Company description

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 £3.59 billion AUM (as of September 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.

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Services available

Discretionary Investment Management Service

Advisory Investment Management Service 

Advisory Dealing and Execution Only Services 

Execution Only Service

 

We also offer supporting services: 

Trust Services

Charity Portfolio Management

Tax Efficient Investments, such as ISAs, SIPPs and Offshore Bond Wrappers