Private wealth management since 1991 · Serving clients across Europe
Headquartered in Zurich, Switzerland
About Us
Built on trust, driven by discipline
A private wealth management agency operating across Europe since 1991. Headquartered in Switzerland.
Trusted & Regulated
FINMA Regulated
Swiss Supervised
ISO 27001
Data Security
MiFID II
EU Compliant
Segregated Funds
Client Protection
Since 1991
35+ Years
Swiss Based
Zurich HQ
Our Mission
Operating as a private wealth management agency across Europe since 1991. Headquartered in Switzerland.
To provide every investor — from first-time traders to seasoned professionals — with the tools, market access, and human support needed to achieve their financial goals. We believe successful investing requires more than a platform; it requires a partner who understands the markets and puts clients first.
Unlike purely automated platforms, we combine technology with a dedicated broker network. Every investor is assigned a licensed broker who monitors their portfolio, provides market insights, and is available when guidance is needed.
Our Approach
We take a conservative, research-driven approach to market participation. Risk management is embedded in every product we offer — from position sizing tools on our trading platform to the due diligence behind our AI strategies.
Our three-tier client structure — administrators, brokers, and investors — ensures clear accountability, proper oversight, and a professional chain of service at every level of the organisation.
Our Values
Client Focus
Every decision we make starts with the investor. Our brokers maintain direct relationships with clients, ensuring personalised guidance at every stage.
Integrity
We operate with full transparency in pricing, execution, and reporting. Our clients always know exactly where they stand.
Global Reach
With access to markets across 40+ countries, we help clients diversify beyond domestic boundaries and capture international opportunities.
Expert Team
Our analysts, brokers, and compliance officers bring decades of combined experience across traditional and alternative asset classes.
Leadership
Richard Ashford
Chief Executive Officer
25 years in institutional finance. Former VP at a Tier-1 investment bank.
Catherine Moore
Chief Investment Officer
Leads portfolio strategy and quantitative research across all asset classes.
David Okonkwo
Head of Compliance
Ensures regulatory adherence and client fund protection across all jurisdictions.
Sarah Lindqvist
Director of Broker Relations
Manages our broker network and oversees investor onboarding and support.
Company History
Sterling Capital Group established in Switzerland as a private wealth management agency.
Expanded advisory services across Western Europe with offices in major financial centres.
Strengthened regulatory framework and client fund segregation across all European operations.
Launched digital client platform while maintaining dedicated broker relationships.
Serving 15,000+ clients across Europe with $2.4B in assets under management.
Certifications & Compliance
Institutional standards you can verify
Swiss Financial Market Supervision
Authorised wealth management operations under Swiss regulatory standards with full client asset segregation.
European MiFID II Standards
Cross-border investment services aligned with EU investor protection and transparency rules.
ISO 27001 Information Security
Enterprise-grade data protection, encryption, and audited information security controls.
Investor Compensation Scheme
Eligible clients protected under recognised Swiss and European compensation frameworks.
Client Testimonials
Trusted by investors across Europe
“Sterling Capital has managed our family portfolio for over a decade. Their discretion, reporting, and access to European markets are exceptional.”
James Whitmore
Zurich, Switzerland
“A trusted private wealth partner. My broker understands my goals and the platform gives me full visibility without unnecessary complexity.”
Elena Rossi
Milan, Italy
“Professional, regulated, and responsive. We chose Sterling Capital for their Swiss base and pan-European reach — they have delivered consistently.”
Henrik Larsson
Stockholm, Sweden
“From onboarding to withdrawals, every interaction feels institutional-grade. I value the transparency and the human support behind the platform.”
Margaret O'Brien
Dublin, Ireland