Company
Position
Partner
Index
Advisers to Families
Location
London
Advice type
Investment strategy
Sector Focus
Financial Services
Wealth Management & Private Banking
Customer type
Wealth adviser
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.
Sullivan has led similar operations for UK-based families, individuals and charities at Rathbones and UBS. A chartered fellow of the CISI, he was a director at Buckland Capital Partners, a single family office, before joining Stonehage Fleming in 2013.
Rank: Recommended
Recommended 2024, Advisers to Families
Network Connections
Top Flight
Matthew Fleming
Stonehage Fleming
Advisers to Families
London
Top Flight 2024
Advisers to Families
Recommended
Colin Bird
Stonehage Fleming
Trusts, Structuring & Offshore
Douglas
Recommended 2024
Trusts, Structuring & Offshore
Recommended
Lucy Birtwistle
Stonehage Fleming
Advisers to Families
London
Recommended 2024
Advisers to Families
Recommended
Caspar Helmore
Stonehage Fleming
UHNW Wealth Managers
United Kingdom
Recommended 2024
UHNW Wealth Managers
Recommended
Priyanka Hindocha
Stonehage Fleming
Advisers to Families
London
Recommended 2024
Advisers to Families
Recommended
Scott Oliphant
Stonehage Fleming
UHNW Wealth Managers
London
Recommended 2024
UHNW Wealth Managers
Recommended
Doris Sommavilla
Stonehage Fleming
Advisers to Families
Zurich
Recommended 2024
Advisers to Families
Recommended
Ana Ventura
Stonehage Fleming
Trusts, Structuring & Offshore
Saint Helier
Recommended 2024
Trusts, Structuring & Offshore