Our team delivers intelligent strategies for thoughtful investors. We believe:
Managed accounts form the heart of our investment solutions, by virtue of being highly bespoke and flexible. With a strong focus on risk, we craft the right solution for each client, in order to meet their goals and risk tolerance.
Depending on what you are looking to achieve, our recommended investment solution could focus on a relatively limited range of asset classes (for example, cash and high-grade bonds to provide yield enhancement). However, many solutions will be multi-asset, blending a mix of three broad asset classes: equities, fixed income and alternative investments. We also offer a range of pure alternative strategies – for more information on these, please talk to your Client Relationship Officer.
Our multi-asset strategies aim to deliver the highest potential long-term returns by actively managing a diversified portfolio of assets, with a managed level of risk. They draw on three important elements:
The strength of our investment process, combined with the expertise of our multi-disciplined investment team, means that our managed accounts have a record of top quartile performance. Other benefits include complete transparency in relation to fees, as well as comprehensive and efficient account administration.
Managed accounts are typically available for clients with over $US 1 million in assets. We also offer dedicated investment solutions called Managed Fund Portfolios (MFPs) to clients with US$250,000.
For more information, please talk to you Client Relationship Officer.
Ours is a highly professional and multi-disciplinary team, drawn from a diverse range of backgrounds and cultures:
All our investment experts have strong analytical and problem-solving capabilities, but they also listen to clients and talk to them in language they understand. In this way, they seek to craft the right solution for each client.
We are a specialist investment team at the heart of EFG’s private banking service. Our professionals work hand-in-hand with Client Relationship Officers (CROs), crafting the right investment solution for each client.
We offer a range of bespoke, actively-managed investment solutions. These range from traditional equity and fixed income portfolios to sophisticated multi-asset strategies.
Our team of experienced investment professionals is international in scope, with offices in London, New York, Zurich, Geneva, Hong Kong, Singapore and Miami. Together, we manage approximately $9 billion for clients (end-April 2013).