Advisory Solutions

We are always at your side – offering professional advice that is tailored to your specific needs

We believe that professional advice and tailored offerings are the key elements of every successful investment strategy. That is why the EFG Advisory Solutions approach is to consider all aspects of your financial needs and objectives before providing you with tailored investment advice.

Your Client Relationship Officer and Investment Counsellor will, depending on your needs, leverage EFG’s investment capabilities and expertise to offer you high-quality advice across all asset classes. In addition to risk management advice, a critical factor in the management of your portfolio, our state-of-the-art portfolio monitoring and reporting tools will ensure you stay informed and in full control of your investment decisions.