J. STERN & CO.
Zurich Office
J.
Stern & Co. (Switzerland) AG, Gartenstrasse 10, 8002
Zurich, Switzerland
+41 44 552 80 70
London Office
J.
Stern & Co. LLP, 4 Carlton Gardens, London SW1Y 5AA, United Kingdom
+44 20 3478 1800
New York Office
J.
Stern & Co. LLC, 45 Rockefeller Plaza, New York, NY 10111, United States
+1 212 219 0200
Minimum amount of investment: USD 5,000,000
J. Stern & Co. is a global independent asset manager focused on delivering long-term capital growth through high-conviction, research-led strategies.
Our mission is to deliver strong long-term returns to our investors, thereby preserving capital and building wealth over time.
We are a privately owned partnership with offices in London, New York, Zurich, and Malta, fully aligned with our clients — including significant capital from the Stern family.
The history of the Stern family and its banks is the result of successful entrepreneurship, continuous innovation and astute investment from 1805 up to today. We pursue a high-conviction, bottom-up investment approach with a focus on quality, sustainability, and long-term capital growth.
J. Stern & Co. LLP is authorized and regulated by the Financial Conduct Authority. J. Stern & Co. LLP and J. Stern & Co., LLC are both registered investment advisers with the Securities and Exchange Commission.Â
J. Stern & Co (Switzerland) AG is licensed by FINMA as a portfolio manager, subject to OSFINcontrol supervision and affiliated with the OFD Association.
J. Stern & Co. Limited is authorized and regulated by the Malta Financial Services Authority.Â
SANDY SOAMES - PARTNER
J.
Stern & Co. LLP, London
I have a broad remit across investment consultants, charities, endowments and family offices. I joined in 2016 following four years at Barclays Private Bank. Previously I spent 25 years as a ‘sell side’ analyst advising institutions in the UK, Europe and North America. I have specialised in global consumer goods and was a Managing Director at JP Morgan Cazenove. I am a qualified investment advisor with the CISI and CII and hold an MSc in Leadership & Strategy from the London Business School.
I would like to schedule a video call.
NICOLE DE ROSSI - MANAGING DIRECTOR
J. Stern & Co. (Switzerland) AG, Zurich
I head the J. Stern & Co (Switzerland) AG since 2023. I have more than 25 years of professional experience in the financial sector in the areas of private banking, asset management, insurance, institutional and property. I started in Diplomatic Service and later moved into management and senior positions within VIG Group, UBS, Credit Suisse, Lombard Odier and HFS. I am fluent in German, Italian, English, Czech and Slovak, and have working knowledge in Russian and Hungarian.
I would like to schedule a video call.