Case Study: Stonehage Fleming achieves a secure, personalized OneStop Client Hub for streamlined generational wealth management with Moxo

EMEA’s largest family office manages billions in generational wealth through their OneStop Client Hub

Stonehage Fleming, the largest family office in EMEA managing over $45 billion in assets, needed a secure, personalized digital channel to engage multi-generational clients and streamline operations across 11 international offices. To meet that challenge they launched the Stonehage Fleming Connect OneStop Client App powered by Moxo, giving clients a dedicated portal for communication and service.

Moxo delivered an integrated collaboration platform that provides persistent connections, just-in-time service, secure transactions, and tools to manage offices and staff. The Stonehage Fleming Connect app has fast-tracked business procedures and markedly improved convenience and efficiency for both clients and advisors, enabling a high level of personalization while maintaining strong security controls.

Stonehage Fleming