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Wealth management firm stages investor lunch

A wealth management firm is to host a special lunch for potential investors.

And Bermuda-based EFG Wealth Management, part of private banking group EFG International, are to bring in company experts from London and Switzerland.

London-based EFG global chief investment officer Moz Afzal will be joined by Jerome Berset, the firm’s head of alternative investments from Geneva and the two will give investors and advisers an update on markets and investment themes.

EFG Wealth Management client relationship officer Greg Soares said: “We are delighted to have Moz and Jerome back in Bermuda along with Jim Lee, CEO of investment and wealth solutions at EFG International.

“Our Bermuda clients benefit tremendously hearing first hand from speakers of this calibre.”

EFG, which had $84.2 billion in assets under management at the end of last year, provides investment products and services to wealthy clients, professional advisers and institutional investors.

The lunch will be held at the Royal Bermuda Yacht Club next Tuesday between 12.15pm and 2pm.