European and Global Advisers LLP

What European and Global Advisers LLP does

European and Global Advisers LLP (EGA) is a London-based independent investment boutique founded in 2011 and authorized by the UK Financial Conduct Authority (Firm Reference No. 569000). Operating from 17 Hanover Square with a lean team of five employees, EGA manages five UCITS-compliant funds spanning multi-asset/multi-strategy (Plurima Mosaico), thematic global equity (Plurima Koiné Thematics), thematic fund-of-funds (Plurima New Era), ESG-focused fund-of-funds (Plurima Strategy Portfolio), and systematic strategies (EGA Systematic Alpha UCITS Fund, launched 2024). Aggregate assets under management stand at approximately €50.65 million, with the largest individual fund at roughly €16.5M (Koiné Thematics) and the most recently launched at under €500k (Systematic Alpha). Funds are distributed across the UK, Ireland, Italy, Spain, and Switzerland under UCITS passporting.

The firm operates a wholly-owned Irish subsidiary, European and Global Investments Ltd, which functions as a UCITS Management Company and anchors cross-border EU distribution. Operational infrastructure is delivered through third-party partnerships: CACEIS acts as trustee and administrator, Deloitte as auditor, and C8 Technologies provides the technology platform — notably, two senior EGA partners also hold roles at C8 Technologies, indicating an embedded operational and technical relationship. The business model combines tiered management fees ranging from 0.85% (Koiné Thematics) to 2.25% (New Era) with performance fees of 10–20% on outperformance, meaning revenue is structurally AUM-driven and performance-sensitive. Customer segments are primarily retail and high-net-worth investors across multiple European jurisdictions; no institutional segregated mandates are disclosed.

EGA's investment committee is led by partner-level personnel including Dr. Julian Alworth (Managing Partner, joined 2015), Dr. Ebrahim Kasenally (joined 2023, dual role at C8 Technologies), Marco Cappelleri (Investment Committee), Giuliano Giovannetti (ex-McKinsey), and Jonathan Webb (joined 2023, dual role at C8 Technologies). The PhD-credentialed team and McKinsey-pedigreed operating partner suggest a research-oriented investment culture, although the small absolute scale of the firm constrains the depth of any operational moat.

Name

European and Global Advisers LLP

Legal name

European and Global Advisers LLP

Website

https://egallp.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

European and Global Advisers LLP (EGA) is a London-based FCA-authorized boutique investment manager operating five UCITS funds spanning multi-asset, thematic equity, ESG, and systematic strategies, with approximately €50.65 million in total AUM distributed across the UK, Ireland, Italy, Spain, and Switzerland.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industry

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

Keywords

• UCITS fund management
• Multi-strategy asset management
• Thematic equity investing
• Institutional investment advisory
• Systematic alpha strategies

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Management Fees: Annual management fees charged as percentage of fund net assets. Rates vary by fund: EGA Systematic Alpha 1.00%, Plurima Koiné Thematics 0.85%, Plurima Strategy Portfolio 1.20%, Plurima Mosaico 1.80%, Plurima New Era 2.25%
2. Performance Fees: Performance-based fees charged on outperformance above benchmark. EGA Systematic Alpha charges 15% of outperformance over ICE BofA Euro 3-Month Deposit Offered Rate. Other funds charge 10-20% performance fees
3. Fund Administration Services: Services provided through related entity European & Global Investments Ltd as Management Company, with third-party administrators including CACEIS for Irish-domiciled UCITS funds

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

European and Global Advisers LLP is an independent investment boutique that manages a portfolio of five UCITS-compliant investment funds (Plurima Mosaico, Plurima Koiné Thematics, Plurima New Era, Plurima Strategy Portfolio, and EGA Systematic Alpha) and provides investment advisory and strategy development services to institutional investors, banks, asset managers, and family offices across the UK, Ireland, and continental Europe. The firm employs both systematic and discretionary investment approaches across equities, fixed income, currencies, and commodities, with integrated ESG analysis and thematic portfolio construction frameworks.

Product overview

European and Global Advisers LLP is an independent, privately owned investment boutique managing several UCITS Funds. The firm operates a portfolio of five distinct investment funds: Plurima Mosaico Fund (multi-asset multi-strategy), Plurima Koiné Thematics Fund (thematic global equity), Plurima New Era Fund (thematic fund-of-funds), Plurima Strategy Portfolio Fund (ESG-focused fund-of-funds), and EGA Systematic Alpha UCITS Fund (multi-strategy systematic alpha). These funds are offered through the Plurima Funds UCITS umbrella structure and provide investment advisory services to institutional investors, banks, asset managers, and family offices.

Differentiator

Problem solved

Functional benefit

Products and services

• Plurima Mosaico Fund A multi-asset multi-strategy UCITS fund providing total return through an actively managed portfolio offering stable and sustainable income with a moderate risk profile, investing in equities, bonds, commodities, and currencies through both systematic and discretionary approaches. Available in multiple retail and institutional share classes with a 1.80% management fee and 10% performance fee.
• Plurima Koiné Thematics Fund A thematic global equity UCITS fund focused on macro themes including disruptive technologies, demographics, and environmental challenges, combining 6-8 investment themes through a proprietary thematic classification framework. Offers institutional and retail share classes with a 0.85% management fee and 15% performance fee.
• Plurima New Era Fund A thematic equity fund-of-funds UCITS vehicle focused on capital growth through exposure to thematic trends including Biotech, Clean Energy Transition, Digital, Health, Robotics, Security, Water, E-commerce, Electricity, and Future Connectivity. Available in EUR and USD (hedged) subscription currencies with a 2.25% management fee.
• Plurima Strategy Portfolio Fund A UCITS fund-of-funds strategy balancing return opportunities between stock and bond markets, selecting securities through ESG analysis. Invests at least 60% in global equities and includes corporate bonds from euro area regulated markets, offered in Institutional, Listed, and Retail classes with a 1.20% management fee and 20% performance fee.
• EGA Systematic Alpha UCITS Fund A multi-strategy UCITS fund providing consistent absolute returns with low correlation to traditional equity/bond portfolios, utilizing Alternative Alpha Factors, Equity Alpha Factors, and Systematic Global Macro cross-asset strategies across FX, fixed income, commodities, equity futures, and single name equities. Offers multiple currency options (EUR, GBP, SEK, USD hedged) with a 1.00% management fee and 15% performance fee over the ICE BofA Euro 3-Month Deposit Offered Rate benchmark.
• Investment Advisory and Strategy Development Services Investment advisory and investment strategy development services provided to banks, asset managers, and family offices across the UK, Ireland, and Europe. Delivered alongside fund management as part of the firm's multi-jurisdictional service offering via European and Global Advisers LLP (UK), European and Global Investments Ltd (Ireland), and other European entities.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Four partnerships are on record, tiered core, major and minor.

• European & Global Investments LtdcoreStrategic or Co-development PartnerRelated entity operating as Management Company for UCITS funds. European & Global Investments Ltd serves as the designated management company for Irish-domiciled UCITS funds managed by EGA LLP, providing regulatory and administrative oversight.
• CACEIS Investor ServicescoreTechnology or IntegrationCACEIS Investor Services Bank S.A., Dublin Branch serves as Trustee for UCITS funds. CACEIS Investor Services Ireland Limited serves as Administrator, registrar, and transfer agent for the fund structure, providing custody and fund administration services.
• C8 TechnologiesmajorTechnology or IntegrationC8 Technologies provides research-led systematic multi-strategy tradeable indices. Multiple team members (Dr. Alastair Burgess, Jonathan Webb, Dr. Ebrahim Kasenally) have roles at C8 Technologies. C8 provides platform infrastructure for fund administration and data services.
• Deloitte & ToucheminorImplementation/ SI/ Consulting PartnerAppointed as Auditor for Irish-domiciled UCITS funds, providing independent financial statement audit services.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Liontrust Asset Management: London-listed UK boutique asset manager with thematic and multi-asset strategies distributed primarily via UK wealth managers and advisers. Overlapping thematic equity franchise and UK intermediary distribution model.
• Jupiter Asset Management: London-listed, UK-headquartered active asset manager offering multi-asset and thematic UCITS funds to wealth managers and institutions across Europe. Comparable distribution channels and target client base, but materially larger AUM and broader product set.
• Schroders: Large UK-headquartered global asset manager offering multi-asset, thematic equity, and systematic strategies through UCITS vehicles. Operates in the same distribution channels (UK wealth managers, family offices, institutions) as EGA but at vastly greater scale.
• Rothschild & Co Asset Management: European independent asset manager within a broader private banking group, offering multi-asset and thematic mandates to family offices and institutional clients. Comparable independent-boutique positioning with European family-office focus.
• M&G Investments: Major UK asset manager offering multi-asset and equity UCITS funds, with significant family-office and wealth-manager distribution in Europe. Overlaps with EGA's Plurima Strategy Portfolio and Mosaico funds in target client and product category.

Direct peers

• Man Group: London-listed multi-strategy investment manager combining discretionary and systematic approaches across equities, fixed income, currencies, and commodities. Direct comparable to EGA's Systematic Alpha multi-strategy mandate and its broader multi-asset UCITS offering.
• Winton Group: London-based systematic investment manager running multi-strategy global macro and managed-futures programmes across FX, fixed income, commodities, and equities. Closest analogue to EGA Systematic Alpha's Alternative Alpha Factors and Systematic Global Macro approach.
• GAM Investments: Swiss-headquartered active asset manager offering multi-asset, systematic, and thematic strategies distributed across European UCITS channels. Direct comparable in product mix (multi-asset, thematic, systematic) and European distribution footprint.
• Ruffer LLP: Independent, UK-based, partnership-owned multi-asset investment manager offering UCITS funds to wealth managers, family offices, and institutional clients. Closely comparable independent boutique profile, multi-asset philosophy, and UK wealth-channel focus.
• BlueCrest Capital Management: Jersey-based systematic trading firm where Dr. Ebrahim Kasenally was previously Partner and Senior Researcher. Direct comparable in systematic methodology, multi-strategy architecture, and senior-talent lineage.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/european-and-global-advisers-llp

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries1 record

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 European and Global Advisers LLP