Portfolio Manager and Partner

Giles is a Partner and Portfolio Manager at J. Stern & Co. Giles is the lead Portfolio Manager of the US Stars strategy and is a Senior Analyst for the World Stars Global Equity strategy. His focus is in the Technology, Internet and Media sectors. His deep knowledge, understanding of the industries and rigorous analysis drives our research and delivers value to our client’s portfolios. He is a stock-picker with a fundamental bottom-up driven approach. Prior to joining J. Stern & Co, Giles was an Investment Analyst at Henderson Global Investors where he specialised for many years in the Technology sector. During his time there, he also worked on the Henderson Global Growth fund with a focus on the Consumer sector. He has also worked at Credit Suisse and HSBC. A British National, Giles read Law at the University of Edinburgh (including an exchange year at the Universite Paul Cezanne Aix-Marseille III) where he graduated with an LLB Hons (2:1). He also has an Masters in Intellectual Property Law LLM (Merit) from University College London.

 

 

Portfolio Manager and Partner

Jean-Yves is a Partner of J. Stern & Co. and the Portfolio Manager for the Firm’s multi-asset investment strategies. Jean-Yves is an experienced investor working with our global clients to advise them on preserving and investing their wealth over time, taking into account their specific, multi-jurisdictional and often complex requirements. Jean-Yves draws on 35 years of financial services experience focused on asset management, strategic advisory, equity research and trading with Goldman Sachs, Prudential of America, Nomura, Satellite Asset Management and Millenium Partners. For the four years before joining he was a co-founder and Chief Investment Officer of Halkin Investments, a London based multi-family office. A French national, Jean-Yves speaks English and French. Jean-Yves has a PhD BD (all but dissertation) in Corporate Tax and Corporate Law from the University of Paris II Pantheon-Sorbonne.