Who Moves Where in Wealth Management? – Stonehage Fleming

The latest movements and appointments in wealth management in the UK, rest of Europe, the Middle East and other select regions.

Stonehage Fleming
Stonehage Fleming, an international multi-family office, has appointed Sarah Bertram-Laura Reyna as Director of the Jersey Family Office Division.

Bartram-Lora Reina (pictured) will be effective immediately in her role and will work closely with clients, advisors and co-trustees across divisions and business units within Stonehage Fleming Group. She is based in Jersey and will report to Richard Her Stride, Head of the Family Office Her Jersey.

Bartram-Lora Reina has over 30 years of experience in the financial services industry, covering retail, private, investment banking, trust and corporate services. She joined from her Ocorian Limited where she was Executive Director. Prior to that, she was a client of Zedra Trust Company (Jersey) Limited (formerly Barclays Private Bank & Trust Company Limited) where she was a director. JATCo president Bartram-Lora Reina has been named one of Citywealth’s Top 20 Trustees for 2023.

Claire Strecker joins Stonehage Fleming’s Jersey Family Office team as Director of Risk and Compliance. Strecker joined from Hawksford, where she was the fund’s compliance manager. Her additional employment includes: Ashley Correia, Customer Relations Manager. Kim Wink, Compliance Manager. Henry Mehegan served as Senior Client Accountant. All roles are effective immediately.

Ian Crosby, Chairman of Stonehage Fleming Jersey, said: Sarah is a seasoned and seasoned director with extensive experience in the financial services industry. She brings invaluable insight and experience to our team that will help us further enhance our client offering. It’s a further demonstration of our commitment to building. ”

Sarah Bertram-Laura Reyna adds: I look forward to working closely with my new colleagues across the Group as we continue to support our ever-evolving customer base to ensure effective wealth management. ”

Stonehage Fleming strengthens the Channel Islands team. For further employment see here and here.