Company
Position
Head of department
Index
HNW Wealth Managers
Location
London
Advice type
Investment
Investment management
Portfolio management
Client type
HNW
Sector Focus
Financial Services
Investments and Asset Management
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.
Rank: Top Recommended

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