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DirectoryFinance & InsuranceExternal Asset ManagementZurichJ. Stern & Co (Switzerland) AG
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J. Stern & Co (Switzerland) AG

Summary

About the company

The core activity of J. Stern & Co. is wealth management and advisory services for high net worth individuals, families and institutions. The company offers a broad range of services, including: Investment Management, Private Office Services, Direct Lending, Merchant Banking, and Charities & Endowments. The company focuses on managing wealth and generating returns for its clients, with a strong emphasis on long-term relationships and adherence to strict ethical standards.

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Products & services

Industry:External Asset Management
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Funds & Investment Companies
Private Equity & Venture Capital
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Asset management
Actively managed investment strategies for long-term capital growth, with in-house fundamental research, portfolio selection and ongoing support via mandates, funds or separately managed accounts.
Equity strategies
Actively managed global and US equity strategies with concentrated portfolios, quality focus, high conviction and a long-term investment horizon.
Multi-asset strategy
Multi-asset portfolio with global equities, fixed-income investments and, where needed, selected alternative funds, aiming for total return, lower volatility and capital preservation.
Bond strategies
Actively managed corporate and emerging-market debt strategies with a bottom-up approach, currency and duration management, and a focus on risk control and total return.
Mandates and funds for institutional and private investors
Separately managed accounts, UCITS funds or Delaware LPs, depending on investor profile, jurisdiction and preference, with direct access to the investment team and regular reporting.

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Location

Gartenstrasse 10
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-241.383.231
Founded
2014 · 12 years
Last commercial register change
July 10, 2026
Employees
21 to 50

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