Since joining EFG Harris Allday in 2019, George has progressed from the role of Investment Assistant to Director, managing money on behalf of private clients, trusts and charities.
As a Chartered Member of the Chartered Institute for Securities & Investment, and a Chartered Financial Planner, George’s expertise has furthered relationships with both our private clients and intermediaries.
George sits on the EFG Harris Allday Investment Committee, supporting the decision making of our strategic and tactical asset allocation. He also sits on the EFG Harris Allday Investment Selection Committee, which analyses specific investments to decide whether they should be included or removed from our Core and Tactical lists.
Since 2019 George has helped to establish EFG Harris Allday’s presence in London, and we are delighted to celebrate his latest achievements. Congratulations George!
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