We manage bespoke portfolios on behalf of many clients, including individuals, families, charities, pension funds and trusts.
We provide a clear, personalised service, delivering our communication in a way which works for you. Whether our clients are seeking long term growth, an income later in life, or looking to pass their wealth to future generations, our bespoke investment solutions can be tailored to individual preferences and long-term objectives. Your investment strategy can be adapted to your changing personal circumstances.
Additionally, via EFG Private Bank, we can offer Banking Services such as Wealth Planning and Portfolio Loans.
Investment managers providing expert knowledge
years' experience on average
caring for our clients for nearly 200 years
Our Execution Only Service allows experienced investors to benefit from a range of specialist investment solutions.
| Item | Download |
|---|---|
|
Client Introductory Brochure PDF |
|
|
Terms and Conditions 2024 |
|
|
EFG Stocks and Shares ISA Brochure and Transfer Form |
|
|
EFG Junior ISA Application Form |
|
|
EFG Stocks and Shares ISA Application Form |
Learn more about our bespoke investment solutions.
