Under the Sturdza family’s leadership, the Eric Sturdza Group is recognised by its dynamic and entrepreneurial culture dedicated to investing for, and alongside, our clients. Today, the Group has three business lines: private banking through Banque Eric Sturdza, wealth management and family office services through Corraterie Gestion, and asset management through E.I. Sturdza Strategic Management Limited.
This 360-degree approach goes beyond traditional financial planning and wealth management activities, with a range of expertise spanning family office, wealth, inheritance, fiscal and retirement planning, insurance, legal advisory and real estate.Our 360-degree approach begins with a flexible, bespoke service, and the relationship evolves by working hand-in-hand to build a successful, solution-oriented partnership.
As a family-owned bank, Banque Eric Sturdza understands all too well the need tosupport private customers with personal investment solutions.
Banque Eric Sturdza, is bank dedicated to delivering the best solutions to you, depending on your and your family’s specific needs. Discretionary and advisory portfolio management, wealth structuring for fiscal and inheritance planning, banking services, brokerage and lending. All of this delivered holistically through our team of experts in their field and is tailored to your requirements and circumstances.
Our independence, integrity and transparency are rooted in the traditions of Swisswealth management. The country’s exceptional solidity, political neutrality andexpertise make it a highly stable environment for managing financial assets. Security for our customers is further realized through our approach in partnering with independent managers and award-winning asset managers.
In 2013, the Eric Sturdza Group acquired Coges Corraterie Gestion SA, an established wealth management firm, creating the structure and opportunities for independent asset managers to develop their services to an even broader clientele.
COGES is one of the largest independent financial advisers in Switzerland. Itsservices cover every aspect of wealth management, integrating your financial, familyand professional requirements. We base our investment strategies on bespoke financial management including specialist retirement planning, thanks to teams of experts and financial analysts with access to top-performing solutions.
COGES takes an all-encompassing approach to tailored investments, protecting anddeveloping your wealth to meet your financial objectives while addressing yourambitions for the next generation. Every coherent investment plan must address thelong-term needs within a family, and between generations.
Managing wealth is not a business, it’s a profession, performed with integrity,expertise and empathy. Eric Sturdza’s independent fund management companyoffers access to best-in-class managers. These award-winning teams and activelymanaged strategies offer funds ranging from the US to Japan, across Europe andAsia, and in asset classes from equities to fixed income and alternatives.
Investors come to us for access to the strongest ideas, coupled with sound environment, social and governance practices and principles. As an independentasset management firm, we work to maintain this reputation for exceptional service atevery level.
By providing an administrative and regulatory framework for our autonomous portfolioteams, we help them to focus on what they do best – manage assets to deliverperformance. By promoting independence, we free them from having to follow a‘house view,’ while giving our institutional clients the guarantee of robust riskstructures.
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