Client Introductory Brochure PDF
Terms and Conditions 2022
EFG Stocks and Shares ISA Brochure and Transfer Form
EFG Junior ISA Application Form
EFG Stocks and Shares ISA Application Form
Investment Management for Individuals
We manage bespoke portfolios on behalf of many clients, including individuals, families, charities, pension funds and trusts.
Our friendly team hold a deep level of expertise, allowing them to navigate client goals through the changing financial markets
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
Important information for individuals
Develop your investment strategy with an experienced investment manager
Learn more about our bespoke investment solutions.