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 Ventures Regulatory Umbrella

If Sturgeon did art exhibitions…

To add variety to our Team Meetings, this week we asked everyone to show their self-portrait and here they are.  Can you guess Who's Who? Visit our Team Page for

Sturgeon Ventures Compliance Consultancy 2020

Sturgeon Ventures – Compliance Consultancy of the year – UK

Leaders in Law recognised Sturgeon Ventures' expertise by awarding them their Compliance Consultancy of the Year - UK.  This award is part of its Global Awards Winners 2020 programme. (more…)

Possible Consequences of the Unauthorised use of Third Party Logos

Possible Consequences of the Unauthorised use of Third Party Logos

Sturgeon Ventures (Sturgeon) contacted Womble Bond Dickinson to discuss the possible consequences of the unauthorised use of third party logos in the advertising and promotion of a UK business or

Lawyers Worldwide Awards announced that Sturgeon Ventures have been awarded Start-up Compliance Consultancy of the year - UK.

Sturgeon Ventures awarded Start-up Compliance Consultancy of the Year – UK

Lawyers Worldwide Awards announced that Sturgeon Ventures have been awarded Start-up Compliance Consultancy of the year - UK. (more…)

FCA FSMA and Trade Marks and trading names

Company names, trading names and trade marks 

Sturgeon Ventures, after noticing an increase in the number of Financial Conduct Authority (FCA) Regulated Firms which have adopted trading and/or registered company names which are the same as those

Sturgeon Ventures signs PRI

Sturgeon now a signatory of the PRI

Sturgeon Ventures is delighted to announce that it is now a signatory to the Principles for Responsible Investment (PRI).  We are joining more than 2,000 other organisations around the world

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

(more…)