Products and services

  • Banking and treasury

    All our services are offered through a dedicated point of contact (your Client Relationship Officer).

    We provide a full private banking service to a wide range of international clients with varying requirements. Our banking facilities include current accounts, debit & credit cards, and term deposits.

    Treasury services comprise foreign exchange (spot and forward); vanilla and exotic foreign exchange options; interest rate derivatives and yield enhancement strategies (also known as dual currency deposits) which can provide higher yield potential compared to conventional money market instruments. Our Treasury team provide clients directly with foreign exchange and market trend advice if required.

    We provide structured deposits with returns linked to currencies, interest rates or equity indices including bespoke products for clients with specific needs.

    Our banking facilities can be provided from EFG Private Bank in London (onshore) or from EFG Wealth Solutions in the Channel Islands (offshore) depending on client requirements and tax considerations, in all major currencies.

  • Credit

    All our services are offered through a dedicated point of contact (your Client Relationship Officer).

    The provision of secured credit is a central element of our client offering. The amount that we will lend is dependent on the type of collateral against which the loan is secured. Acceptable collateral includes cash, bank guarantees, gilts, bonds, equities, managed funds, hedge funds and property.

    We offer a range of mortgage and property finance solutions for periods of up to five years. Predominantly we will lend against UK residential real estate (occasionally high-grade office properties) in the Greater London area, as well as certain other select regions. We also have the ability to arrange property finance in other exclusive European locations.

    Also available are a range of financing facilities which can be used to help construct an investment portfolio. They are secured by diversified portfolios of liquid, marketable collateral.

    The main types of credit facility which we can provide are overdrafts, fixed-term loans and bridging loans to finance the funding gap between asset purchases and sales.

    Further services include bank guarantee issuance facilities (on behalf of clients in favour of third parties) and foreign exchange margin trading.

    Our credit facilities can be provided from EFG Private Bank in London (onshore) or from EFG Wealth Solutions in the Channel Islands (offshore) depending on client requirements and tax considerations, in all major currencies.

  • Asset management

    All our services are offered through a dedicated point of contact (your Client Relationship Officer).

    We provide asset management services through our specialist asset management team, adopting a highly refined investment process which combines in-house asset allocation abilities with the skills of external investment managers. Clients can be confident that our professionals are equally adept dealing in the complexities of alternative investments such as hedge funds as they are with managing more conventional asset classes.

    We have extensive experience in understanding the aims of private clients, and shaping investment philosophy around expectations of return and volatility. We know our clients have multi-faceted requirements and our asset management team therefore provides a range of services, including discretionary portfolio management, client advisory and execution only facilities. Through these services, our team offers individual stock and fund selection (including tax-efficient products), investment in specialist and alternative securities, and exposure to more sophisticated derivative instruments and structures.

    We also offer stockbroking services and bespoke fund management services through our division EFG Harris Allday, headquartered in Birmingham. The firm traces its origins back to 1834 and offers investment advice, portfolio trading and discretionary fund management across UK and overseas markets, including transactions in UK-traded options. For more information please contact EFGHAinvestments@efgha.com.

    Our team works closely with a carefully-selected range of third-party advisors and investment management providers to achieve the greatest benefit for our clients, which in turn enables us to focus on asset allocation at both macro and client level. In addition in-house funds are offered through our New Capital fund range.

    Our investment services can be provided from EFG Private Bank in London (onshore) or from EFG Wealth Solutions in the Channel Islands (offshore) depending on client requirements and tax considerations, in all major currencies.

    Note: the value of investments may fall as well as rise, and you may not get back the amount originally invested.

  • Fiduciary services

    All our services are offered through a dedicated point of contact (your Client Relationship Officer).

    Trust & Corporate solutions

    We provide offshore-based wealth planning solutions through our subsidiary, EFG Wealth Solutions. EFG Wealth Solutions is headquartered in Jersey, a leading international finance centre with a strong pedigree of stability and expertise, and can trace its origins back to the first half of the twentieth century. Our Singapore office also offers a complete range of offshore services.

    A professional, personal and client focused service is provided through our operating vehicle, EFG Trust Company, in the management, protection and accumulation of private client wealth and the operation of corporate structures such as special purpose vehicles, holding and private investment companies and employee remuneration trusts. It does so by the creation, administration and management of trusts, companies and private foundations utilising the most relevant, and appropriate, jurisdictions.

    Fund Administration

    Administration, accounting and trustee services are offered to institutional clients and private investors through EFG Fund Services, a subsidiary of EFG Wealth Solutions. We provide a full range of fund administration services for both closed and open-ended funds structured as companies, unit trusts, limited partnerships or incorporated cell companies.

    The specialist funds operated range from private structures to listed vehicles with the underlying asset classes mainly comprising real estate, private equity and alternative assets.

    EFG Wealth Solutions is a member of the Channel Islands Stock Exchange and can arrange listings and ongoing administration for funds and investment vehicles.

For further information on our fiduciary services please visit www.efgoffshore.com.