EFW Private Advised Investment Service
Your financial life deserves more than ordinary. Traditional investment options are complex, limited, and often designed for institutions not individuals like you.
We Imagined Something Better For You: A service that gives you freedom, choice, and control-without complexity.
What Is It?
The EFW Advised Investment Service (AIS) is a new way to invest. It provides exclusive access for EFW Private clients to global investment funds, which have been expertly built into 6 ready-made portfolios. These portfolios have been built using proven investment principles, extensive market research, and top-down and bottom-up analysis for smarter fund selection.
You get all the advantages usually reserved for larger investors but at a much lower entry point. All designed to help you grow your wealth with confidence.
Why It’s Different
Exclusive portfolios:
Built by our expert team with leading global fund managers.
Institutional power:
Access for you to opportunities usually reserved for investors with much larger investment amounts.
Active management:
We monitor, rebalance, and optimise your investment throughout its lifetime so you don’t have to.
Personal planning:
Our advisers work with you to design a strategy that fits your life.
Digital simplicity:
Your investment information, always at your fingertips.
Freedom to choose
Six risk-aligned portfolios.
Ethical options available.
Diversification across thousands of holdings.
Your strategy. Your goals. Your future.
Book a free, no-pressure chat with one of our advisors today and start building a plan that works for you.
Your Next Step
If you have €50,000 or more and want to invest, from savings, pensions, inheritance or share schemes, now is the time to take control of your financial future. With the Advised Investment Service you get a team who works hard for you so that you successfully grow your wealth for the future you really want.