J Stern & Co

Tom Price has more than 20 years of experience in financial services, most recently serving as Partner and Chief Operating Officer at Stanhope Capital, a London-based wealth manager. His background spans private investments, debt financing, derivatives and investment products, including time at Morgan Stanley, and he has served as chairman of a listed investment company. He began his career as a lawyer at Freshfields and later established financial services practice groups at Shearman & Sterling and Dechert; he holds an MA from Worcester College, Oxford, and an MBA with distinction from INSEAD.

Jean-Yves Chereau has 37 years of financial services experience across asset management, strategic advisory, equity research and trading, including roles at Goldman Sachs, Prudential of America, Nomura, Satellite Asset Management and Millenium Partners. Before joining J Stern & Co, he co-founded and served as Chief Investment Officer of Halkin Investments, a London-based multi-family office. A French national who speaks English and French, he pursued a PhD (ABD) in Corporate Tax and Corporate Law at the University of Paris II Pantheon-Sorbonne.

Katerina Kosmopoulou, CFA, is a Partner at J. Stern & Co. and a member of the Board of Directors at CFA UK. Over a career spanning approximately 20 years across multiple countries, she has focused on identifying companies with competitive advantages or disruptive business models, and over the past seven years contributed to building an investment boutique.

Sandy Soames is a partner in the client services and marketing team at J Stern & Co, working across investment consultants, charities, endowments and family offices. He joined in 2016 after four years at Barclays Private Bank, and previously spent 25 years as a sell-side analyst covering global consumer goods, including a role as Managing Director at JP Morgan Cazenove. He is a qualified investment advisor with the CISI and CII and holds an MSc in Leadership & Strategy from London Business School.

Stephen Cubitt joined J Stern & Co in 2015 and leads the firm's operations, with responsibility for client onboarding, middle/back office functions, risk, and IT. He previously served as Head of Operations at Halkin Investments, a London-based multi family office, and has held senior operational roles at firms including RIT Capital Partners, finnCap, City Credit Capital, El Oro Investment, Bryan Garnier & Co., Societe Generale, and Hambros Bank Ltd.

Zhixin Shu, CFA, is an Investment Professional at J. Stern & Co. Shu has experience analyzing and investing in global, European, Asian, and global emerging market equities. Shu co-managed Asia ex-Japan and global emerging market equity portfolios with peak assets under management of $10 billion, and a European equities portfolio with assets under management of $1–2 billion.

Christian Picot joined J. Stern & Co. in 2023, having previously served on the management committee of Stewart Asset Management, a long-only equity manager. From 2004 to 2018 he was a portfolio manager at alternative fund managers Alexandra and Odyssey, and earlier held global management roles in the investment banking divisions of Credit Lyonnais and Paribas. He holds an MBA from NYU Stern and a degree in Agricultural Economics from Purdue University.

Abbey Allen has 18 years of financial services experience in London. Before joining J. Stern & Co., she was an Investor Relations Assistant at Och Ziff Capital Management, and previously worked at Nomura and RBS. She holds a BSc (Hons) in Zoology from the University of Nottingham.

Andreas Krebs began his career with a banking apprenticeship at Deutsche Bank Group and studied business administration and communication science at the University of Saarbrücken and Ludwig Maximilian University Munich, later completing an MBA at Henley Business School. Since 1998 he has worked in investment management, including roles at Dresdner Asset Management, Commerzbank Asset Management, and Commerzbank Europe (Ireland) in Dublin, and from 2008 to 2025 served as Partner and Managing Director at Mandarine Gestion in Paris and Frankfurt.

Carlos Laorden Lopez joined J Stern & Co in 2022 as an Operations Associate and works within the operations department, supporting middle- and back-office functions and leading development of an internal automation platform. He serves as the primary point of contact for the firm's Portfolio Management System and contributes to the firm's implementation of the Global Investment Performance Standards. A Spanish national, he holds an MSc in International Business from Pompeu Fabra University and a BSc in Economics from the Public University of Navarre.

Charlotte Lacey has close to ten years of experience in financial services, having worked as an authorised trader and operations specialist. Her work covers trade execution and settlement, corporate actions, risk management, and regulatory compliance, supporting the firm's operations.

Conny Koller is Head of Operations, Risk & Compliance at J. Stern & Co (Switzerland) AG in Zurich, with over 15 years of experience at international law firms in Zurich. Before joining the firm, she worked as a paralegal at a boutique law firm/family office handling US tax cases and foreign trust structures, and previously worked at Baker McKenzie Zurich. She holds a Certificate of Advanced Paralegal Studies from ZHAW School of Management and Law and is fluent in German, English and French.

Elena Marchenko is an investment management professional who has worked in London since 2004, with over 20 years in financial services at firms including JP Morgan, Merrill Lynch, and Morgan Stanley. In the past decade she has focused on advisory multi-asset portfolio management for ultra high net worth clients and single family offices at Coutts and UBS. She holds an MBA from INSEAD and a Masters in Finance (DEA) from the University of Paris I Pantheon-Sorbonne, and is a Chartered Fellow of the CISI.

Elise Dickinson works with institutional and high-net-worth clients at J Stern & Co, and leads the firm's junior client and marketing team. She previously worked in the charity sector and holds a BA in Politics and International Relations from Royal Holloway, University of London.

Elizabeth Jackson is a Senior Director on the Client team at J. Stern & Co, where she has worked since 2014, focusing on Private Clients and Intermediaries across the UK and Europe. She previously worked at Troy Asset Management. She holds a BA from Newcastle University.

Felicity Keller is a Senior Adviser at J Stern & Co, serving as a Holding Board Director and Non-Executive Director for several of the Group's companies. She has more than 30 years of managerial and executive experience at institutions including Credit Suisse Private Banking, Pictet & Cie, and ABN AMRO, focused on cross-border and regulatory matters as well as private client, family office, and trust work. She holds an LLB (Hons) from University College London, is a qualified non-practising Barrister, and is a certified Trusts and Estate Practitioner and Mediator.

Felicity Telford has around 20 years of experience across the financial services, sovereign wealth, and private family office sectors. Before joining J. Stern & Co., she worked as an executive assistant at Lazard Asset Management and held roles at MUFG Securities, ADIA, and Bank of America Merrill Lynch across the UK, UAE, and Australia.

Freya Herbert joined J Stern & Co in September 2025 as part of the Operations and Compliance Team, where she supports middle/back-office processes and helps run the compliance programme. She earned a Bachelor of Laws from the University of Exeter.

Gloria Schreck previously worked at Stewart Asset Management, where she coordinated client account operations alongside analysts, portfolio managers, and senior management. Before joining SAM in 2020, she spent a decade managing middle and back office functions at OIM Capital and supporting compliance work. She started her finance career in 2000 as a trading assistant at Alexandra Investment Management, OIM's predecessor firm, and holds a B.S. in Health Science from SUNY Cortland.

Harvey Graham joined J. Stern & Co. in June 2024, working with the investment team on ESG and equity analysis, reporting, and engagement. He holds an MA in History and Politics from the University of Edinburgh, where he co-directed the student-led impact investment fund, and is studying for his CFA exams.

Hugo de Blocq van Kuffeler is a Director on the Client Team at J. Stern & Co, focusing on capital raising and distribution for institutional clients across the UK and Europe. He has 30 years of experience in investment management and joined the firm in 2023 from Tyndall Investment Management. He holds a BA in Philosophy from Southampton University.

Kirn Bhudiya leads the compliance function for J. Stern & Co.'s entities in London, the United States, and Malta, as well as for Star Fund Managers LLP. Her work spans AML/KYC onboarding, regulatory reporting, investment restriction monitoring, policy development, and portfolio guideline oversight. She previously held senior compliance roles at wealth and asset management firms in London and worked at the Financial Conduct Authority's Authorisations Division, and she holds a BA (Hons) in Business with Economics from the University of Greenwich.

Neil Fell is a Senior Adviser at J Stern & Co, where he supports the firm's HR needs. He has more than 30 years of HR experience across financial services, luxury and high street retail, property services and development, IT, logistics, and airline contact centres, focusing on building HR infrastructure and developing key talent to support organisational growth. He holds a Postgraduate Diploma in Personnel Management from South Bank University and is a chartered member of the Chartered Institute of Personnel and Development.

Nicole De Rossi has led J. Stern & Co (Switzerland) AG since 2023 and has over 25 years of experience in the financial sector, spanning private banking, asset management, insurance, institutional and property. She began her career in the Diplomatic Service before holding management and senior roles at VIG Group, UBS, Credit Suisse, Lombard Odier and HFS. She holds a master's degree from the Faculty of Philosophy at the University of Vienna and speaks several languages including German, Italian, English, Czech and Slovak.

Paul Schell joined J. Stern & Co. in June 2025, where he handles credit analysis, reporting, and investment risk research, and contributes to the firm's football financing strategy. He previously worked in venture capital in Europe. He holds a BSc in Business Management from King's College London (AKC) and is a Swiss, French, and American national, bilingual in French and English.

Rian Cook joined J. Stern & Co in January 2022, working within the investment team to support the integration of the firm's ESG Investment Framework. Before this, he interned at Planet Tracker, a non-profit think tank focused on sustainable finance. A British national, he holds a BSc (Hons) in Environmental Resource Management and an MSc in Carbon Finance from the University of Edinburgh.

Sarah de Goldschmidt is a portfolio manager at J Stern & Co who works with private clients on defining and meeting their investment objectives. She previously spent about 10 years in financial services and consulting at Accenture and Salomon Smith Barney in London and Chicago. A French national who speaks French, English, German and Italian, she holds an MSc in Political Philosophy from the London School of Economics and BAs in Philosophy and English from the Université de Paris X.

Sophia Polak has more than 20 years of banking experience. Before joining J Stern & Co, she worked at FIMBank plc in Malta, where she managed relationships and operations for structured and commodity finance clients across Europe and the MENA region and oversaw the bank's syndicated loans portfolio, also developing knowledge of fund structures. A Bulgarian citizen, she holds a Master's degree in International Business Relations from the University of Economics, Bulgaria, and is fluent in Bulgarian, English, and French with working knowledge of Russian.

Steven Butler is a Senior Director at J. Stern & Co., where he handles business development and client service in North America. He has more than 30 years of experience working with institutional investors, having held sales, consultant relations, and client service roles at First Eagle Investments, Aravt Global, Artisan Partners, and AllianceBernstein, and began his career at Sanford C. Bernstein & Co. He holds a BA in Marketing from Santa Clara University.

Tracy Flower is the Office Coordinator and Senior Receptionist at J. Stern & Co., with about 20 years of experience in financial services. She previously held a Senior Receptionist and team assistant role at Lazard Asset Management and worked at Watson, Farley & Williams Law Firm.

William Hodgson provides analytical support to the client and marketing team at J Stern & Co, working with the firm's institutional and high-net-worth clients on service delivery and client communications. He holds a BSc from Cardiff University.