Investment Management.
EFG Harris Allday is a premier investment management firm with a rich history dating back to 1834. Leveraging global expertise and deep local knowledge, EFG Harris Allday offers comprehensive wealth management services tailored to individuals, charities, and professional advisors navigating dynamic financial markets. With a focus on providing flexible investment solutions, EFG Harris Allday caters to the unique requirements of High-Net-Worth clients.
Based in Birmingham, London, Ombersley, and Shrewsbury, EFG Harris Allday's team of Chartered Investment Managers brings a wealth of experience to every client relationship. Understanding that no two clients are the same, EFG Harris Allday delivers personalized recommendations designed to achieve specific financial goals. The primary address is 5th Floor, 103 Colmore Row, Birmingham, B3 3AG, GB. Additional locations include Beech House, Anchorage Avenue, Shrewsbury Business Park, Shrewsbury, Shropshire SY2 6FG, GB; Church Mews, Ombersley, Worcestershire WV16 4EJ, GB; and Park House, 116 Park Street, Mayfair, London, England W1K 6AP, GB.
EFG Harris Allday, wholly owned by EFG Private Bank Limited, benefits from the strength and stability of its parent company, EFG International, a global private banking group headquartered in Zurich, Switzerland. EFG International is listed on the SIX Swiss Exchange and operates in approximately 40 locations worldwide. EFG Harris Allday continues to build on its legacy of managing wealth across generations. We invite the management team at EFG Harris Allday to create a customized and exclusive company showcase and product listing on our platform.
Compare EFG Harris Allday with 3 companies in Investment-Management
| Comparison Field |
EFG Harris AlldayMain Company |
Financial AnalystsView Profile |
Orpheus PartnersView Profile |
Nottingham Advisors...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1981 | 2019 | |
|
Company Size
|
— | 2-10 | 2-10 | 2-10 |
|
City
|
Raleigh, North Carolina | London, England | Amherst, NY | |
|
Country
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United States | United Kingdom | United States | |
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Skills & Keywords
Comparing with main company
|
9 Total Skills
Investment Management
Wealth Management
Portfolio Management
Financial Advisory
High-Net-Worth Individuals
Chartered Investment Managers
Private Banking
Trust Portfolios
DFM
|
5 Total
5 Unique
Unique Skills:
Alternative Investments
Financial Advisors
Generational Transfer of Family Wealth (Tax Friendly)
Insurance Services
Retirement Income Planning
|
19 Total
19 Unique
Unique Skills:
Alternative Investments
Asset Allocation
ESG Investing
Fund Selection & Evaluation
Infrastructure Investment Opportunities
Investment Education & Training
+13
|
20 Total
20 Unique
Unique Skills:
12+ Years ETF Experience
Active Asset Management
Advisor
Advisor Services
Asset Management
Asset Manager
+14
|
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