J. Stern & Co. completes Swiss combination with bvo capital, strengthening its concentrated global equity franchise

J. Stern & Co. has expanded its Swiss footprint and its concentrated global equity capabilities by completing the combination of its Swiss subsidiary, J. Stern & Co. (Switzerland) AG, with Geneva-based asset manager bvo capital SA. The independent investment manager, which oversees approximately EUR 2.5 billion in assets, confirmed the completion today, 2 November 2026, following approval by FINMA.

Jérôme Stern, Managing Partner and CEO of J. Stern & Co., said the deal builds on a common philosophy of long-term investing in quality equities.

Geneva joins the J. Stern & Co. network

With the combination, Geneva becomes the firm's sixth office, alongside London, New York, Zurich, Frankfurt am Main and Malta. The move strengthens a Swiss presence that already includes a FINMA asset manager licence for J. Stern & Co. AG.

Founded in 2021, bvo capital SA is a FINMA-regulated manager of collective assets specialising in concentrated global equity investing. Its disciplined, fundamental and long-term approach focuses on high-quality businesses with durable competitive advantages, and its clients invest through the FiftySix Equity Fund (UCITS) and separately managed accounts.

J. Stern & Co. clients invest in UCITS, limited partnership or segregated account formats alongside the Stern family and the partners, who command about 20% of the firm's AUM. Stern stressed that this alignment model will extend to bvo capital's clients.

Further to approval by FINMA, the combination with bvo is an exciting moment for our clients and both of our firms. We are delighted to partner with Cédric and Laurent to serve their clients for the long-term in the same aligned manner as we have been doing since the formation of J. Stern & Co. in 2012.

Jérôme Stern, Managing Partner and CEO, J. Stern & Co.

A stronger concentrated global equity franchise

J. Stern & Co. is best known for its flagship World Stars Global Equity Fund, a strategy it has managed for long-term investors since October 2012. Its range also includes the Emerging Market Debt Stars Fund, a Multi-Asset offering and the U.S. Stars Equity Fund.

Both firms share a conviction that quality global businesses compound over time, a theme explored recently on RankiaPro Europe in Sticking to our principles: quality is the new opportunity.

The combination builds on a common investment philosophy of long-term investing in quality equities, based on our own research, reinforcing our strengths in active management of concentrated global equities.

Jérôme Stern, Managing Partner and CEO, J. Stern & Co.