Dealing Services

Flexible support requirements for experienced investors

Empowering you to take control

You know how to manage your investment portfolio. When it comes to seeking expert advice, ensuring trades are executed and documentation is handled, you can tap in to the support of your dedicated investment manager.

Advisory dealing service

Our advisory dealing service allows a dedicated investment manager to provide investment advice and recommendations on request. You will be responsible for the suitability and management of your portfolio.

Execution only service

An execution only service is suited to experienced investors. An investment manager will oversee your chosen trades and handle documentation on your behalf. Investments are selected and timed by an individual, based on their own research.

Begin your investment journey with EFG Harris Allday

A member of our team will be in touch.

EFG Harris Allday
5th floor
103 Colmore Row - Birmingham B3 3AG
0121 233 1222

Market updates

Clients can keep up to date with our latest market updates.

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Infocus 09 September 2024

Post-summer thoughts on the US Presidential election

Now that Labor Day has passed in the US, markets will become ever more influenced by shifts in the perceived probabilities regarding who will win.

8 min read

Inview 06 September 2024

Global House View and Investment Perspectives – September 2024

The global equity market rally continued in August, with the MSCI World All Countries index rising 2.6% in the month.

8 min read

Infocus 02 September 2024

What can we learn from SNB interest rate setting 2021-24?

A little more than two years have passed since the Swiss National Bank (SNB) started to raise interest rates after having kept them at -0.75% for seven years.

8 min read