EFG Harris Allday

EFG Harris Allday is the investment management and stockbroking division of EFG Private Bank Limited (see below). Harris Allday's stockbroking origins can be traced back to 1834 and our experience built up over the years has enabled us to successfully guide clients through ever changing financial markets. We believe that good relationships are at the heart of investment management. We offer the highest quality personal service, the best professional advice and access to the most effective financial solutions.

  • Private client stockbroker & investment manager since 1834.
  • Head office in Birmingham, with full in-house administration facilities. Branch offices in Shrewsbury & Ombersley.
  • Acquired by EFG Private Bank Limited in August 2006, subsidiary of EFG International, headquarters in Zurich.
  • Structured on a team basis, with each team under the supervision of an experienced Investment Director.
  • Discretionary and advisory assets under management of circa £2.8 billion.


Shareholder Disclosure Rules 2 (SDR2)

EFG Harris Allday supports the objectives that underlie SRD2.  We believe that shareholder engagement is effective and works in the best interests of our clients to improve long-term returns in the companies in which we invest on behalf of our clients.  To this end, we are considering developing our Engagement Policy in line with FCA requirements and in which we will set out our approach in this area.

Data Protection and our Commitment to protecting you

EFG Harris Allday, takes the protection of your personal data seriously. We are committed to being transparent about our data processing activities and how we keep your information safe. To put your mind at rest, we will not be changing the way we collect or use your information but, it will now be easier for you to find out what we do. In this respect, we endeavour to adhere to and comply with the strict standards of security and confidentiality that are set forth in applicable data protection regulations, including the General Data Protection Regulation (EU) 2016/679. To review our online Data Protection and Privacy Statement, please click on the link below.

EFG Private Bank / EFG International

EFG Private Bank Limited is the UK-based private banking arm of EFG International. Headquartered in London, it has subsidiaries in Jersey and Guernsey, as well as a network of offices in Birmingham, Shrewsbury and Ombersley. Its activities encompass banking and credit, financial planning, investment management, offshore trust and company formation and management. To learn more, visit

EFG Private Bank is the UK-based private banking arm of EFG International. Headquartered in Zurich, EFG International operates in some 40 locations worldwide with some 2,000 employees and total assets under management of over CHF 79 bn as at year end 2012. The Company has a long-term rating of A (Fitch) and A3 (Moody's) and is listed on the SIX Swiss Exchange. EFG Bank European Financial Group (EFG Group) is EFG International's largest shareholder holding circa 56% of its capital. In addition, a significant stake is held by leadership, management and employees.

The backing and resources of EFG International provide international presence, financial strength and security. They also bring a pedigree of dynamic growth and innovation, which the business has accomplished by providing clients with a level of service they expect and deserve.