About-us

E.F.I. is an independent investment manager offering a full range of services for a wide selection of clients – both private and professional.

Realizing People's Purpose

As responsible stewards of capital, we are committed to helping others achieve what matters most to them. Our purpose is underpinned by four core values 👇

Clients

To build lasting relationships by listening to and partnering with our clients, consultants, and advisers to support their individual circumstances and objectives.

Employees

To look after and support our employees’ progression including their physical and mental wellbeing as well as encourage and enable their professional development.

Shareholders

a close-up of a screen

To foster a corporate culture that promotes the sustainable long‐term success of the company, encourages achievement of group objectives and ensures high governance standards.

Society

To contribute to society in a positive and meaningful way both through our investment decisions and our actions.

Our approach to investing

On-the-ground, global fundamental research is the foundation of our investment approach. Located in the United States, Europe, and the Middle East, our investment professionals collaborate on detailed fundamental analysis integrating knowledge across regions, sectors and asset classes to arrive at unique insights. We empower our investment teams to make independent investment decisions, and we support them with global research capabilities and a strong operations infrastructure. This model allows our teams to focus on what we do best: invest your capital. Risk management is integral to our portfolio construction. Our independent global risk management team provide objective monitoring of all our portfolios to ensure our investment teams understand the balance of risk and return and our investment strategies deliver their expected pattern of performance. ESG considerations, including a company's governance policies and board structure, environmental practices, and labor policies, can affect a security's valuation and financial performance. Therefore, our investment professionals integrate ESG analysis into their research and decision-making processes.

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Our mission

To generate strong, risk-adjusted investment returns from opportunities arising from the transition to a more sustainable economy for clients with a medium to long-term horizon.

To make a contribution to the development of a sustainable society, particularly by supporting or undertaking relevant research and engaging or collaborating with others.

To provide a stimulating, collaborative and supportive work-place for our staff.

Our Culture

At E.F.I., we pride ourselves in balancing the feel of a small firm with the scale of a large global organization. Our entrepreneurial culture and flat management structure foster an environment in which good ideas can take flight, no matter where they come from.

E.F.I. was built on the premise that a multicultural firm can serve a global clientele best. Our professionals around the world infuse the local flavor of their regions into our global network. We are a united collection of individuals who respect each other's differences, and we value our rich diversity. We believe diversity of thought and open debate encourage creative and innovative solutions for our clients.

Our values

Be the Solution

We focus on delivering meaningful solutions — for our clients, our community, and in everything we do.

A Passion for Excellence

We strive for excellence and hold ourselves to the highest standards in every action we take.

All Voices Valued

We believe diversity drives better ideas. Every voice matters, and every perspective counts.

Doing Better Together

Collaboration is our strength. By working together, we achieve more — for our clients and our community.

Our Investments

Startups and Innovative Companies

Innovation is a key driver of economic transformation. At E.F.I., we place high-potential early-stage companies at the heart of our investment strategy, convinced that they play a crucial role in shaping the economy of the future.

We partner with startups at various stages of growth, offering much more than financial support. Our approach is hands-on and comprehensive, working closely with founders to unlock long-term success. We provide not only tailored funding solutions, but also strategic expertise and access to a powerful ecosystem of economic players.

Our support is built around three main pillars:

Custom-tailored financing: we design flexible investment solutions suited to the specific needs and ambitions of each company, with a long-term and responsive approach.
Strategic and operational support: we offer personalized guidance in business model refinement, growth planning, commercial development, and international expansion.
Privileged access to our network: through our extensive network of institutional partners, entrepreneurs, industry experts, and investors, we generate synergies and high-value business opportunities.

Over the years, E.F.I. has established itself as a reliable and committed partner to the entrepreneurial ecosystem. With discretion and precision, we’ve contributed to the growth of numerous startups that now stand as industry leaders.

Our ambition is clear: to identify, support, and scale the visionary entrepreneurs who will shape the economy of tomorrow.

Real Estate and Luxury Properties

Real estate is one of the core pillars of our portfolio. We invest in a wide range of real estate projects, from high-end residential developments to large-scale urban ventures. Our goal is to support real estate initiatives that combine profitability, sustainability, and architectural quality. Through rigorous selection and careful management, we actively contribute to the enhancement of exceptional properties and the redefinition of tomorrow’s real estate landscape.

Emerging Technologies, Blockchain & Cryptocurrencies

We firmly believe that blockchain, digital assets, and decentralized technologies will play a central role in reshaping the global economy. That’s why we maintain an active and forward-looking presence in this space.

We invest in projects with strong technological foundations—whether in blockchain infrastructure, promising crypto ventures, or impactful Web3 applications. We focus on initiatives with a clear vision, robust innovation, and a commitment to building secure and sustainable digital ecosystems.

Our expertise enables us to identify high-potential opportunities and support the technologies that are redefining finance, ownership, and digital interaction.

Our Investment Philosophy

Our investment philosophy is built around three essential pillars: strategic vision, smart diversification, and long-term partnerships. We favor projects led by bold ambition, innovative capacity, and a forward-looking mindset.

With every investment, we strive to achieve a balanced performance between economic growth, social impact, and sustainable transformation, while building strong, trust-based, and long-term relationships with our partners.

" An exceptional investment company. E.F.I. has always met our expectations with professionalism, offering tailored solutions and top-tier expertise. Their strategic approach and long-term vision are undeniable assets.

Michel WEBER

" We have found a true partner in E.F.I. Their responsiveness and ability to understand financial challenges are impressive. We highly recommend their services to any ambitious company. "

Robert CARTER

" Working with E.F.I. has been a very positive experience. Their team is always available, attentive, and able to provide relevant solutions to our financial challenges. They are a reliable choice in the investment sector "

Catherine LEROUX