Advisory Solutions

At your side – providing you with professional and tailored advice at every step

We believe that professional advice and tailored offerings are the key elements of every successful investment strategy. That is why the EFG Advisory Solutions approach is to consider all aspects of your financial needs and objectives before providing you with tailored investment advice. And, depending on your needs, your Client Relationship Officer and Investment Counsellor leverage EFG’s investment expertise to offer you high-quality advice across all asset classes.

We offer full access to EFG’s global investment capabilities and investment universe at all times, and our state-of-the-art portfolio monitoring and reporting tools ensure you stay informed and in full control of your investment decisions.

You also receive advice on risk management, as this is one of the most important factors in successful portfolio strategies.