We are a UK Wealth Management and advisory business based in the City of London proving a range of services to investors and issuers. EGR Broking’s primary activities is stockbroking, sales & research, including capital raising, IPOs & listings and Mergers & Acquisitions, especially UK Takeover Code transactions. EGR Wealth’s investment management team provides a range of investment strategies for clients, usually in conjunction with financial advisers. We aim to keep investment easy to understand and we adjust our approach accordingly for each type of client, taking into account personal needs and attitudes towards risk. EGR Broking doesn't hold any client funds and uses a third-party custodian called TPS. TPS is authorised and regulated by the Financial Conduct Authority under FRN 717915 and are fully regulated to hold client money for the purpose of investment. All client funds are held in a Segregated Bank Account.
EGR Broking 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
Based in the City of London we strive to make investing appealing through straightforward advice on investments that deliver consistent returns, delivered through a range of investment services suitable for use in SIPPs, ISAs and bespoke investment portfolios. Whether our client’s appetite to risk is high or low, our fund managers build portfolios tailored to their requirements. Our highly respected team of advisers and investment managers have decades of combined experience in delivering professional investment services to private investors, corporate entities and issuers.
Service to issuers
The professional team at EGR also offers services to issuers, focusing on equity and debt listings in London and other European markets. The solid reputation we have built over the years has earned us the trust of companies across many sectors. We have an in-depth knowledge of funds and fund management, and we can advise on a broad spectrum of fund types, jurisdictions, and platforms. Our expertise covers companies of all sizes, in both the public and private spheres, and we have a thorough understanding of takeovers and cross-border transactions.