About
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.
Experience
- J. Stern & Co.Investment Advisorcurrent2016 — presentLondon Area, United Kingdom
- Barclays WealthPrivate Banker2012 — 2016London, United Kingdom
- U'LuvkaNon-Executive Director2011 — 2013London, United Kingdom
- CardewDirector2010 — 2011London, United Kingdom
- Pembroke Managing AgencyNon Executive Director2007 — 2008London, United Kingdom
- JP Morgan CazenoveManaging Director, Equities1990 — 2007
- Panmure Gordon & CoDirector1982 — 1990London, United Kingdom
- The Household Cavalry RegimentTroop leader1979 — 1982
Skills & more
Investments34Asset Management23Equities23Investor Relations6Investment Banking7Finance4Portfolio Management5Investment Management4Business Strategy4Private Equity4Financial Markets4Banking3
+11 more
Capital MarketsFixed IncomeCorporate FinanceMarketingValuationAsset ManagmentMarketing StrategyPrivate BankingStrategyLeadershipManagement- 2012 - CII Diploma in Regulated Financial Planning
- 2011 - CISI Investment Advice Diploma
- 2012 - CISI Private Client Investment Advice and Management
From Sandy's professional profile.
Colleagues at J Stern & Co
Abbey Allen
Director at J Stern & Co
Alexander Vlassov
Partner at J Stern & Co
Amit Gohil, CFA
Senior Associate at J Stern & Co
Andreas Krebs
Senior Director at J Stern & Co
Carlos Laorden Lopez
Senior Associate at J Stern & Co
Charles Gélinet, CFA
Senior Director at J Stern & Co
Charlotte Lacey
Associate at J Stern & Co
Christian Picot
Principal at J Stern & Co
Frequently asked questions
- Who is Sandy Soames?
- 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.
- Where does Sandy Soames work?
- Sandy Soames is Partner at J Stern & Co.
- Where did Sandy Soames go to school?
- Sandy Soames studied at London Business School (Sloan MSc in Leadership & Strategy); Eton College.
Same school
Also attended London Business School754
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Also attended Eton College65
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Shared employers
Also worked at J. Stern & Co.6
Also worked at Barclays Wealth41
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Also worked at Cardew1
Also worked at JP Morgan Cazenove1,314
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