Whether you have clients who require a full wealth management service, or you want a partner you can trust to manage particular elements, we can help.
From understanding the concerns and requirements of you and your clients, to identifying how we can best support you, we start by conducting a detailed discovery to ensure we’re all on the same page. We then draw objectively on the best products and services in the market, complemented by the wide range of managed strategies and specialist funds EFG Asset Management can provide.
And we provide a single, continuous point of contact so you can introduce clients with confidence. A professional of the highest calibre, who works hard to represent the interests of clients, at a private bank committed to providing outstanding service.