Discretionary Investment Management

A bespoke investment portfolio tailored to individual requirements.

Dedicated to your portfolio and investment goals

Our discretionary service is designed for clients seeking long-term growth and financial freedom. We pride ourselves on delivering a personal service. Your relationship with EFG Harris Allday will always be with the investment manager, and the team responsible for managing your portfolio.

An experienced investment manager will take control of the day-to-day management of your investments, allowing you to focus on your personal goals. Our bespoke portfolios are as individual as our clients. Your portfolio will be tailored to suit your long-term goals, whilst considering your personal preferences – such as impact investing opportunities and investment exclusions (i.e tobacco, arms).

Personalised investments

Our team of chartered investment managers carry out thorough market research, selecting how much and when to invest. Each manager has access to a wider administrative support team, and an in-house research team, undertaking thorough due diligence before providing a list of what we deem to be 'best in class' funds. Investments are chosen in line with a client’s agreed strategy, attitude to risk and personal preferences.  

Although we do not offer tax advice, we often use ‘wrappers’ to provide investments with a level of protection from tax. These include ISAs, SIPPs and Offshore Bonds. We also partner with solicitors, financial advisers and accountants where required. 

Understanding discretionary investment management

Discuss your options with an experienced professional.

Contact us
  • EFG Harris Allday
    33 Great Charles Street - Birmingham B3 3JN
  • 0121 233 1222

Market updates

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