Link to original article: Success Strategies – Family Office Private Capital Investments in 2024 – FOM Spring 2024
STONEHAGE FLEMING FAMILY OFFICE HIRES TOP EXECUTIVE ISABEL VILLALBA SCHMID
Stonehage Fleming, recognised as one of the premier international multi-family offices, announced the significant appointment of Isabel Villalba Schmid as the new Trustee Director based in Neuchâtel, Switzerland. This appointment underscores Stonehage Fleming’s commitment to strengthening its fiduciary services and expanding its global footprint. Isabel Villalba Schmid brings a wealth of experience to Stonehage Fleming, having previously excelled as Vice President – Wealth Planner at ACE Trustees SA. Her career in wealth management also includes her tenure as Head of Client Operations (Switzerland) at Geneva Management Group and Senior Trust Manager at Rothschild & Co. Furthermore, Isabel has garnered substantial expertise through her positions at Cititrust and Ferrier Lullin & Cie, making her uniquely qualified to contribute to Stonehage Fleming’s success. In her new role, Isabel will take on critical management and leadership responsibilities for trusts and companies managed by the Switzerland office. Additionally, her remit includes identifying and developing new business opportunities, thereby contributing to the Group’s growth and expansion strategies. Based in Neuchatel, Isabel will report directly to Philippe de Salis, Head of Fiduciary Switzerland, and her appointment takes effect immediately, signalling a new chapter of leadership and innovation for the Group. Philippe de Salis expressed his enthusiasm for Isabel’s joining: “We are thrilled to welcome Isabel to our distinguished Fiduciary team in Switzerland. Her deeprooted experience in wealth management and planning is a tremendous asset to our team as we continue to assist families with their intergenerational succession planning. Isabel’s appointment reaffirms our dedication to serving as the trusted independent adviser to the world’s most affluent families and wealth creators. We eagerly anticipate her contributions to our team and the innovative solutions we will forge together.” Echoing this sentiment, Isabel said about her new role, “Joining Stonehage Fleming is a remarkable opportunity. I am genuinely excited to contribute to a team that boasts such an extensive array of expertise and global capabilities. I am keen to collaborate with my colleagues in Switzerland and wider Group divisions to enhance further Stonehage Fleming’s comprehensive suite of cross-jurisdictional fiduciary services. Together, we aim to continue delivering exceptional service and tailored solutions that meet the evolving needs of our distinguished clientele.
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