Index

HNW Wealth Managers

Location

London

Advice type

Investment

Investment management

Portfolio management

Client Types

HNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Hilary Wakefield

Spear’s Review

Hilary Wakefield started at EFG Asset Management in 1999; he was brought in to develop and broaden the foundations of its investment management approach.

Having originally developed the stock-picking programme, he went on to develop the asset allocation process. He is currently head of UK investments, having previously been head of portfolio management.

He has over 30 years’ experience in the investment management business, and has worked for Schroders and Lloyds Bank, among others. He 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

Top Recommended 2024, HNW Wealth Managers

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