Directory of UK Wealth Managers

Find independent information about investment managers and private banks in the UK

Directory of UK Wealth Managers​

Find independent information about investment managers and private banks in the UK

List of Companies

EFG

  • Min. account size

    £1,000,000
  • Company type

    Private Bank
  • Ownership

    Part of a listed group
  • Size of wealth manager

    Medium
  • Size

    Global
  • Founded

    1834

EFG Factfile

EFG Private Bank is part of EFG International, a global private banking group headquartered in Zurich, Switzerland. EFG International operates in around 30 locations worldwide, and its shares are listed on the SIX Swiss Exchange. EFG Private Bank Limited is the UK-based private banking arm of EFG International, with subsidiaries in Jersey and Guernsey. Our activities encompass banking and credit, financial planning, investment management, offshore trust and company formation and management.

Contact person Relationship manager
Fee structure Annual fee
Min. account size £1,000,000
Contact person Relationship manager
Portfolio types Model & bespoke
Composition Fund, direct, tracker, mixture, ethical
In-house service
Pension advice
Tax efficient investments
How we charge Within account fee
Portfolio lending
Mortgages (residential)
Typical minimum mortgage
Other finance
Online dealing
Timezones
Margin accounts
Retail banking
Ethical investing
Philanthropy

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