Felicity has over 30 years of experience in the private client and family office arena within Switzerland. Holding both Swiss and British nationality, she was educated in the UK, and holds an LLB Honours Degree from University College London and, qualified as a non-practising Barrister at the Bar of England & Wales. In 2013 she received a distinction in the STEP Advanced Certificate in Trust Disputes, and also became a CORE Certified Mediator.
Having held a number of high-level management and MD positions, she has accumulated extensive experience in all areas of cross-border private client wealth planning, and the management of risk within the legal and regulatory environment. She is currently employed by J Stern & Co Private Investment Office.
Felicity was admitted as a Full Member of STEP in 1996. In addition to being a member of the Committee she is Co-Chair of the Swiss and Liechtenstein STEP Federation, a STEP Council Member and also a member of the STEP Worldwide Professional Development Committee.
In 2017 she was awarded the STEP Founders Award for Outstanding Achievement for her work within STEP.
J. Stern & Co. (Switzerland) AG
CH - 8002 Zürich
Tel +41 44 552 80 70
Mob +41 79 689 93 62
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