Spear’s Review

A senior portfolio manager at EFG Private Bank, Callan Woodcock describes himself as a ‘tenacious, goal-oriented individual with international experience, a focused work ethic and solid integrity’.

Having joined the firm in 2014, Woodcock has a great deal of experience in portfolio management, equity trading, investment strategies, financial advisory, inflation-indexed bonds and calculating financial risk for his HNW clients. 

The CFA charter holder says that he has a ‘proven ability to establish and strengthen multi-asset fund mandates, both discretionary and advisory’. He graduated from the University of Pretoria with a degree in investment management in 2009.

Adviser Profile

With over 15 years of experience in wealth management, Callan Woodcock has been a key member of EFG since 2014. Previously, he managed portfolios for private clients at Barnett Waddingham Actuaries & Consultants LLP.

At EFG, we distinguish ourselves as a dedicated private bank, offering personalised, institutional-quality service without categorising clients by wealth. Our focus is on long-term relationships and customisable investment solutions, ensuring we meet the unique needs of each client.

In these uncertain times, Callan believes in the importance of strengthening relationships with clients, providing them with trusted advice and exceptional support and guidance.