’s leading families and wealth creators. We help families manage and protect their wealth now and for future generations. To meet their needs we are able to draw on a rich array of in-house experience and expertise to manage and protect their wealth; we also work closely with families’ existing offices, advisers and our extensive network of professional firms. Our relationships with clients would typically include: - Helping define the purpose of the family wealth, its governance and succession plans. - Managing and administering international structures such as trusts and companies. - Managing investment portfolios on a discretionary and advisory basis. - Ensuring plans are in place for all phases of the financial life cycle and that wealth is structured efficiently - Identification and mitigation of the full spectrum of risks to family wealth. - Reviewing legal structures, taking account of cross-border and inter-generational considerations. - Sourcing and advising on private capital investment opportunities. - Creating reports aggregating and analysing all aspects of client wealth. - Coordination and execution of all banking and treasury needs. - Advising on matters of corporate finance for the family business and other commercial interests. - Management of art collections and other lifestyle assets. We have a rich array of in-house expertise but we also work closely with families’ existing advisers and our network of experienced professional partners, in particular lawyers, accountants and trustees. Our scale and market presence enable us to identify the best professional partners internationally. We deliver the optimal combination of internal and external advice based on client needs. Keep up to date with our latest news and insights here: https://www.stonehagefleming.com/insights

Wealth Planning Global Finance Wealth Advisors Multi Family Office Risk Assessment Philanthropic Advisory Services Family Office Investment Management Services
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Frequently Asked Questions about Montel Maruziva
Montel Maruziva currently works for Stonehage Fleming.
Montel Maruziva's role at Stonehage Fleming is Document Management System Assistant.
Montel Maruziva's email address is ***@stonehagefleming.com. To view Montel Maruziva's full email address, please signup to ConnectPlex.
Montel Maruziva works in the Financial Services industry.
Montel Maruziva's colleagues at Stonehage Fleming are Christopher Booth, Charlie King, Beth Thorpe, Phil Feldman, James Jefferson, Jack Henderson, Anna Hughes and others.
Montel Maruziva's phone number is +44 20 7087 0000
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