MFW - Multi Family Wealth Limited, incorporated under the laws of England and Wales, is a London based independent investment advisory firm. Multi Family Wealth is an appointed representative and tied agent of Sturgeon Ventures LLP which is a London based asset manager authorised and regulated by the FCA and the most established FCA regulatory incubator in the UK. Multi Family Wealth Directors – João Cortez de Lobão and Jorge Jardim Gonçalves – are portfolio managers in Sturgeon Ventures.
Sturgeon Ventures was founded in the UK by Seonaid Mackenzie as a “single family office” in 1998, having become, after the year 2000, the pioneer in the regulatory incubation for financial services out of London.
In 2013, Sturgeon Ventures became an Investment Advisor with the SEC, and in 2014 a sub-threshold AIFM (Alternative Investment Fund Manager) and Operator of Collective Investment Schemes and AIFM Solutions.
The firm has “incubated” over 90 entities and has received several awards for different reasons such as Most Trusted FCA Regulatory Incubator in the UK, Best for Regulatory Incubation and Award for Excellence in Compliance by Acquisition International 2015 or Compliance Innovator of the year in 2013 by Thompson Reuters.
Our purpose is to help you grow your family wealth.
In Multi Family Wealth our priority is to know you well, since we believe on the power of strong and sustainable relationships and that the best way to build them is by understanding and satisfying your unique circumstances. For this purpose in Multi Family Wealth your family relationship manager is an experienced financial professional, who is able to advise you in order to guarantee an adequate fit and a constant monitoring between your needs and your investments.
João Cortez de Lobão
Jorge Jardim Gonçalves
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João Cortez de Lobão, Director and Founder of Multi Family Wealth, has more than 10 years of experience in the asset management industry. João began as an economic journalist at “Tempo Económico” and then at “Expresso”, the major Portuguese newspaper at the time. In 1997 he decided to move to New York to pursue a financial markets career, having joined Villas Fisher Asset Management, where he served as Vice-President. Back in Portugal, he integrated the asset management division of Millennium BCP, serving as an Executive Board Director. More recently, João decided to launch his own project in the olive oil industry and his company is currently one of the major Portuguese producers of olive oil.
He completed the Executive Program in INSEAD and received his Degree in Economics from University Autónoma de Lisboa.
Jorge Jardim Gonçalves, Director and Founder of Multi Family Wealth, has more than 25 years of experience in the financial industry. Jorge started his banking career at BPI in the corporate finance and M&A departments and then joined Merril Lynch, where he worked both in New York and London in the investment banking and debt capital markets division. In 1998, Jorge decided to integrate Itaú Europa where he stayed for 10 years and served as Chief Financial Officer and Chief Commercial Officer, supporting the expansionary process of the bank, which increased its Assets Under Management by more than a tenfold during the period. After Itaú Europa, Jorge integrated the Board of Directors of Selecta, one of the most profitable real estate investment funds in Portugal. More recently, he served for five years as Chief Risk Officer at Banco BPI Asset Management Units.
He completed the MBA Program in INSEAD and received his Degree in Economics from Católica Lisbon School of Business and Economics.