Mark Sullivan

Spear’s Review

‘We have a deliberately low ratio of clients per adviser to provide a personalised service compared to other places that have more clients and less time,’ says Mark Sullivan, a partner in Stonehage Fleming’s investment management team. 

Responsible for a number of key client relationships, Sullivan and his team act as trusted advisers to families that span multiple generations and jurisdictions. 

Prior to joining Stonehage Fleming, Sullivan led similar operations for UK-based families, individuals and charities at Rathbones and UBS. He is a fellow of the Chartered Institute for Securities and Investments, acts as a non-executive director for a UK-based family’s investment holding company, and is on the investment committee of a City of London livery company.