Our approach

We believe that strong, personal relationships are at the heart of investment management.

Guiding you throughout your investment journey

We understand that clients have varying requirements and goals when it comes to investing. Your investment manager will meet with you to discuss your objectives and build a strategy in line with your investment time horizon and attitude to risk.
Our aim is to preserve and grow our clients’ wealth, providing peace of mind about your financial future.

Investment solutions designed to meet your goals and objectives

Saving for retirement

Investment solutions designed to generate additional income or continue growing your current pension pot.

Find out more about saving for retirement

Saving for children

Start early with a JISA account to support your child's journey into adulthood.

Find out more about saving for your children

Growing your wealth

We provide tax efficient solutions, minimising exposure to IHT, Capital Gains and taxable income.

Find out more about growing your wealth

Passing on your wealth

Working alongside third parties whilst providing tax-efficient investments to reduce exposure to IHT and Capital Gains Tax.

Find out more passing on your wealth

Meeting your trustee obligations

Develop a bespoke investment strategy in line with your charity's ethos.

Find out more meeting your trustee's obligations

Insights and updates

Keep up to date on our latest market insights, and find out more about our company updates in our news page.

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Market insights 05 June 2023

Non-farm payrolls report lifts US stocks

In a holiday-shortened week, Wall Street posted solid gains with the rally broad-based.

Research Team

2 min read

Market insights 30 May 2023

Surge in Nvidia helps lift Nasdaq to fifth weekly gain

Investors remained on edge for a lot of the week as the deadline for the US to avert default loomed.

Research Team

2 min read

Market insights 22 May 2023

Japan’s Nikkei hits 30 year high

The main catalyst of the week was sentiment around the US debt ceiling. The S&P 500 and Nasdaq managed to touch their highest levels since August 2022 on Thursday, advancing as President Joe Biden and Republican House Speaker Kevin McCarthy signalled that a deal to avert default was doable.

Research Team

2 min read

Developing your investment strategy

An experienced investment manager will work with you to develop a bespoke strategy, in line with our investment process.

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Start a conversation

EFG Harris Allday
33 Great Charles Street - Birmingham B3 3JN
0121 233 1222