EFG Asset Management
EFG Asset Management (EFGAM) is the investment arm of the EFG Private Bank Limited. EFGAM specialises in the management of internationally based investment portfolios, following a highly refined investment process, combining in-house asset allocation skills with the selection of leading external investment managers.
Through experience of private clients' return and volatility expectations, EFGAM are leaders in the integration of investment in hedge strategies into the management of conventional asset classes. Our products and services have been specifically designed with the aim of ensuring that clients gain the maximum benefit from a combination of our own asset allocation skills and the stock selection skills of leading external investment managers.
EFGAM clients' needs are wide ranging and extend well beyond conventional discretionary management services. We also provide a complete and integrated range of advisory and execution services from individual stock and fund selection, including tax-efficient products, to more sophisticated derivative instruments and structures as well as specialist and alternative investments.
Working with best in class providers for the benefit of our clients is fundamental to the EFGAM strategy. This has been achieved in a number of ways, for example, through using GAM for the provision of selected discretionary investment management services as well as the use of advisors in the management of segregated client mandates and New Capital Funds. By utilising third party providers EFGAM is able to focus specifically on macro and client-level asset allocation, supported by best in class manager and product selection.
EFG Funds List
New Capital Total Return Bond Fund USD
New Capital Total Return Bond Fund EUR
New Capital Total Return Bond Fund GBP
New Capital Equity Hedge Fund USD
New Capital Equity Hedge Fund EUR
New Capital Equity Hedge Fund GBP
New Capital All Weather Fund USD
New Capital All Weather Fund EUR
New Capital All Weather Fund GBP
New Capital Tactical Opportunities Fund USD
New Capital Tactical Opportunities Fund EUR
New Capital Tactical Opportunities Fund GBP
EFG Private Bank Limited Services
Discretionary portfolio management
Advisory portfolio management
Structured products
Stockbroking
Private banking business
Financial Planning
EFG Private Bank Limited is authorised and regulated by the Financial Services Authority in the provision of independent investment advice
