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  • 6th Floor Lloyds Avenue House
    Lloyds Avenue London EC3N 3AX

We are a UK Wealth Management business based in the City of London proving a range of Investment services. EGR Wealth’s primary activity is Discretionary Fund Management and Model Portfolio Services to Financial Advisers. We aim to keep investing approachable and provide excellent value to all our clients.

EGR Wealth is a limited company registered in England and Wales (Company Number: 08091367) and is authorised and regulated by the Financial Conduct Authority under FRN 537582.

Service to investors

We strive to make investing appealing through straightforward strategies on investments that deliver consistent returns, delivered through a range of investment services suitable for use in SIPPs, ISAs and General Investment Portfolios. Whether our client’s risk appetite is low or high, our fund managers are able to build robust risk-adjusted portfolios tailored to their requirements. Our highly respected team of Investment Managers have decades of combined experience in delivering professional Investment services to private investors, corporate entities, and institutions.

Speak to an experienced member of our team.

Contact Us
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Experienced Team

We have a team of Investment Professional and Wealth Managers with many years experience delivering expert investment services.

Individual Approach

We tailor our investment approach for each type of client.

Investment Services

Multi-Asset class solutions for Investors.


24/7 Account Access

Portfolio access 24 hours a day, 7 days a week.

Ways to contact us.

To discuss and review your investment requirements:

1. Complete our call back form, or

2. Email us on info@egrwealth.com, or

3. Call us on 0203 697 9495

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