Eric Sturdza Investments

What Eric Sturdza Investments does

Eric Sturdza Investments is a privately held boutique fund management firm founded in 1999 and headquartered in St. Peter Port, Guernsey, employing between 11 and 50 staff. The firm positions itself as an independent asset manager offering professional investors access to a curated set of best-in-class third-party managers and long-term investment strategies, explicitly framed around integrity, expertise, and a stated commitment to better environmental, societal, and governance outcomes. Its stated vision is to become a leading independent asset management company with a distinctive brand and reputation for exceptional service.

Rather than operating a unified technology platform or proprietary software product, the company delivers its offering through fund vehicles (the website references "Eric Sturdza Funds PLC") and direct client relationships. Its core proposition is manager selection and portfolio construction within a responsible-investment framework, supported by memberships in the Institutional Investors Group on Climate Change (IIGCC) and the Principles for Responsible Investment (PRI). The firm is a member of the broader Eric Sturdza Group, which includes Banque Eric Sturdza, providing affiliation with a larger financial services brand while the fund management business is operated independently.

Go-to-market is direct distribution to professional investors across at least 19 jurisdictions spanning Europe (Austria, Belgium, Bulgaria, Finland, France, Germany, Ireland, Italy, Liechtenstein, Luxembourg, Netherlands, Norway, Spain, Sweden, Switzerland, UK), Southeast Asia (Singapore), the Middle East (UAE), and North America (USA), with localized onboarding flows for location, language (English, French, German), and investor type. Pricing is not publicly disclosed and is described as quote-based and tailored to individual investor requirements, consistent with bespoke institutional and high-net-worth mandates. No revenue, AUM, client count, leadership team, funding, or M&A details are disclosed in the source data.

Name

Eric Sturdza Investments

Legal name

Eric Sturdza Investments

Website

https://ericsturdza.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Eric Sturdza Investments is a privately held boutique fund management firm, founded 1999 in St. Peter Port, Guernsey, that provides professional investors across 19 countries with access to best-in-class third-party managers and long-term, ESG-aligned investment strategies as part of the Eric Sturdza Group.

Ownership category

akta.pro rank

Headquarters

HQ city

St. Peter Port

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Distribution channels1 record

Marketing channels4 records

Core offering

Eric Sturdza Investments is a boutique fund management business that provides clients with access to best-in-class investment managers and award-winning long-term investment strategies. The firm curates a portfolio of fund products and offers professional wealth management services with a focus on superior client-focused investment products delivered through class-leading portfolio teams and managers, integrating environmental, societal and governance (ESG) considerations.

Product overview

Eric Sturdza Investments is a boutique fund management company that provides access to best-in-class investment managers and award-winning long-term investment strategies through a curated portfolio of fund products. Rather than offering a unified software platform, the company operates as an investment firm offering clients access to third-party fund managers selected for their investment performance and ESG alignment, presented within the company's boutique fund management framework.

Differentiator

Problem solved

Functional benefit

Products and services

• Fund Management Services

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• Groupe Eric SturdzacoreOthersEric Sturdza Investments is a proud member of the Eric Sturdza Group, a financial services group. The company is part of this broader financial organization which includes Banque Eric Sturdza.
• IIGCC (Institutional Investors Group on Climate Change)minorOthersEric Sturdza Investments is a member of the Institutional Investors Group on Climate Change (IIGCC), demonstrating commitment to climate-related investment considerations and responsible investing.
• PRI (Principles for Responsible Investment)minorOthersEric Sturdza Investments is a signatory to the Principles for Responsible Investment (PRI), demonstrating commitment to incorporating ESG factors into investment practices.

Recent moves4 records

Expansion highlights3 records

Direct peers

• Quilter Cheviot: UK-based discretionary investment manager serving private clients, charities and intermediaries with multi-asset portfolios. Comparable to Eric Sturdza as a boutique investment firm offering curated, discretionary portfolio management to professional and high-net-worth investors across multiple jurisdictions.
• Brown Shipley: UK private bank and discretionary investment manager offering bespoke portfolio management to high-net-worth individuals, families and charities. Comparable to Eric Sturdza as a boutique wealth manager with a similar professional-client focus, multi-jurisdiction distribution and curated investment approach.
• Brooks Macdonald: UK-listed boutique wealth and investment manager serving private clients, intermediaries and institutions with multi-asset and discretionary portfolio management. Comparable to Eric Sturdza as a similarly sized, boutique, multi-jurisdiction wealth and fund management firm with a focus on curated model portfolios and adviser distribution.
• Thesis Asset Management: Multi-affiliate UK boutique asset management group operating several specialist investment firms across discretionary and fund-of-fund strategies. Comparable to Eric Sturdza in boutique scale and in offering curated, multi-manager fund solutions to professional and intermediary clients.
• 7IM (Seven Investment Management): UK-based wealth and investment manager offering discretionary portfolio management and multi-asset funds to advisers, platforms and private clients. Comparable to Eric Sturdza as a boutique manager distributing curated investment solutions across multiple markets with a professional-investor focus.
• Rathbones Group: UK-listed wealth and investment manager offering discretionary portfolio management, fund solutions and ESG-integrated strategies. Comparable to Eric Sturdza as a long-established, boutique-leaning wealth manager with a strong ESG mandate and multi-channel UK/international distribution.
• Charles Stanley: UK wealth manager providing discretionary portfolio management, investment advice and fund solutions to private clients and intermediaries. Comparable to Eric Sturdza in its boutique scale, multi-jurisdictional reach and emphasis on bespoke, client-focused portfolio construction.
• Evelyn Partners: UK wealth management and professional services firm offering discretionary portfolio management, financial planning and fund solutions to private clients and intermediaries. Comparable to Eric Sturdza as a boutique, professionally-led wealth manager with multi-channel UK and international distribution.

Broad incumbents

• EFG International: Swiss private banking group with a dedicated asset management arm offering discretionary mandates and fund solutions across multiple jurisdictions. Comparable to Eric Sturdza as a private-bank-affiliated boutique-style investment manager serving professional investors across Europe, Asia and the Middle East.
• Union Bancaire Privée (UBP): Swiss-headquartered private bank with a sizeable asset management division offering discretionary portfolio management and institutional mandates. Comparable to Eric Sturdza as a Geneva/Channel-Islands-region-rooted, boutique-style investment manager with a strong European distribution footprint and curated investment offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/EricSturdza_Inv
• YouTubebrighttalk.com/channel/12479
• Facebookfacebook.com/EISturdzaFundsPLC
• LinkedInlinkedin.com/company/e-i-sturdza-strategic-management-limited

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Eric Sturdza Investments