Services Provided
- Discretionary
- Advisory
- Execution
Location
- 4 UK Locations
Investment
- Investment Manager, Private Bank
- Founded 1834
Pooled Accounts
- Not offered
Segregated Accounts
- Minimum Account £1M
- Assets Under Management £550M
- Number Of Clients 200
About EFG Harris Allday
EFG Harris Allday provides customised solutions for charities. We are the investment management division of EFG Private Bank, headquartered in Birmingham with offices in London, Shrewsbury and Ombersley. Our parent EFG International is a Swiss Private Bank offering private banking, asset management and other financial services at 40 locations worldwide.
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Global Market Review - March 2024
08.04.2024Upcoming Events
Trustee training: meeting your financial obligations
04.06.2024 08:30 - 10:00
Trustee training: meeting your financial obligations
10.09.2024 12:00 - 14:00Our Philosophy
As an organisation we have a bias towards quality growth when it comes to investing on behalf of charities.At the heart of EFG Harris Allday’s philosophy is the belief that active investment management can optimise a charity’s portfolio performance. This can be achieved at three levels:
• Strategic asset allocation to meet the risk / return profile
• Tactical asset allocation
• Investment selection
The core to our approach is to provide customised solutions for our clients believing that every charity is unique, with different needs and objectives and their investment portfolio should reflect this. We do not put clients into a single pooled fund nor to investment silos based on their risk appetite.