Hilary Wakefield

Spear’s Review

Hilary Wakefield started at EFG in 1999; he was brought in to develop and broaden the foundations of the firm’s investment management approach.

Having originally developed the stock-picking programme, he went on to lead the asset allocation process and is currently head of portfolio management in the UK. Wakefield brings over 35 years’ experience in investment management to the role; he also held positions at Schroders and Lloyds Bank, among others, before joining EFG.

Wakefield believes EFG’s strength lies in having the flexibility to think outside the box and execute in the most efficient way possible with a view to capitalising on the investment rationale and minimising associated costs.

Adviser Profile

Hilary Wakefield has over 35 years of investment management experience and has been with EFG since 1999. As Head of Portfolio Management (UK), Hilary is dedicated to delivering quality advice and effective investment solutions, and fostering strong client relationships.

He believes personalised service is crucial, especially in uncertain times. At EFG, every client benefits from a dedicated investment manager and a bank relationship officer, ensuring tailored support and personalised guidance.

Hilary is proud to have contributed to the development and refinement of EFG’s investment offerings, witnessing the firm’s growth and client satisfaction over the past 25 years.