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E I Sturdza celebrates 10 years of fund management success in Guernsey

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Swiss-based Sturdza Private Banking Group’s asset management arm, E I Sturdza Strategic Management Limited is celebrating its 10th anniversary in Guernsey.

At almost the same time the company’s Strategic Europe Value Fund, which is ranked No1 in its peer group for performance over three and five years, has reached its 5th anniversary.  
 
The company launched its first Guernsey B Scheme, the Nippon Growth Fund, in August 2001 and established a presence in Guernsey in 2005 with Managing Director Georges Gutmans leading the company. Headcount has grown significantly over the years and E I Sturdza now employs 21 staff in Guernsey.
 
In 2008 the company set up a UCITS umbrella fund structure, the E I Sturdza Funds plc in Dublin, in response to regulatory changes pertaining to how funds were marketed to European investors and taking advantage of the associated European passporting. Today, the company manages over USD2.8 billion. 
 
Uniquely, E I Sturdza’s business model is to work with specialist dedicated investment advisers who are leaders in their field. The partnership, on an exclusive basis results in E I Sturdza providing all infrastructure, administration, risk control, compliance and marketing, while the Investment Advisor owns his/her own company, providing an ideal environment for delivering class leading returns to investors. E I Sturdza believes this allows the investment adviser to fully focus on the areas which deliver the greatest benefits to the fund – research, asset allocation and portfolio construction –without the distraction of bureaucracy associated with larger firms or continuous meetings. This structure is also designed to remove the centralised investment view, which can constrain a manager’s ability to fully pursue their investment thesis.
 
‘We chose Guernsey as the location for the investment funds business because of the jurisdiction’s unique combination of funds expertise, locally available talent, reputation, fund structures and the regulatory and legal environment,’ says Georges Gutmans (pictured), Managing Director of E I Sturdza Strategic Management Limited.
 
Eric Sturdza, President of the Sturdza Private Banking Group, adds: ‘We specialise in uncovering high-value added, alpha-focused, high conviction investment strategies. This, alongside our innovative management model, which enables our portfolio managers to perform at their best, has helped to drive our success over the last 10 years.
 
‘The Guernsey finance industry continues to thrive and develop its reputation internationally as a finance centre. We look forward to the next 10 years of growth in the island.’

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