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 expertise knowledge

years' experience on average

1834

caring for our clients for nearly 200 years

Take control of managing your own investments

Our Execution Only Service allows experienced investors to benefit from a range of specialist investment solutions.

Dealing services

Important information for individuals

Item	Download
Client Introductory Brochure PDF	PDF
Terms and Conditions 2022	PDF
Stocks and Shares ISA Brochure and Application Form	PDF
Stocks and Shares JISA application Form	PDF
Individual Savings Accounts Form	PDF