For Individuals & families

Helping Individuals and families

EFG Harris Allday manages investments for many types of client, from individuals and their families to charities, pension funds and trusts.

Our investment experts have in-depth experience of financial markets combined with a strong focus on providing a friendly, straightforward and personalised service.

We aim to help our clients, whether they are seeking long term growth, an income later in life, or to pass their wealth to future generations. We manage bespoke investment solutions that are tailored to our clients’ individual preferences and long-term objectives. 

Support at every life stage;

Investing for growth

Investment for income

Planning for your retirement

Protecting your wealth

Sharing your wealth with future generations

Investing tax efficiently
 

Although portfolio management is the core of how we can support you, we can also offer you the ability to manage your own investments via our Execution Only Service and offer a range of specialist investment solutions dependent upon your needs. These include

Charity and Trust Portfolios, a Probate Service and a specialist Inheritance Tax (IHT) tax efficient portfolio service.

Products and services

We offer a range of Investment services, all with a dedicated Investment Manager, to manage the investments to suit the needs of individual clients.

  • Discretionary Investment Management Service – a bespoke service where the portfolio is managed on behalf of a client by their Investment Manager following an agreed strategy.
  • Advisory Investment Management Service – we advise clients on their investments and manage their portfolio to agreed guidelines, with clients making the final decision on buying or selling individual assets
  • Advisory Dealing Service – we offer recommendations on investments, but do not manage the portfolio, the client makes the investment decisions
  • Execution Only Service – the client manages their investments, and we implement their decisions

Although we do not offer tax advice, we are able to use ‘Wrappers’ to give investments a level of protection from tax. These include ISAs, SIPPs and Offshore Bonds.

Additionally, via EFG Private Bank, we can offer Banking Services and Portfolio Loans.