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. As the investment management division of EFG Private Bank, we are a CISI Chartered Firm™ 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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Celebrating National Trustees Week 2024
04.11.2024Upcoming Events
Newmarket Trustee Training – Morning Session
25.02.2025 09:00 - 11:00
Newmarket Trustee Training – Afternoon Session
25.02.2025 12:30 - 14:30Our 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.