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

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