EFG in Ombersley

Wherever you are in the world, you are never far from one of our experts

EFG Harris Allday

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Our approach

At EFG, we are there for you, whenever and wherever you need us. It’s why we operate in 40 locations worldwide, to make sure we’re never too far away. We take the time to truly understand your needs and we think ahead to ensure that the next steps we take always lead in the right direction – to your success. By giving our CROs the freedom to make smarter choices for each individual client’s needs, you’ll experience private banking that is uniquely built around you.

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Financial Place

EFG Harris Allday is the investment management division of EFG Private Bank Limited, part of the EFG International group, a global private banking and investment services group headquartered in Zurich, offering private banking and asset management services in around 40 locations worldwide.. With a history spanning over 175 years, Harris Allday was founded in 1834 in the West Midlands where our head office remains today in the former Stock Exchange Building in Birmingham. 

In 2006, we were acquired by EFG Private Bank Limited, subsidiary of EFG International, a global private banking group based in Switzerland. EFG International operates in around 40 locations worldwide and its shares are listed on the SIX Swiss Exchange.

Our Services include Discretionary and Advisory Investment management for individuals, families, charities, pension funds and trusts. Whoever the client, we spend time discussing investment goals.

Key market features

Bespoke portfolio building

We have a centralised, robust investment process, that allows the Investment Managers to build truly bespoke portfolios, tailored to an individual requirement. Client portfolios are managed by a team of 21 experienced Investment Managers and 2 Research Specialists, based in Birmingham, London, Ombersley & Shrewsbury.

Wide reach and expertise

Via EFG Private Bank we can also offer financial planning, banking and portfolio loan services.

Your assets are in good hands

Discretionary and advisory assets under management of over £3 billion.