EFG Harris Allday

Name

EFG Harris Allday

Legal name

EFG Private Bank Limited

Website

https://efgha.com

Company type

Private

Founded year

1834

Operating status

Operating

Headcount range

101–250 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industries

Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM), Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA), Tax-Advantaged Investing & Wrappers (ISA, 529, Insurance Bonds, etc.) (FSAAAAAL)

Keywords

• Discretionary investment management
• Wealth management services
• Private client portfolios
• Tax-efficient wrappers
• Charity investment management

Headquarters

HQ city

Birmingham

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Discretionary Investment Management: Recurring asset-based fees earned on bespoke portfolios where the investment manager takes day-to-day control of investment decisions, typically for clients with a minimum investment size of £250,000.
2. Advisory Investment Management: Fees charged on advisory portfolios where the manager provides recommendations but the client retains decision-making authority; available only with select investment teams.
3. Dealing Services (Advisory Dealing and Execution Only): Transaction-based fees for advisory dealing (where the manager provides investment recommendations) and execution-only services where the client self-selects trades and the firm handles execution and documentation.
4. Tax-Efficient Wrapper Products (ISA / JISA / SIPP / Offshore Bonds): Revenue derived from managing client assets held within tax-efficient wrappers such as Stocks and Shares ISAs (up to £20,000 annual allowance), Junior ISAs (up to £9,000), SIPPs (with external providers) and Offshore Bonds.
5. Banking and Ancillary Wealth Services: Cross-referral revenue from cash management solutions, lombard lending, wealth planning and portfolio loans delivered via EFG Private Bank, plus trustee training and networking events for charity clients.

Pricing tiers

Go-to-market motion4 records

Distribution channels5 records

Marketing channels8 records

Core offering

EFG Harris Allday provides bespoke investment management for individuals, families, charities, trusts and pension funds through three core service tracks: Discretionary Investment Management (where the investment manager takes day-to-day control), Advisory Investment Management (where the manager provides recommendations and the client retains control), and Dealing Services (Advisory Dealing and Execution Only). Portfolios are constructed using funds, investment trusts, equities, bonds, alternatives and property under a four-strategy risk-profiled framework, supported by the EFG eBanking digital platform, tax-efficient wrappers (Stocks and Shares ISA, JISA, SIPP-compatible wrappers, Offshore Bonds) and the firm's Inview monthly market insights publication.

Product overview

EFG Harris Allday operates a unified investment management offering centred on a single client proposition of bespoke portfolio management, rather than a platform-plus-modules architecture. The core services — Discretionary Investment Management, Advisory Investment Management, and Dealing Services (Advisory Dealing and Execution Only) — are delivered alongside the eBanking digital platform and its companion EFG Harris Allday Mobile Banking App, and are supported by tax-efficient wrappers (Stocks and Shares ISA, Junior Stocks and Shares ISA, and SIPP-compatible pension wrapper management) and specialist charity and trustee services. Portfolio construction is governed by an in-house Investment Committee using four core strategies (Defensive, Mixed, Diversified Equity, Equity Focused), drawing strategic asset allocation input from EFG Asset Management and tactical asset allocation from the in-house research team, with monthly market insights delivered through the Inview publication.

Differentiator

Problem solved

Functional benefit

Products and services

• Discretionary Investment Management Bespoke, fully-managed investment service in which a chartered investment manager takes control of the day-to-day management of the client's portfolio. Portfolios are constructed using funds, investment trusts, equities, bonds, alternatives and property, with investment exclusions and impact investing accommodated, and tax-efficient wrappers such as ISAs, SIPPs and Offshore Bonds utilised. Available to individuals, families, charities, trusts and pension funds typically from a £250,000 minimum investment size.
• Advisory Investment Management Collaborative investment service where the in-house research team provides recommendations aligned to the client's objectives and attitude to risk, while the client retains control of investment decisions. Available with select investment teams at EFG Harris Allday.
• Dealing Services (Advisory Dealing and Execution Only) Two sub-services for experienced investors: Advisory Dealing, where a dedicated investment manager provides advice and recommendations on request with the client managing suitability, and Execution Only, where the investment manager oversees and documents client-selected trades based on the client's own research.
• EFG eBanking Platform Secure online banking platform (desktop and mobile) powered by EFG International that lets clients check account balances, view portfolio breakdowns and analyse asset information, and includes SecureMail for exchanging encrypted emails and documents with the investment manager. Available via web, App Store and Google Play, secured by SSL 128-bit encryption, EV certificates, two-factor authentication and 20-minute session timeout.
• EFG Harris Allday Mobile Banking App Mobile companion to eBanking that enables clients to verify recent transactions and monitor portfolio information on the move, available via the App Store and Google Play.
• Stocks and Shares ISA Tax-efficient investment wrapper allowing clients to invest up to £20,000 per tax year free from capital gains tax on profits and free from tax on dividends and bond income, with the option to consolidate existing cash or Stocks & Shares ISAs from other providers into the EFG Harris Allday account.
• Junior Stocks and Shares ISA (JISA) Junior ISA allowing parents and guardians to invest up to £9,000 per tax year tax-free on behalf of a child until they turn 18, with bespoke portfolios built to grow alongside the child.
• SIPP and Pension Wrapper Investment Management Investment management and dealing services usable with a number of external SIPP providers to manage money within a pension wrapper. EFG Harris Allday does not provide in-house pensions or pension advice.
• Charity and Trustee Investment Management Bespoke investment solutions for charity clients and trustees, including discretionary and advisory portfolios aligned to the charity's investment policy statement, ESG considerations, ethical constraints, income requirements and cash management solutions, plus trustee training events.

Quantifiable outcome

• £3.11bn Assets Under Management as at end December 2025
• +2 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature5 records

Partnerships

Nine partnerships are on record, tiered core, minor and flagship.

• EFG Asset ManagementcoreStrategic or Co-development PartnerEFG Asset Management provides strategic asset allocation input to EFG Harris Allday's investment committee, which is enhanced by short-term tactical asset allocation. The partnership enables EFG Harris Allday to leverage the broader group's investment views in constructing bespoke client portfolios.
• Asset Risk Consultants (ARC)coreImplementation/ SI/ Consulting PartnerARC provides independent investment consulting, manager research and performance reporting to private clients, charities, family offices and professional trustees. EFG Harris Allday uses the ARC Private Client Indices (PCI) as the peer-group benchmark for measuring strategy performance and has received the ARC 3D Award multiple consecutive years.
• The King's Trust (formerly The Prince's Trust)coreOthersEFGIUK has become a Patron of The King's Trust and committed to a three-year partnership. Activities include volunteering days, sporting challenges and fundraising opportunities across London, Birmingham and Shrewsbury, supporting young people aged 11-30 facing adversity through education, employability and enterprise programmes.
• Sinfonia Smith Square (Southbank Sinfonia)coreOthersEFG has been the Principal Partner of Sinfonia Smith Square for over 15 years. Each year the partnership hosts an exclusive seasonal concert (e.g. December 2024 event at The Grand Hotel, Birmingham) and supports the development of 34 young professional musicians.
• Charles Russell Speechlys LLPminorImplementation/ SI/ Consulting PartnerCo-host of the Cheltenham trustee training session (September 2024), with Sarah Rowley, Charities Not-for-Profit and Philanthropy Lawyer, presenting on Governance and the Charity Governance Code at their Cheltenham office.
• Charity IntelligenceminorGTM or Marketing PartnerCo-founder Guy Davies co-hosts trustee training sessions with EFG Harris Allday across Newmarket, Cheltenham, Shrewsbury and London, presenting on Introduction to Charity Intelligence and professional support for trustees.
• Shakespeare MartineauminorImplementation/ SI/ Consulting PartnerCatherine Rustomji, Head of Charities and Not for Profit at Shakespeare Martineau, co-hosted the September 2024 Birmingham trustee training (afternoon session) alongside Rupert Cecil (EFG Harris Allday's Head of Charities and Philanthropy).
• Financial Conduct Authority (FCA) and Prudential Regulation Authority (PRA)flagshipOthersEFG Harris Allday is operated by EFG Private Bank Limited, authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority (registration 144036) and the PRA. EFG Private Bank Limited is a member of the London Stock Exchange and is covered by the Financial Ombudsman Service and FSCS.
• Chartered Institute of Securities and Investment (CISI)coreOthersEFG Harris Allday holds CISI Chartered FirmTM status, awarded by the Chartered Institute of Securities and Investment, evidencing professional standards across the firm.

Scale indicators8 records

Recent moves10 records

Expansion highlights5 records

Market position

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/efg-harris-allday

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about EFG Harris Allday