This page is best printed in landscape format. Please ensure that the 'Print Background' option is selected from Tools > Internet Options > Advanced.
Flemings Family & Partners
A tradition of innovation
 
 
Business Heads Biographies


David Fletcher, Head of Advisory

David read classics at Oxford University and then qualified as a chartered accountant in 1979. He joined Baring Brothers Corporate Finance in London in 1982, being seconded to Hong Kong (1983-1987), and Tokyo (1990-1992). In 1994 he joined Robert Fleming in London, becoming a director in 1996. Following the sale of Flemings in 2000 he became a Managing Director in the financial institutions group of JP Morgan Chase. He joined Fleming Family & Partners in October 2002..

 

Back



Richard Fitzalan Howard, Head of Asset Management - London

After completing his degree at Oxford, Richard joined Robert Fleming Holdings in 1975 where he gained 25 year's experience as an investment analyst and fund manager. He was based in Fleming's New York office from 1979-1982 and again from 1987-1990, when he was President of Fleming Capital Management and responsible for setting up Fleming's US fund management business. He returned to London in 1990 and implemented asset allocation for UK Pension Funds over a five year period. In 1995 he was appointed to head up the Endowments and Charities division. Richard joined Fleming Family & Partners in 2000.

 

Back



Rolf Steimer, Head of Asset Management - Switzerland

Rolf Steimer joined FF&P Switzerland as Managing Director in 2003 and prior to that had 15 years experience with Schroders as Investment-Analyst, Fund Manager and CIO Private Banking. After graduating as Economist SEBA (School of Economics and Business Administration) he joined Schroders in 1988 as a Research Analyst and Fund Manager of the North American Fund. Rolf was a Member of the Board of Trustees for the Pension Fund of J. Henry Schroder Bank AG from 1992 until 2002 and was an Executive Member of Schroder & Co Banque SA in Geneva from 2000 until 2002. He was heading as Chairman the Private Client Investment Strategy Switzerland from 1996 until 2002. Rolf also gave various interviews on Bloomberg TV representing Schroders.

 

Back



Penny Lovell, Group Head of Business Development

Penny joined Fleming Family and Partners in 2001. She is currently their Group Head of Business Development. Penny graduated in Modern Languages from the Sorbonne and Manchester University. Prior to joining FF&P, she worked at Coutts providing investment and overall financial planning advice to the Trustee department and their clients. Her role developed to become Manager of the Sports and Entertainment client team. Penny is a Trustee of the Trinity Hospice, a Trustee of Prince's Foundation for Children and the Arts, and a member of the UK Advisory Board for Room to Read.

 

Back



Julian Rogers-Coltman, CEO Fleming Capital Management (FCM)

Julian spent 21 years at GNI Limited, from 2001 to 2003 as Chief Executive Officer. In that time GNI grew from a small joint venture to a company employing 450 staff, with a turnover of £100 million. He spent 15 years building GNI's financial futures brokerage business, and in 1998 was responsible for adapting the CFD product from a niche statistical arbitrage product to a synthetic prime brokerage product for hedge funds. As CEO, Julian was responsible for managing the sale of GNI to Man Group PLC in November 2002. He is responsible for all business activities at FCM, including risk management, daily operations and business development.

 

Back



Geoff Richards, Chairman - Family Office and Trustee Services
Zurich, Liechtenstein and Singapore


After leaving Cazenove in 1973, Geoff joined the Fleming Group, being appointed to a series of management roles. For the last 15 years he has been responsible for the stewardship and growth of the Fleming family's financial interests and was appointed head of the Trust Services business of FF&P on its establishment. Geoff acts as advisor and trustee to many international families and their philanthropic institutions.

The Investment Management business in Zurich was opened in 2000, the Family Office and Trustee Services business in Liechtenstein in 2004 and the Singapore ofice in 2007 and are all chaired by Geoff.

 

Back



Henry Sallitt, Private Equity

Henry joined FF&P Private Equity in September 2007. Before this he was a Director of Quester, one of the largest technology investors in the UK. This followed eight years at AFA Systems plc, a company which he co-founded as a venture capitalist in 1995. He joined AFA Systems full-time as CFO/COO in 1996 immediately prior to its IPO. From its foundation, Henry was part of a small team that drove the development of the group, both organically and by acquisition, into a significant supplier of application software to the wholesale banking and investment management industries with over 120 customers in more than twenty countries worldwide. This period included some of the most favourable trading conditions for financial software companies, but also some of the most challenging. His experience reflects the diversity of issues that these two states created. AFA was sold to Microgen plc in September 2004.

Prior to AFA Systems, Henry spent six years investing in early stage technology companies with Top Technology Limited, managers of the Hambros Advanced Technology Trust family of funds, which is now part of IP Group plc. He qualified as a chartered accountant with Price Waterhouse and has a Mechanical Engineering degree from Bristol University

 

Back



David Barbour, Private Equity

David joined FF&P in January 2003 and became a Director of FF&P Private Equity in November 2004. He was closely involved in the July 2004 investment by FF&P into Resolution Life Group, a £415m equity transaction which resulted in an exit in September 2005 through a merger with Britannic plc. He joined the FF&P Private Equity team as a full time executive in December 2005.

Prior to joining FF&P he was a senior vice president in the JP Morgan Chase Investment Banking division, having been a director of the Investment Banking division of Robert Fleming until 2000.

David joined Robert Fleming in 1995 after spending a year with UK cable company NTL. He qualified as a solicitor with Ashurst Morris Crisp and he is a graduate in Economics & Politics from Bristol University. 

 

Back



Jonathan Collins, Head of Trust Services - UK

Before joining FF&P, Jonathan held senior financial planning positions with Guinness Mahon, Flemings from 1993-1995 and Duncan Lawrie Private Bank. He joined FF&P from EFG Private Bank where he was head of its Private Clients division and with whom he remains a non-executive director of one of its operating companies. He had acted as an adviser to RF Trustee Co. Limited for the past ten years on a range of financial planning issues before taking up his appointment in April 2003. Jonathan joined the management board and the board of FF&P Trust Services Ltd in 2004.

 

Back



Peter Pexton, Operations Director Liechtenstein

An honours graduate in metallurgy from Leeds University and a Fellow of the Institute of Chartered Accountants, Peter is an active member of the Society of Trust and Estate Practitioners. As founder chairman of the Jersey Branch in 1993, he now serves on many of the international committees of the Society. He practised as a partner in the Jersey firm of Ernst and Young until its acquisition in 2000 by Royal Bank of Canada and then as a director of Royal Bank of Canada Trustees Limited. Peter specialises in offshore trusts, estates and tax planning and joined FF and P Liechtenstein in 2005.

 

Back



Lucy Sutro, Managing Director Asia

Lucy joined Fleming Private Asset Management, the private client division of Flemings, in 1989. She spent eight years there as a fund manager with responsibility for the Fleming family's portfolios before moving to run the Private Banking department. She joined Fleming Family & Partners in August 2000. Lucy is now Managing Director of FF&P (Asia) Ltd based in Hong Kong.

 

Back



Denis Sukhanov, Head of Office in Russia

Denis qualified as a lawyer from the Moscow University of International Relations. He also studied at the Paris Institute of Political Studies ('Science-Po') and the Russian School of Civil Law. Denis started his career in international law with Gide, Loyrette, Nouel and Clifford Chance where he focused on M&A and financial and securities legislation.

In 1997 Denis joined UCB, a Russo-Anglo-Swiss financial boutique (the third largest brokerage house in Russia with corporate finance services and a banking licence) as General Counsel where he was involved in all areas of Group activities and also played an important role in preparing the Group for a cross-border takeover. Further to the acquisition of UCB by Robert Fleming & Co., Denis combined his legal work with corporate finance and general management activities. After the sale of Robert Fleming & Co. to Chase Manhattan and the establishment of FF&P, Denis set up and runs the Russian office of FF&P.

 

Back

 
 

 

Terms of use | Site map | Print instructions
Copyright © 2005 Fleming Family & Partners™. All rights reserved.
All company brand and product names are trademarks or registered trademarks of their respective companies.