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You are currently visiting: EFG Harris Allday
- Asia Pacific
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.
We offer a range of Investment services, all with a dedicated Investment Manager, to manage the investments to suit the needs of individual clients.
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.