Midlands Enterprise Awards 2021

82 | Midlands Enterprise Awards 2021 By managing investments for a multitude of clients, across private and professional backgrounds, its investment experts have a deep understanding that everyone will have different needs. The company understand how important it is to invest for growth, invest for income, plan for retirement, protect wealth, invest tax efficiently, and share wealth with future generations. Due to EFG Harris Allday’s long-established reputation and hard work, it has stood strong throughout the last 18 months of the pandemic. “With the impact of COVID, we have been more determined than ever to stay true to our values and work tirelessly to reassure our clients that their assets are in the best possible hands,” James shares. For the future, EFG Harris Allday plans on keeping its core values at the forefront of its services; as its core values all revolve around the customer-facing relationships that it has, its investment managers have the right amount of expertise, commitment, and determination to give a valuable service to its clients. Contact: James Isaacs Company: EFG Harris Allday Telephone: 0121 233 1222 Web Address: www.efgha.com For the best investment management, EFG Harris Allday provides a simple and secure avenue for all of its clients. Here we speak to its Head of Business Development, James Isaacs, to find out more about its background and current success as it wins Best Investment Services Company 2021 and Client Service Excellence Award 2021 at the Midlands Enterprise Awards 2021. Founded in 1834 in the West Midlands, Harris Allday is the investment management division of EFG Private Bank Limited. It has a rich history and extensive background that allows it to help a wide variety of clients on a daily basis. The company’s aim is to preserve and grow its clients’ wealth for a clear and stable financial future. Its Head of Business Development James Isaacs tells us that “EFG Harris Allday has a team of 20 Investment Managers across our offices in Birmingham, London, Ombersley, and Shrewsbury, with an average of 19 years’ experience.” With a team of highly experienced staff, EFG Harris Allday offers the best advice on the market so clients can trust that they are getting the most out of the service that it offers. “Our staff receive regular internal training, allowing for continuous growth whilst being able to cater for a range of clients,” James shares. Staff members have each clients’ requirements and wishes in the forefront of their minds so that they may offer only the best advice and help for each case. In 2006, Harris Allday was acquired by EFG Private Bank Limited, which is a subsidiary of EFG International, a global private banking group based in Switzerland. With EFG International operating in around 40 locations worldwide, its experience reaches far and wide. Best Investment Services Company 2021 & Client Service Excellence Award 2021 As it understands that each client will have a different individual goal, EFG Harris Allday has the ability to offer a tailor-made management service that will aid them throughout the entire investment process. Its services include Discretionary and Advisory Investment Management for individuals, families, charities, pension funds, and trusts. Jul21297