Stonehage Fleming is opening a representative office in Florida and growing its team in the US state.
Lowry Brescia will take on the position of client relationship manager for the group in Miami, effective immediately. She joins from Lionheart Capital where she served as vice president of operations.
The operation is part of the family office’s strategy to grow its footprint in North America as well as use it as a gateway to target ultra- and high net worth individuals and families in Florida and throughout Latin America.
The office will also serve as a “local port of call” for intermediaries either in or passing through Florida, the firm said.
The Miami office adds to Stonehage Fleming’s presence in 14 jurisdictions around the world, including in Philadelphia and Toronto, Canada.
Important segment
Johan van Niekerk, head of family office (US), said: “We are committed to expanding our capabilities and presence across the United States. Miami is the undisputed gateway to reach Latin American clients and we are excited to be able to offer a local presence that meets the needs of clients in this important segment of the market.
“Lowry’s broad industry experience and contacts gained by working with ultra- and high net worth individuals predominantly from Latin America, North America and the Caribbean is hugely valuable as we seek to develop our presence in Florida.
“Having been based in Florida for two decades and a fluent Spanish speaker, Lowry is firmly embedded in the community and has a clear understanding of the wealth management landscape.”
