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De Charles Logo

Impacting Wealth

J.H. Flemmings is a wealth management firm made up of an exclusive membership of professionals, artisans and entrepreneurs for whom wealth is the measure of a person’s capacity to impact.

The Group aims to become the trusted financial partner to a body of current and future industry leaders, who are passionate about affecting the lives of others in their immediate vicinity and further afield.

Seeking to propagate a new philosophy in the centuries-old practice of wealth management, De Charles worked with Flemmings to formulate its distinct narrative and develop platforms to bring significant operational efficiencies to its advisors.

Having years of experience at the industry’s highest levels, Flemming’s founders saw first-hand the value financial advisory could offer those with ambitious agendas. However, holding strong philosophies not normally associated with financial services, they created a fundamentally different firm that defined wealth as the measure of a person’s capacity to impact the lives of others.

The founders’ therefore sought to articulate their firm honestly leading with the company philosophy, and build a practice that could marry ambitious financial targets with a supremely client-focused approach, run by a relatively small force of advisors who all personally embraced the company’s thinking.

De Charles worked with the Flemmings team to develop the company’s distinct narrative and purpose, by exploring where the founders’ thinking and attitudes intercepted with that of their ideal target clients. In this way, De Charles helped the team identify the need for and build its foundation arm.

Moving forward, De Charles will continue to shape Flemming’s foundation for its team and clients, and advise on its activities using its expertise in frontier market technology sectors and building ventures that marry profit and impact. Additionally, De Charles will work closely with Flemming’s team to identify and build systems and products capable of bringing significant efficiencies to its foundation’s operations, to enable their boutique team focus more attention on understanding, serving and delivering for their clients.

J.H. Flemmings is a wealth management firm made up of an exclusive membership of professionals, artisans and entrepreneurs for whom wealth is the measure of a person’s capacity to impact.

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