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 14 April 2025

Wall Street sees wild week fuelled by tariffs

Global markets were again rocked by tariff uncertainty in a volatile week of trading.

Research Team

2 min read

Market insights 08 April 2025

Trump tariffs spark chaos

On Wednesday President Trump outlined the latest tariffs, in what he dubbed “Liberation Day”; however the tariffs were applied to a broader range of countries and at higher rates than had been expected, prompting a sharp market reaction.

Research Team

2 min read

Market insights 07 April 2025

Global Market Review – March 2025

Worries that plagued US equity markets in February spread to other areas throughout March, as concerns intensified over the potential impact that President Trump’s reciprocal trade tariffs might have on the global growth and inflation outlook.

Adam Huitson

3 min read