Advisory services

Finding the right combination of investments for you

EFG advisory services are targeted at investors who prefer to make their own investment decisions. Our experts will be at your side – providing recommendations on the right moves to make.

Especially in periods of increased market volatility and uncertainty the market trends are difficult to predict. The professional approach and customized specialist advice on the management and diversification of your assets applied by EFG, can help you to take the right decision.

Depending on your needs, you can also have access to our investment specialists who can develop a customized solution. Our specialists constantly offer new investment opportunities as well as opinions on your own investment strategies.

Using a process of monitoring and selection, you can reach decisions based on precise information and well-timed proposals. Our careful analysis of your risk profile and investment objectives helps you to address risks and make the most of the opportunities that arise in conjunction with your predefined risk/return objectives.