Our Partnership

Our partnership is a private investment office, building on the Stern family‚Äôs 200-year old banking heritage.

The Firm looks after bespoke global portfolios on behalf of selected families, private clients, trusts and charities.

Since 1805, the Stern family has successfully been preserving and generating family wealth based on in-house investment expertise with a long-term investment horizon.

Representing the sixth generation, we pride ourselves on the quality of our investment process and proprietary analysis. 

We partner closely with clients to understand and plan their wealth, providing a bespoke offering, tailoring portfolios to specific client requirements.

Clarity, transparency and discretion are at the core of everything we do.