Bespoke Global Equity Portfolios

The Stern family and many of our clients prefer to hold their investments in separate accounts at custodians of their choice, which offers a number of benefits:

  1. Direct ownership of assets
  2. Ability to bespoke portfolios to reflect clients preferences and requirements
  3. Complete transparency and immediate liquidity
  4. Respect of existing relationships, structures, providers and practices
  5. Significant simplification and reduction of corporate governance and other risks

We have relationships and accounts with more than 25 recognized custodians, including leading private banks and major institutional custodians.

Our portfolio management systems and operational resources allow us to implement accounts at most custodians and to provide detailed monthly investment reports in addition to reporting provided by custodians.

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