Terms and Key Information
© J. Stern & Co. 2019
Alex is an investment specialist and client adviser at J. Stern & Co.
Alex works with our clients to define and achieve their investment objectives with particular focus on active equities, fixed income and illiquid investments.
Prior to joining J. Stern & Co., Alex spent 14 years as a Client Portfolio Manager at JPMorgan and two years as a Senior Relationship Manager at Sarasin & Partners. His expertise lies in Global Equities and multi-asset investing having been responsible for managing the portfolios of a number of institutional clients in Europe, the Middle East and Asia.
Alex holds a Bachelor of Science degree from Newcastle University and the Investment Management Certificate (IMC).
Horst is a Senior Adviser of J. Stern & Co.
Building on his experience as a serial entrepreneur in the IT and logistics industries he is responsible for working with a network of European clients and experts to the various business objectives of the Firm.
Horst has a practical experience of over 35 years of building, running and growing companies based on a reliable and proven value approach for customers, employees and investors. He has accomplished two exits from two global IT service consultancies he built from the ground on and various successful exits from private investments as well as start-up companies in various stages. In addition, he draws on a long-standing track record of his public traded equity investments and provides valuable funding and financing experience form an owners perspective.
A German national, Horst speaks English, German, French and Russian and he holds a Diplom-Kaufmann (MBA) from the University of Hamburg and has majored in International Management and Portfolio Theory.
Rhia is an Operations and Compliance Analyst at J. Stern & Co.
Prior to joining the Firm, Rhia worked at Savills as an AML analyst, focusing particularly on trusts and offshore corporate structures. Rhia has also worked at the Engineering Physical Sciences Research Council, the UK’s largest funder of academic research in the Engineering and Physical Sciences.
A British citizen, Rhia has an MRes in Chemistry from Imperial College London and a BSc in Chemistry from the University of Bath.
Thomas is a Senior Adviser of J. Stern & Co.
A banker by background, Thomas joined the trust industry in 1980. He served as a director and head of Rothschild Trust Company in Zurich for 13 years and for 12 years as a director and head of the HSBC Private Bank Trust Company in Zurich. From 2005 till the end of June 2018 he was an executive director and head of marketing and business development of Paicolex Trust Management AG, Küsnacht, Switzerland, a company wholly owned by the international law firm Bryan Cave Leighton Paisner LLP. Throughout his career, Thomas served as a director of trust companies in Switzerland, the Channel Islands, the Isle of Man, the Caribbean and Cyprus. He is a former Deputy-Chairman of the Swiss Association of Trust Companies (SATC).
Thomas is a member of the Advisory Board of the SATC as well as a member of STEP.
The Star Investment Fund (the “Fund”).
The Fund is a Luxembourg reserved alternative investment fund (fonds d’investissement alternatif réservé) organised as an investment company with variable capital (société d’investissement à capital variable) and formed as a public limited company (société anonyme) in accordance with the law of 23 July 2016 on Reserved Alternative Investment Funds (“RAIF”). The Company is an Alternative Investment Fund within the meaning of Article 1 of the Law of 12 July 2013 on alternative investment fund managers. The Fund’s alternative investment fund manager is MDO Management Company S.A (the “AIFM”). The AIFM is authorised and regulated by the Commission de Surveillance du Secteur Financier.
Shares in the Fund are not available to be marketed to the general public and for the avoidance of doubt excludes retail This section of the website is only directed at investors that are Well-Informed Investors within the meaning of Article 2 of the RAIF, i.e. any professional investor (as defined in the AIFM Directive 2011/61/EU). In addition, if you are in the United Kingdom, the Fund is only being promoted to investors who fall within COBS 4.12 of the FCA Handbook (as may be amended from time to time). By accessing this part of the website you confirm that you are such an investor. If you are unsure of your categorisation, you should seek professional advice.
The Fund is not registered nor does it intend to register under the US Investment Company Act 1940, nor has its shares been registered under the US Securities Act 1933 and may therefore not be offered, sold, transferred or delivered directly or indirectly in the United States or to, or for the account or benefit of or directed to persons who are residents or citizens of the United States (including persons who are “US Persons” under US federal income tax or securities laws) or who are located in any country, state or jurisdiction where the Fund is not authorised for distribution or in which the dissemination of information regarding the Fund on the internet is not permitted.
You understand that it is your responsibility as the investor, or your advisor, to ensure that the offering and sale of Fund shares complies with the relevant national and/or local law. You should inform yourself as to the applicable legal requirements, exchange control regulations and taxes in the countries of citizenship, residence or domicile. If you are in doubt about the suitability of this Fund you should seek advice from your investment advisor.
You understand that the information on this website does not constitute an offer or solicitation to subscribe for or acquire any shares in the Fund in any jurisdiction, nor does this information constitute as advice, a recommendation or an expression of our view as to whether a particular security or financial instrument is suitable for any investor accessing the website or meets their financial or any other objectives.
The value of the shares of the Fund may fall as well as rise and an investor may not get back the amount initially invested in the Fund. Any income that is derived from the investment contemplated herein may fluctuate. If you are considering investing in this Fund, make sure you read all the available information on this website and related Fund documentation for specific risks, ensuring you understand and accept the risk that you may lose some or all of your investments. If you are in any doubt, please speak to your investment advisor to ensure you fully understand the nature of the investment and the risks involved. You may not have access to the Financial Ombudsman Service and Financial Services Compensation Scheme if you have a complaint and should speak to your advisor if you are concerned.
By continuing to the J. Stern & Co. website, you confirm that you have read and understood the above and agreed to the J. Stern & Co.
By continuing to the J. Stern & Co. website, you confirm that you have read and understood our
Please note that depending on your country and/or investor type, some information may not be available for you to view on our website.
In order to access this section of the website, you must confirm: (i) your understanding that this website contains information about unregulated AIFs which may not be available to investors in your jurisdiction; (ii) that you are not a retail investor, but are a Well - Informed investor within the meaning of Article 2 of the RAIF Law and (iii) that you are based in one of the following jurisdictions, United Kingdom, Germany, France, Luxembourg or Switzerland
The World Stars Global Equity Fund (the “Fund”) is a company organised as a société d’investissement à capital variable and is registered under Part I of the 2010 Act relating to undertakings for collective investment. The Fund is regulated by the Commission de Surveillance du Secteur Financier and registered under the number B 161924.
Investing in the Fund involves risk, including without limitation risk of total investment loss and other risks noted in the Fund’s Prospectus and applicable KIID document(s). Investors should be aware that past performance is no guarantee of future performance and returns.
Applications to invest in the Fund referred to on this website, should be based solely upon the information contained in the Prospectus and applicable KIID document(s). By accepting the terms of this website, you acknowledge that you will have read the relevant documentation prior to investing, as well as consulted with your advisors before making a decision. You should inform yourself as to the applicable legal requirements, exchange control regulations and taxes in the countries of citizenship, residence or domicile. To the extent the language of this disclaimer may be inconsistent with the language of the Fund’s prospectus or KIID, the language of the Fund’s prospectus shall supersede this disclaimer.
You understand that the information on this website does not constitute an offer or solicitation to subscribe for or acquire any shares in the Fund in any jurisdiction, nor does this information constitute as advice, a recommendation or an expression of our view as to whether any particular investment is suitable for any investor accessing the website or meets your financial or any other objectives. The value of the shares may fall as well as rise and an investor may not get back the amount initially invested in the Fund. Any income that is derived from the investment contemplated herein may fluctuate. If you are considering investing in this Fund, make sure you read all the available information on this website and related Fund documentation for specific risks, ensuring you understand and accept the risk that you may lose some or all of your investments. If you are in any doubt, please speak to your investment advisor to ensure you fully understand the nature of the investment and the risks involved. You may not have access to the Financial Ombudsman Service and Financial Services Compensation Scheme if you have a complaint and should speak to your advisor if you are concerned.
Please note that depending on your region, some information may not be available for you to view on our website.
By ticking the box you confirm that you are a resident of the United Kingdom, Germany, France, Luxembourg or Switzerland.
Elizabeth is a Member of the Board of the Big Lottery Fund, a Non-Executive Director of VPC Specialty Lending Investments PLC, and a former Member of Court of The University of Greenwich. She is Chairman of the Board of the Wye & Usk Foundation, Vice President & Member of Council of The Zoological Society of London, and Programme Committee member of WWF-UK. She is also a Senior Adviser to J Stern & Company Private Bank. Elizabeth is a steering Committee member of The 30% Club and Co-Chair of The 30% Club Higher Education Initiative. Elizabeth is a Freeman of the Goldsmiths’ Company. She graduated with a First Class Honours degree from The University of Glasgow.
Zhixin is a senior investment analyst at J. Stern & Co.
Zhixin uses her far-reaching investment experience in Emerging and Developed Markets to help drive our research efforts, identifying and analysing investment opportunities for client’s portfolios.
Prior to joining J Stern & Co., Zhixin was a Portfolio Manager at State Street Global Advisors/Rexiter running Global Emerging Market Equities and Asia ex Japan Equities portfolios, specialising in Greater China equities. She has 16 years equity investment experience of which two at Morgan Stanley managing the European Core portfolio, and eight at Newton Investment Management as a sector analyst specialising in oil and gas, chemicals and pharmaceuticals. Prior to her financial career, Zhixin worked as a scientist in Canada on subjects ranging from development of an artificial heart to advanced materials for batteries, an area in which she has been awarded three US patents.
A British national, Zhixin speaks English and Mandarin. She obtained her BSc (first class honours) and PhD from Imperial College London and her MBA from the University of Ottawa. She is a CFA Charterholder and a member of CFA Society of the UK.
Steve is the Director of Operations at J. Stern & Co.
Having joined the Firm in 2015, Steve leads the operations of the Firm, with particular responsibility for Client Onboarding, middle/back office, risk and IT.
Previously, Steve was the Head of Operations of Halkin Investments, a London-based Multi Family Office. Before that Steve has 30 years of experience in senior operational roles at RIT Capital Partners, finnCap, City Credit Capital, El Oro Investment, Bryan Garnier & Co., Societe Generale and Hambros Bank Ltd.
Sarah is a portfolio manager at the firm. Sarah uses her extensive private client experience to assist our clients define and achieve their investment objectives.
Sarah builds on 10 years of financial services and consulting experience with Accenture and Salomon Smith Barney in London and Chicago. Sarah has vast experience in private client matters, focused on service offering, delivery and performance.
A French national, Sarah speaks French, English, German and Italian. She holds a MSc in Political Philosophy (First Class Honours) from the London School of Economics together with a BA in Philosophy (summa cum laude) and a BA in English (cum laude) from the Université de Paris X.
Sandy is an investment specialist and client advisor at J. Stern & Co.
Sandy works with our clients to define and achieve their investment objectives with particular focus on substantial families and charities.
Having joined the Firm in 2016, he brings over 25 years of investment experience, primarily from advising institutions on the ‘sell side’, and more recently from Barclays Private Bank. In his earlier broking career, he worked at Panmure Gordon and at JP Morgan Cazenove, where he was a Managing Director in pan-European equity research. He specialised in global beverages, food, leisure and consumer products. As well as advising institutions on their investments, he was involved in many IPO’s, secondary capital raisings and corporate transactions.
Prior to joining he worked at Barclays, advising a range of private clients and Family Offices on their investments and wealth structuring.
A British national, he is qualified with the CISI and CII certificates, and completed the Sloan Masters at the London Business School.
Sabina is a Senior Adviser of J. Stern & Co.
As a Senior Adviser she builds on her extensive experience and track record in asset management to work with corporates, entrepreneurs, private individuals, families as well as large Family Offices.
Sabina works for our clients to achieve their individual performance targets and preserve their wealth.
Sabina has over 25 years of investment and management experience as a Managing Director at Morgan Stanley (20 years), Treasurer at JP Morgan and the Family Office of Klaus Jacobs (Jacobs Suchard) and Portfolio Manager at Rothschild Bank.
As a Swiss National, Sabina speaks German, English, French and Italian, also has some understanding of Swedish, Norwegian and Dutch. She holds a MBA (lic.oec.HSG) from the University and Business School of St.Gallen and is a graduate of the JP Morgan MBA program “Global Financial Markets”.
Paul is a Marketing Support analyst J. Stern & Co.’s client team.
Paul joined the Firm in 2018 and supports both the client and investment teams, providing analytical support along with preparing regular marketing collateral and reports.
Before joining J. Stern and Co, Paul has had several roles across finance with the latest at Legal & General Investment Management providing key support to their core book of clients.
A British national, of Ghanaian decent, Paul has a BSc In Financial Economics with Econometrics from the University of Kent. He has passed the CFA Level 4 Investment Management Certificate, is a CFA Charterholder and is a member of the CFA Society UK.
Mohammed is a junior investment analyst in the Credit team at J. Stern & Co, covering emerging market and high yield bonds.
Prior to joining J. Stern & Co., Mohammed worked in investment banking for the Abolon Group in Switzerland, after completing internships at Exane BNP Paribas and the Parker Lloyd Group.
A Danish national, Mohammed speaks English and Danish. He has a BA in Economics and Finance from the University of Bristol.
Katerina is a Partner of the Firm and a senior investment analyst. Katerina is also deputy portfolio manager for the Firm’s World Stars investment strategy.
Katerina draws on her extensive analysis skills to drive our research efforts, meeting with companies, management teams and analysing investment opportunities.
Prior to joining J. Stern & Co. in 2012, Katerina was a Senior Equities Fund Manager at RCM, Allianz Global Investors in London, Frankfurt and Munich, where she led the Firm’s core stock-picking strategies based on a fundamental bottom-up driven approach. She has 12 years of equity investment experience and has previously covered the Global Consumer Discretionary and Staples, Energy as well as the Industrials and Materials sectors.
Katerina is a Greek national and is fluent in English, Greek, German and French. She holds a BSc from the University of Bath and a MSc in International Securities from the University of Reading. Katerina is a CFA Charterholder and member of the CFA Society of the UK.
Jean-Yves is a Partner of J. Stern & Co. and the portfolio manager for the Firm’s multi-asset investment strategy as well as for the Firm’s football financing strategy.
Jean-Yves is an experienced investor working with our global clients to advise them on preserving and investing their wealth over time, taking into account their specific, multi-jurisdictional and often complex requirements.
Jean-Yves draws on 25 years of financial services experience focused on asset management, strategic advisory, equity research and trading with Goldman Sachs, Prudential of America, Nomura, Satellite Asset Management and Millenium Partners. For the four years before joining he was a co-founder and Chief Investment Officer of Halkin Investments, a London based multi-family office.
A French national, Jean-Yves speaks English and French. Jean-Yves has a PhD BD (all but dissertation) in Corporate Tax and Corporate Law from the University of Paris II Pantheon-Sorbonne.
Isabelle is J. Stern & Co.’s Executive Assistant and senior receptionist and has over 10 years’ customer service experience with a background in five star hospitality and corporate front of house in London and abroad.
Isabelle is a French (and Mauritian) national and speaks fluent English and French.
Giles is a Senior Investment Analyst at J. Stern & Co.
Giles leads our investments in the Technology, Internet and parts of the Consumer sector. His deep knowledge, understanding of the industries and rigorous analysis drives our research and delivers value to our client’s portfolios. He is a stock-picker with a fundamental bottom-up driven approach.
Prior to joining J. Stern & Co, Giles was an Investment Analyst at Henderson Global Investors where he specialised for many years in the Technology sector. During his time there, he also worked on the Henderson Global Growth fund with a focus on the Consumer sector.
He has also worked at Credit Suisse and HSBC in their investment banking divisions.
A British National, Giles read Law at the University of Edinburgh (including an exchange year at the Universite Paul Cezanne Aix-Marseille III) where he graduated with an LLB Hons (2:1). He also has an Masters in Intellectual Property Law LLM (Merit) from University College London.
Felicity heads the firm’s efforts in Switzerland and brings her far-reaching private client, family office, and trust-related expertise to the benefit of the firm’s clients.
She draws on over 25 years of top managerial and senior executive experience within key institutions such as Credit Suisse, Pictet & Cie, ABN AMRO and others, dealing with cross-border and regulatory issues.
Felicity is Co-Chair of the new Swiss & Liechtenstein STEP Federation, Chair of the Zurich Centre of STEP, and Vice-Chair of the STEP Verein, Bern. She also acts as an expert to the judges of the STEP Awards and will be joining the Swiss ‘Wealthbriefing’ Awards judging team.
A Swiss and British national, Felicity speaks English and French and has a working knowledge of German. She holds an LLB (Hons) from University College, London, and is a qualified non-practising Barrister. She is a certified TEP (Trusts and Estate Practitioner), and a certified Mediator.
Elizabeth oversees the firm’s client management and marketing efforts drawing on her experience in wealth management and marketing. Elizabeth ensures that we communicate effectively with our clients and is a key member of the firm’s client management team.
Prior to joining J. Stern & Co., Elizabeth worked in business development at Troy Asset Management, an independent fund management company in London. Previously she worked at Ernst & Young in the public relations and marketing teams.
She holds a BA Hons in Ancient History and Archaeology from Newcastle University as well as the Investment Management Certificate (Unit 1).
Ebru is a Senior adviser of J. Stern & Co. and is responsible for managing some of the Firm’s relationships with clients and football clubs.
Ebru began her professional career in New York in Corporate Finance at Morgan Stanley. In 1992, she returned to Turkey as a senior manager at Citibank. In 1999 she joined AIG’s private equity fund as a VP.
AIG PE chose to invest in Galatasaray, a major Istanbul-based football club , of which Ebru has been a life-long fan. Since she was brought on in 2001, she has served as Galatasaray’s General Marketing Manager, the Marketing and Finance Group Head, and the Stadium General Manager. Following the merger of football, stadium, and marketing companies in 2010, Ebru was tasked with leading the merged entity, Galatasaray Sports Club, as the General Manager. She was named Executive of the Year by Stadium Business Awards in 2011.
In 2010, she became the first and, to date, only woman to be elected to the Executive Board of the European Club Association, and she served as the vice chairwoman of ECA’s Institutional Relations Working Group. A year later, she became the first and only female General Secretary of Turkish Football Federation. Ebru is passionate about leadership and gender equality, and, of course, the beautiful game. She is Chair of Women in Football, a network of professional women working in and around the football industry, and received the Making a Difference award by HBS Executive Education in 2018
Devin is an investment analyst within J. Stern & Co.s’ credit team.
Devin joined the Firm in January 2016 and has been working with the investment team, providing analytical support on analysis, reporting and investment risk. He also assists with client acquisitions and marketing.
Prior to joining J. Stern & Co, Devin was a consultant at Bloomberg L.P, where he provided specialist advice regarding equities and portfolio risk and analytics to asset managers, hedge funds and private wealth management firms.
A British and South African national, Devin has a B.Com in Economics and Honours in Financial Management from the University of Stellenbosch in South Africa and is a CFA Charterholder.
Derek is a Partner of J. Stern & Co. and leads the firm’s corporate affairs and communications.
Derek ensures that we communicate effectively with all of our stakeholders and that the firm is abreast of political, regulatory and other developments.
Previously, Derek was a partner, partnership secretary, Director of the Advisory Board, and Director of Corporate Affairs at Stanhope Capital. He is also a co-founder of the New City Initiative.
An accomplished author, Derek has published multiple books and articles in global news outlets.
Catherine is a portfolio manager at J. Stern & Co. managing the Firm’s Emerging Market Bond capability as well as working with key clients of the Firm.
She has been an Emerging Market specialist since 1996 and has experience in Investment Banking on the Sales side covering European fund managers and Private Banks. In 2001, she made the transition to Wealth Management, and has worked for HSCB Group, Barclays Wealth and other investment boutiques, developing Emerging Market strategies for her clients.
Catherine graduated in 1990 from Hautes Etudes Commerciales (HEC) Paris with a Major in Finance.
Alexander is a Senior Relationship Manager at J. Stern & Co.
As an adviser and client relationship manager he builds on his extensive experience in wealth management and proprietary trading, including emerging markets foreign exchange and fixed income strategies, for corporates, entrepreneurs, private individuals and families.
Alexander started his career in 1992 with International Moscow Bank and has over 25 years of investment management experience as an Executive Director at UBS Wealth Management UK, Senior Vice President at Lombard Odier Darier Hentch UK Ltd., First Vice President at Merrill Lynch International Bank as well as a Director at Credit Suisse UK Ltd and Deputy Head of Treasury at ING Moscow.
As a UK/Russian National, Alexander speaks Russian, English, and Chinese and also has some understanding of French.
Alexander holds the equivalent of a MBA (in International Banking and Finance) from the Moscow State Institute of International Relations and had completed the Citibank Asset Management “Investment Management” program.
Abbey is J. Stern & Co.’s office manager and executive assistant.
Abbey builds on 10 years of financial services experience in London. Prior to joining J. Stern & Co., Abbey was the Investor Relations Assistant at Och Ziff Capital Management, a leading global alternative Asset Manager. Abbey has also worked at Nomura and RBS.
She holds a BSC Hons in Zoology from the University of Nottingham.
Tom is a Managing Partner of J. Stern & Co., building on his extensive experience in wealth management and the Law to ensure the professional delivery of our services. Tom helps our clients achieve their objectives by running the firm’s legal, compliance and operations functions.
Tom builds on 20 years of experience in financial services, most recently as a Partner and Chief Operating Officer at Stanhope Capital, a London-based wealth manager. He has extensive experience in private investments, debt financing, derivatives and investment products, including from Morgan Stanley, and has been chairman of a listed investment company. He started his career as a lawyer, working at Freshfields, before setting up and building financial services practice groups at Shearman & Sterling and Dechert.
A British national, Tom speaks English and German. He has an MA from Worcester College, Oxford University and MBA (with distinction) from INSEAD.
Chris is a Managing Partner and Chief Investment Officer of the Firm. Chris is also the portfolio manager of the Firm’s World Stars investment strategy.
Chris delivers long-term investments for the Stern family and for the firm’s clients based on the same principles he has successfully implemented over his investment career. As a Managing Partner, Chris leads the firm’s investment practice to deliver value to our clients.
Chris has 23 years of financial services experience of which 19 years investing in stocks based on a fundamental value approach with Merian Capital, Magnetar, Lansdowne Partners and Perry Capital. Prior to that he was in investment banking with Lazard Frères in New York.
Chris speaks German, English, French and Spanish. He holds a BA from Yale University and a MBA from Harvard Business School. Chris also chairs and is a trustee of the Warburg Charitable Trust.
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Jérôme is a Managing Partner of J. Stern & Co.
As a Managing Partner, he provides overall guidance to the Firm and represents the Stern family’s long-standing investment approach and integrity. Jérôme works with the Firm’s clients to define their investment objectives as well as how we can help them achieve those objectives over the long-term.
Jérôme draws on 23 years of investment banking and financial services experience with Nomura, Lehman Brothers, Credit Suisse and Salomon Brothers in London, Zurich and New York. He has long-standing experience focused on family offices, wealth management and asset management.
A Swiss and French national, Jérôme speaks French, English, German and Italian. He holds a Lic Oec HSG from the University of St. Gallen, a CEMS degree in International Management and an MBA from the University of Chicago’s Graduate School of Business. Jérôme is also a trustee and Chair of the Development Committee of the Strawberry Hill Trust.