Spear’s Review

Former UBS banker Daniel Pinto founded multi-family office Stanhope Capital in 2004, catering to some of the world’s wealthiest families and entrepreneurs. 

Stanhope, which used to oversee the £538 million investment portfolio of the late Queen Elizabeth II, grew through significant M&A activity, including a merger in 2021 with US-based FWM Holdings, which manages the wealth of the Forbes founding family.

By 2025, Pinto had increased Stanhope’s AuM to north of $40 billion when it was announced that the firm would be acquired – along with Stonehage Fleming – by Miami-based Corient, one of the largest and fastest-growing wealth advisory firms in the US. 

The brace of acquisitions is expected to create a firm with $430 billion in AuM, which Corient said would constitute the largest independent wealth adviser in the world. 

The deal is slated to be finalised in early 2026, with Pinto becoming head of Corient’s international business. Of the tie-up, he said: ‘Stonehage Fleming and Stanhope have known each other well for many years; our relationship is characterised by mutual respect and cultural compatibility, and we have a number of valued clients in common.’

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