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 £3.69bn of assets on behalf of individuals, families, pensions, charities and trusts.
Experienced in managing money for almost 200 years.
Managing or advising on over £3.69bn of assets as at December 2021.
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 172 billion, EFGI's shares are publicly listed on the SIX Swiss Exchange.
Established in 1834 in the West Midlands, our head office remains in Birmingham city centre.
Established by Nathaniel Lea in the West Midlands, as Birmngham's first stockbroker
Used as a stock exchange
Merger of Lea & Brooks with Harris Allday, and adoption of the Harris Allday brand
Stock exchange closed when trading moved online - business remains in Birmingham Stock Exchange building
Opening of the Bridgnorth office post 'Big Bang'
Opening of the Worcester office
Rebranded from Harris Allday Lea & Brooks to Harris Allday
Started managing bespoke discretionary portfolios
Purchased by EFG to create EFG Harris Allday
Worcester office relocated to Ombersley
London team recruited
Received the City of London Wealth Management Award for Central and Eastern England
Opening of the Shrewsbury office, relocating from Bridgnorth