Stonehage Fleming Dealing And Treasury Services (Jersey) Limited
$5.3B reported client assets across 1 advisory firms in FY2026 annual amendments
Reported client assets over time
$2.9B
$5.3B
2022
2026
Same-firm comparison: 1 firms that reported Stonehage Fleming Dealing And Treasury Services (Jersey) Limited in both FY2025 and FY2026 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Stonehage Fleming Investment Management Limited | $5.3B | $23.8B | 22.0% | 06/29/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.