EFG Harris Allday

Spear’s Review

EFG Harris Allday provides bespoke investment management solutions on behalf of HNW clients across the UK, managing assets of £2.9 billion as of end-December 2023. 

Established in 1834 in the West Midlands – its head office is still in Birmingham – the firm was acquired by EFG Private Bank in 2006 and is wholly owned by Swiss private bank EFG International. 

EFG Harris Allday clients can access a discretionary investment management service; an advisory investment management service; an advisory dealing service; and an execution-only service. The investment process is overseen by an in-house investment committee, and 19 investment managers provide expert knowledge. EFG Asset Management provides input regarding strategic asset allocation.