Portfolio Management Services

Sturgeon Ventures has been managing money since 1998, first as a Single Family Office then leading into offering discretionary portfolio management services for Venture Investing Strategies as a EU VECA Manager, a Sub Threshold AIFM and a Delegated Portfolio Manager to various Offshore Structures, including managed accounts and funds of one.

Sturgeon has managed (US) ERISA and Non ERISA Managed Accounts for US Endowments, as well as Managed Accounts for many end clients such as UHNWs, Single and Multi Family Offices, Insurance Companies, and Banks both here, in the USA and MENA Regions.

Visit this link to see our US SEC Registration.

A Leader in Innovative Portfolio Management Services


Our Investment Approach – Discretionary Fund Management

Sturgeon Ventures’ Portfolio Management Services focus on Discretionary Investment Management.

This approach means that the firm manages the clients’ portfolio without the need to check on regular investment changes.  These updates are based on the fund manager’s judgment.  If there are any larger or non-routine decisions to be made, that fall outside the original engagement, the firm is required to check before taking any action.

At the start of any relationship, each client fills in an investment questionnaire where their appetite for risk is measured alongside their goals – identifying long, medium or short term objectives. It is usual to have interim checks on whether the investment portfolio continues to meet with clients’ needs.

Discretionary investment services are usually targetted towards institutional businesses, pension funds and high-net worth individuals (HNWI).

If you’d like to hear more about our discretionary portfolio management, please get in touch

E: hello@sturgeonventures.com

T: 020 3167 4625

Other Services

Third Party Fund Management

Investor Relation Services


Sturgeon’s Easter Message

The Easter egg is normally a symbol of new life, creativity, change and hope.  We think of our clients and community as part of the Sturgeon Family. (more…)

Shortlisted as one of three finalists for The Lifetime Achievement for Contribution to the Compliance Community at The Women in Compliance Awards

Shortlisted as one of three finalists for The Lifetime Achievement for Contribution to the Compliance Community at The Women in Compliance Awards


Agile working at Sturgeon Ventures

Sturgeon Ventures share their top tips for agile working

Sturgeon Ventures have championed agile working and remote working since their inception in 1998. Over the past couple of weeks, we haven't been holding our team meetings on a Wednesday,

Sturgeon Ventures Brexit Updates

Brexit Update w/c 23/3/20

Read on for this week's Brexit Update. (more…)

Spring’s Arrival – Good News

At a time of confusion and unprecedented situations, it’s good news to know that Spring starts earlier than usual on Friday 20th March (normally 21st March) first time in 124

Seonaid speaks at Southborough School

Seonaid speaks at Southborough High School

Seonaid spent the morning of 14th February at  Southborough High School talking to a group of Year 10 and 12 students about working in the Financial Services industry and her

The Tech Nation Report 2020 – Good news for UK Tech Sector

The Tech Nation Report 2020 has been released and is a very encouraging read for inward investment into the UK’s Tech Sector returning for its sixth year. (more…)

Ted Talks – Bill Gates Insight on a Pandemic – 2015

Interesting Ted Talk from Bill Gates in 2015, following the Ebola outbreak in 2014, how this was managed and what needs to be done for planning, vaccine research and training