UK SEC-REGISTERED WEALTH AND INVESTMENT MANAGER SERVING US CLIENTS

SANDY SOAMES - NICOLE DE ROSSI

J. STERN & CO.

London Office

J. Stern & Co. LLP, 4 Carlton Gardens, London SW1Y 5AA, United Kingdom
+44 20 3478 1800

Zurich Office

J. Stern & Co (Switzerland) AG, Gartenstrasse 10, 8002 Zurich, Switzerland
+41 44 552 80 70

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.

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.

jsternco.com

J. Stern & Co. LLP, London - SEC registration | ADV Part 2 Brochure | ADV Part 3 Client Relationship Summary

J. Stern & Co. LLC, New York - SEC registration | ADV Part 2 Brochure | ADV Part 3 Client Relationship Summary

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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.

ssoames@jsternco.com

+44 20 3478 1811

J. Stern & Co. LLP is a registered investment adviser with the Securities and Exchange Commission in the United States.

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Name

E-mail

Telephone, best time to call, time zone

I would like to schedule a video call

Yes

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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.

nderossi@jsternco.ch

+41 44 552 80 77

SEC-registration is held by Stern & Co. LLP, London.

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