Expert Financial Guidance and Investment Management solutions

Skilfully navigating ever changing financial markets. Providing specialist client support, every step of the way.

Putting clients first for almost 200 years

Providing tailored solutions for individual clients. Our experienced team create bespoke portfolios in line with our defined investment process.

Our solutions

Discretionary Investment Management Service

Partner with a professional investment manager, dedicated to the day-to-day management of your portfolio and expert execution of strategic decisions.

Learn more about Discretionary Investment Management

Advisory Investment Management Service

Take control of your investment decisions with the support and guidance of highly experienced professionals.

Learn more about Advisory Investment Management

Advisory Dealing and Execution Only Services

Allowing experienced investors the ability to make their own investment decisions.

Learn more about our Dealing Services

Market updates

Clients can keep up to date with our latest market updates.

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Infocus 09 September 2024

Post-summer thoughts on the US Presidential election

Now that Labor Day has passed in the US, markets will become ever more influenced by shifts in the perceived probabilities regarding who will win.

8 min read

Inview 06 September 2024

Global House View and Investment Perspectives – September 2024

The global equity market rally continued in August, with the MSCI World All Countries index rising 2.6% in the month.

8 min read

Infocus 02 September 2024

What can we learn from SNB interest rate setting 2021-24?

A little more than two years have passed since the Swiss National Bank (SNB) started to raise interest rates after having kept them at -0.75% for seven years.

8 min read

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EFG Harris Allday
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103 Colmore Row - Birmingham B3 3AG
0121 233 1222