Our Services

Investment Management

Preserve & Grow Wealth

  • Unbiased in-house investment analysis and expertise
  • Investing alongside the Stern family focusing on long-term real returns
  • Bespoke portfolios for each client held in their own account
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Merchant Banking

Participate in selected direct investment opportunities

  •  Invest directly in private and illiquid opportunities

  • Benefit from the Stern family‚Äôs global network and experience
  • Project sourcing, analysis and management

Private Office

Understand & Plan Wealth

  • Consolidate, analyse and reporting of all assets
  • Plan, advise and monitor complex family wealth
  • Optimise and manage families' multiple custodian organisation