Strategic and Tactical Investment decisions are the result of an experienced multi-disciplined Investment Committee, in which the Sturdza Family is deeply involved alongside advice provided by international experts.With the discretionary mandate, you are secure in the knowledge that our investment experts are continuously reviewing and managing your portfolio to achieve your investment objectives.
Our independence enables us to identify the best in class investment solutions and the most appropriate investment vehicles (funds, direct equities and bonds, derivatives, structured products) for our clients. We also leverage our network of independent partners to access a wide range of investment opportunities and asset classes, as well as to find “out of the box” investment ideas that can be customised with investment products to suit at best our clients.
Transactional Advisory provides opportunistic investment advice, and investment recommendations from either the relationship managers or upon your own specific request.
Leveraging our open architecture of independent and successful managers allows us to have a greater understanding of opportunities available to us. We share these with our clients, and ensure a constant flexibility in their portfolios to react, if necessary, to their evolving objectives, or the changing landscape.
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