Stonehage Fleming Tech Stack
Multi-family office and wealth advisory with global trust and investment management
Stonehage Fleming operates a multi-family office advisory business serving ultra-high-net-worth families across 50+ years, anchored in Jersey with offices spanning Monaco, Switzerland, South Africa, and North America. The tech stack is dominated by Microsoft cloud (Azure, Microsoft 365, Teams, SharePoint) paired with Anaplan for financial modeling and Snowflake for analytics—a configuration that reveals a finance-operations core rather than product engineering. Active hiring spans finance, legal, and operations roles across eight countries, with pain points clustered around regulatory reporting deadlines, Anaplan model performance, and AML/CFT compliance integration.
Tech Stack 51 technologies
What Stonehage Fleming Is Building
◆Challenges
- Meeting strict reporting deadlines
- Optimizing anaplan model performance
- Regulatory reporting
- Aml/cft compliance
- Integrating anaplan with other enterprise systems
- Risk review processes
- Regulatory change alignment
- Repeat findings reduction
- Compliance with regulatory frameworks
- Staying current with trust law changes
▲Active Projects
- Combined risk assessment (cra) integration
- Performance optimization of anaplan models
- Budgeting and forecasting anaplan models
- Aml/cft project
- Marketing event support
- Anaplan data integration with erp and crm
- Rmcp execution
- Wealth preservation plans
- Succession planning
- Cross-jurisdictional trust advisory
