EFG Harris Allday
With over 175 years of investment experience, EFG Harris Allday have a team of 20 Investment Managers across offices in Birmingham, London, Ombersley and Shrewsbury, with an average of 19 years’ experience, supported by an in-house research team.
EFG Harris Allday manage over £3.45 billion AUM (as of March 2021), offering bespoke Discretionary and Advisory Investment management for private clients, families, charities, pension funds and trusts.
Our priority is to work with you to provide the best investment outcome for your clients. Our Investment Managers aim to build long term professional relationships and will work to understand your individual clients’ objectives, to create a bespoke portfolio tailored to their needs.
Discretionary Investment Management Service
Advisory Investment Management Service
Advisory Dealing Service
Execution Only Service
We also offer supporting services:
Charity Portfolio Management
Tax Efficient Investments, such as ISAs, Pensions and Offshore Bond Wrappers
The Practical Solution
DD|hub provides a practical framework for advisers to use in the due diligence part of their provider selection. We do not force you to use a standardised questionnaire nor do we have a proprietary selection process that we make you use.