EFG Harris Allday

Company

EFG Harris Allday is the investment management division of EFG Private Bank Limited. With a history spanning over 175 years, Harris Allday was founded in 1834 in the West Midlands where our head office remains today in the former Stock Exchange Building in Birmingham.  

In 2006, we were acquired by EFG Private Bank Limited, subsidiary of EFG International, a global private banking group based in Switzerland. EFG International operates in around 40 locations worldwide and its shares are listed on the SIX Swiss Exchange.

Our Services include Discretionary and Advisory Investment management for individuals, families, charities, pension funds and trusts. Whoever the client, we spend time discussing investment goals,

  • We have a centralised, robust investment process, that allows the Investment Managers to build truly bespoke portfolios, tailored to an individual requirement
  • Client portfolios are managed between a team of 21 experienced Investment Managers and 2 Research Specialists, based in Birmingham, London, Ombersley & Shrewsbury.
  • Our investment managers have an average of 19 years working for EFG Harris Allday. Giving you the benefit of an experienced, stable team.
  • Discretionary and advisory assets under management of over £3 billion as at 31 December 2019.
  • Via EFG Private Bank we can also offer financial planning, banking and portfolio loan services if required.

For further details on EFG Private Bank, the UK-based private banking arm of EFG International please visit the website.
 

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