Growing your wealth

Strategically securing your financial future.

Taking steps towards financial freedom

Growing your wealth can provide greater financial freedom, a sense of security, and more time to focus on achieving your personal aspirations. Investing can help to protect the value of your money, whilst seeking opportunities for growth in the long-term.

We believe that strong, personal relationships are at the heart of investment management. By truly understanding your goals, we can put strategic plans in place to preserve and grow wealth on your behalf. Our extensive experience also enables us to successfully guide you through ever changing financial markets, providing peace of mind about your financial future.

The team managing your money

Our investment managers are supported by an in-house research team, providing extensive market research and fund recommendations. Whether you are an experienced investor, or starting out on your journey, our investment management team are dedicated to timing the market and maximising investment opportunities in line with your attitude to risk. We also provide a range of tax efficient solutions to manage your money, minimising exposure to Inheritance Tax (IHT), Capital Gains and taxable income.

Our investment solutions

Discretionary investment management

Your investment manager will take responsibility for the day-to-day management of your investments, in line with your objectives.

Learn more about discretionary investment management

Advisory investment management

Benefit from guidance and expert advice whilst taking greater responsibility in your investment decisions.

Learn more about advisory investment management

Advisory dealing and execution only

Providing experienced investors the responsbility and day-to-day management of their investments.

Learn more about dealing services

Contact your local team

Speak to one of our investment managers to discuss your options.

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

Latest news and insights

Find our latest news and insights, featuring updates from our investment managers and the research team.

Learn more

Market insights 30 September 2024

Chinese equities see best week since November 2008

Beijing unleashed a number of measures in a bid to shore up its flagging economy. Measures included the People’s Bank of China trimming its seven-day reverse repo rate from 1.7% to 1.5% as well as cutting the medium-term lending facility rate from 2.3% to 2.0%, plus a RMB 800 billion lending pool for capital markets.

Research Team

2 min read

Market insights 24 September 2024

Dow Jones ends week at record high

Central bank meetings fuelled market moves for the week. On Wednesday the Federal Open Market Committee (FOMC) concluded its two-day policy meeting, kicking off its rate cutting cycle with a 50bps reduction in its interest rate.

Research Team

2 min read

Market insights 16 September 2024

Global equities bounce back from previous week’s sharp losses

Following the previous week’s equity market sell-off, stocks bounced back with inflation and central banks in focus.

Research Team

2 min read