About us
Building long-term relationships through bespoke investment solutions.
Introducing EFG Harris Allday
The perfect balance of stability and agility, we've been delivering bespoke investment solutions to meet the changing needs of our clients' from our head office in the old Birmingham Stock Exchange building.
We pride ourselves on the long term relationships we build with our clients, established through our exemplary levels of service and successes in helping our clients' to achieve their financial goals.
Our focus has led to management of over £2.93bn of assets on behalf of individuals, families, pensions, charities and trusts.
1834
Experienced in managing money for almost 200 years.
£2.93bn
Assets Under Management as at end December 2023.
4
Regional offices based throughout the UK, with access to global expertise.
Delivering an exceptional investment management service across the UK
Our dedicated investment managers look after assets on behalf of our clients across the UK. With the support of an in-house research team, experienced and supportive teams and back-office administration, we deliver an exceptional level of service you can rely on.
In 2006, we were acquired by EFG Private Bank Limited, subsidiary of EFG International. EFG International are a global private banking group based in Switzerland, operating in around 40 locations worldwide. Managing over CHF 143 billion, EFGI's shares are publicly listed on the SIX Swiss Exchange.
Our History
Established in 1834 in the West Midlands, our head office remains in Birmingham city centre.
Develop your investment strategy with an experienced investment manager
Learn more about our bespoke investment solutions.
