Why charities choose EFG Harris Allday
- Bespoke offering - we recognise that every charity is unique and our team will discuss your needs and objectives as a starting point of any conversation. We will then build a solution that is customised for you
- Flexibility - when we work with our charity clients, we start by considering your investment policy statement. We will work with you to identify your investment objectives, taking in factors such as your risk tolerance, requirement for income, any ethical considerations and investment restrictions
- Investment expertise - our investment services are forward thinking, bespoke and award winning. Our environmental, social and governance (ESG) research can help our clients to meet their objectives in a responsible manner
- Service reporting - Your team are on hand to help to ensure this is timely, transparent and competitively priced. Clients and their advisers can also access their portfolios online
- Partnership - we offer our clients much more than investment management. We can provide cash management solutions, lombard lending, advisory and execution only services. Our team are available to provide trustee training if required. We also host regular networking events which are available to our trustees
