In 2026, Miami-based Corient will be acquiring Stonehage Fleming and Stanhope Capital.
STONEHAGE FLEMING
Stonehage Fleming is an adviser to many of the world’s leading families and wealth creators. Founded in 2014, Stonehage Fleming offers a wide range of financial services — managing and administering art collections, investment portfolios, and international structures such as trusts and companies; sourcing and advising on private capital investment opportunities; coordinating and executing banking and treasury needs; and advising on matters of corporate finance. Stonehage Fleming offers their services from 20 offices in 14 geographies, managing an excess of US $175 billion.
Half of Stonehage Fleming started in 1873 with the investor, Robert Fleming. In 2015, Fleming Family & Partners merged with Stonehage to become one of the world’s leading independently owned family offices. In 2020, Stonehage Fleming acquired investment management activities of Cavendish Asset Management. In 2022, they acquired Maitland’s Private Client Services (PCS) business adding new office locations in Monaco, Malta, IOM, Guernsey and Mauritius. And in 2023, they acquired the business and assets of Rootstock Investment Management.
STANHOPE CAPITAL
The second wealth management firm merging with Corient is Stanhope Capital Group. It is one of the world’s largest independent wealth management and advisory firms. Founded in 2004, the group offers a full range of services — wealth management, consulting, merchant banking, and private investments.
In February 2021, Stanhope Capital Group merged with FWM Holdings, owner of Forbes Family Trust, LGL Partners and Optima Asset Management. In 2022, they merged with Arche Associates, a Luxembourg-based wealth management and investment firm, expanding their European footprint. The combined group operates from 8 offices (London, Luxembourg, Geneva, Paris, New York, Philadelphia, Palm Beach and Boston), employs around 160 people, and oversees in excess of US $41 billion in client assets. (Stanhope Capital)
CORIENT
Together, Stonehage Fleming and Stanhope Capital will bring more than US $214 billion in client assets to Corient. This move marks a significant expansion of Corient’s global reach. According to Kurt MacAlpine, CEO of Corient, Corient will become the world’s largest independent advisory firm focused on the holistic needs of ultra-high-net-worth (UHNW) and high-net-worth (HNW) clients, with offices in the United States, Europe, the Middle East, and Africa.
Corient is a Miami-based advisory firm that provides services to ultra-high-net-worth individuals (UHNWI) and multi-generational families. Founded in 2020, it offers highly bespoke, integrated wealth management services, including investment strategies, multi-generational wealth transfers, bill pays, trust services, personal CFO services, lending solutions, wealth forecasts, tax optimizations, cash-flow projections, and private aviation opportunities. Currently, Corient has 260+ partners and 1,300+ employees, managing approximately US $216 billion.
Mr. MacAlpine said: “This combination of three storied firms creates a truly global wealth manager and multi-family office with formidable resources and deep expertise in serving the world’s wealthiest individuals and families. By integrating the strengths of each organization, Corient will be able to deliver seamless, end-to-end service to clients anywhere in the world – in a way that doesn’t exist today…”, aligned under one vision — “global, collaborative and evolving to meet the dynamic needs of sophisticated clients.” (Corient)
The acquisition of Stonehage Fleming and Stanhope Capital is expected to close in the first half of 2026. The deal has been announced, but it is still subject to regulatory approvals and has not yet been finalized. The acquisition is being funded through an equity contribution.
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