Our-services
At E.F.I., we treat our clients as partners in the investment management process. E.F.I.'s service model is based on the establishment of trust and mutual understanding of our clients’ investment needs and how E.F.I. can bring unique value to meeting those needs.
Our relationships with our clients are built on proactive engagement. Very early in the process, we strive to intimately understand the current risk profile of our client’s financial assets, as well as their tolerance for risk.
Risk is the fundamental consideration for any effective investment strategy. Once the agreed-upon risk limit has been established, we apply our best-in-class expertise to evaluate the universe of potential investment solutions and develop an investment strategy tailored to the client’s needs within their desired risk profile.
This is how the relationship begins. As a E.F.I. client, you can also expect to receive not only regular updates on activities in your portfolio but also insightful communications regarding the state of the markets.
Most importantly, you will receive frequent updates on how your portfolio will be adjusted and how it will evolve to continue to meet your objectives.
Asset Management at E.F.I. is more than just managing investments; it’s about crafting a portfolio that reflects your unique financial fingerprint. Our asset management approach combines rigorous market analysis, advanced investment tools, and a deep understanding of your personal objectives. We manage diverse assets, from equities and bonds to alternative investments, ensuring a balanced portfolio that maximizes returns while managing risk.
We believe that a well-thought-out investment strategy is key to achieving financial success. Our Investment Strategy service is tailored to develop a personalized roadmap that aligns with your financial goals and adapts to changing market conditions. We combine our market expertise with your personal objectives to create dynamic and effective strategies, ensuring a path to achieving your financial aspirations.
Our Private Equity service is a gateway to exceptional investment opportunities in the private sector. We specialize in identifying companies with high growth potential and innovative business models. Our strategic and hands-on approach focuses on adding value and accelerating growth. By investing in private equity with E.F.I., you can access exclusive opportunities, usually reserved for institutional investors, while benefiting from our expertise in navigating these complex markets.
Our Financial Advisory service is designed to help you navigate the complexities of the financial landscape. From tax planning to retirement strategies, our expert advisors provide personalized guidance to optimize your financial health. We focus on understanding your individual needs and crafting solutions that address your financial challenges, ensuring a secure and prosperous future..
Wealth Planning
E.F.I. Wealth offers an seamless wealth planning journey with a commitment to changing clients’ financial futures for the better.
Working with one of our Wealth Planners ensures accountability, smart financial choices, and progress towards your goals. Their guidance minimises risks and enhances your financial security. By seeking financial advice, you can delegate the complexities of financial planning to experts, allowing you to focus on the activities you love with peace of mind.
Our Wealth Planners will regularly review your financial situation, ensuring that your plan remains relevant in a complex world of investing and taxation and they filter out the noise, ensuring your financial actions are well-informed and tailored to your unique circumstances.
Support at every step of your financial journey
Throughout your life, your financial priorities will change. Working with a wealth planner can help secure your long-term future and provide reassurance for your loved ones.
Partners & References
We operate within an international ecosystem of leading institutions in finance, technology, and consulting.
These references reflect the standards of excellence and the environments in which our clients, partners, and experts evolve.
Our Global Investment Universe
We invest in a curated selection of leading public companies across Europe and Asia. The following list represents some of the key partners within our investment universe, chosen for their market leadership, financial stability, and long-term growth potential.
Siemens AG
Industrial manufacturing and technology
Germany
Samsung Electronics Co., Ltd.
Consumer and enterprise electronics
South Korea
Equinor ASA
Integrated energy and renewables
Norway
DBS Group Holdings Ltd
Financial and banking services
Singapore
ASML Holding N.V.
Semiconductor photolithography systems
Netherlands
Nestlé S.A.
Global food and beverage products
Switzerland
Schneider Electric SE
Energy management and automation
France
VINCI SA
Concessions and construction services
France
Zurich Insurance Group AG
Global insurance and financial services
Switzerland
SAP SE
Enterprise software and cloud solutions
Germany