EFG Asset Management (UK) Limited
Overview
EFG Asset Management (UK) Limited is a UK-based asset management firm offering investment solutions and services to clients in the United Kingdom. The firm provides a wide range of actively managed, high-conviction, global, regional, and specialist investments for private clients, financial intermediaries, and institutional clients worldwide. As of 31 December 2024, EFG Asset Management (UK) Limited managed approximately $7.9 billion in assets under management. The firm's investment approach is characterized by a balance of discipline and flexibility, with a culture of independent thinking within a disciplined environment. EFG Asset Management (UK) Limited bases its high-conviction recommendations on robust research methodologies and incisive analysis, developing its own range of proprietary funds, the New Capital Funds. The firm believes that a dynamically managed multi-asset portfolio can achieve consistent long-term positive returns over time. EFG Asset Management (UK) Limited is authorized and regulated by the UK Financial Conduct Authority, registered no. 536771.
Investment Focus
- Accredited investors only
- Compliance with local regulations
Portfolio Companies
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Unlock full contacts →Frequently asked questions about EFG Asset Management (UK) Limited
What sectors does EFG Asset Management (UK) Limited invest in?
EFG Asset Management (UK) Limited invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in England, United Kingdom. EFG Asset Management (UK) Limited is listed as a institutional investor in the ConnectSafely investor database.
What stage does EFG Asset Management (UK) Limited invest at?
EFG Asset Management (UK) Limited backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does EFG Asset Management (UK) Limited invest in?
EFG Asset Management (UK) Limited invests across United States, United Kingdom, Hong Kong, Japan, Australia and Singapore.
What companies has EFG Asset Management (UK) Limited invested in?
EFG Asset Management (UK) Limited's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
Last updated · Source: ConnectSafely investor database
