EFG ASSET MANAGEMENT (UK) LIMITED

PaymentCheck Score 2025
86Good
6.9vs last year
#1239 in UK
#204 in Financial Services
#554 in London

Company Information

Company Number
07389736
Registered Address
116 Park Street, London, England, W1K 6AP
Status
Active
Employee Count
73
Turnover
£59,322,000
EBITDA
£9,183,000

Additional Details

Company Type
Private limited Company
Incorporated On
28 September 2010
Nature of Business
66300 - Fund management activities
Industries
Financial Services
Region
London

Time to Pay

Average Time to Pay
19 days
Shortest Period:3 days
Longest Period:30 days
Max Contractual:30 days

Payment Timeline

Within 30 Days
80%
31-60 Days
19%
After 60 Days
1%
Not Paid Within Terms20%

Payment Features

Participates in Codes✗ No
E-Invoicing✗ No
Supply Chain Finance✗ No

Payment Score History

Excellent (80+) Good (60-79) Fair (40-59) Poor (20-39) Very Poor (<20)

Performance Reports History

Reporting Period Filed: 2025-07-28
Reporting PeriodFiling DateAverage Time to Pay (days)Paid within 30 daysPaid 31-60 daysPaid after 60 daysNot Paid within Terms
01 Jan 2025 - 30 Jun 202528 Jul 20251980%19%1%20%
01 Jan 2024 - 30 Jun 202411 Jul 20241589%9%2%11%
01 Jul 2023 - 31 Dec 202319 Jan 20241787%10%3%13%
01 Jan 2023 - 30 Jun 202327 Jul 20232179%16%5%0%

Payment Time Trends

Payment Distribution Trends

Invoice Payment Practices

This information is as reported by the business, and responses are in their own words.

Payment Terms

Standard payment terms

EFGAM UK's standard payment terms to pay invoices is 30 days.

Were there any changes to the standard payment terms in the reporting period?

No information available

Any other information about payment terms

n/a

Maximum contractual payment period agreed

30

Dispute Resolution Process

Any complaints relating to EFGAM UK would be reviewed by EFGAM UK's Head of Compliance and dealt with as soon as possible.

Other Payment Information

Has this business signed up to a code of conduct or standards on payment practices?

For example, signatories to The Prompt Payment Code must commit to paying 95% of their invoices within 60 days.

Does this business offer e-invoicing in relation to qualifying contracts?

This is where suppliers can electronically submit and track invoices. It's not just allowing suppliers to email them an invoice.

Does this business offer supply chain finance?

This is where a supplier who has submitted an invoice can be paid by a third-party finance provider earlier than the agreed payment date. The business would then pay the finance provider the invoiced sum.

Under its payment practices and policies, can this business deduct sums from payments under qualifying contracts as a charge for remaining on a supplier list?

During the reporting period, did the business deduct sums from payments as a charge for remaining on a supplier list?

No information available

Company Summary

EFG ASSET MANAGEMENT (UK) LIMITED is a leading investment management company based in the United Kingdom. They offer a wide range of financial services, including wealth management, private banking, and investment solutions.

Their sustainability program focuses on responsible investing, with a commitment to environmental, social, and governance (ESG) factors. They aim to integrate sustainability into their investment decisions and actively engage with companies to promote sustainable business practices.

EFG ASSET MANAGEMENT (UK) LIMITED offers a variety of products and services to meet the diverse needs of their clients. These include discretionary portfolio management, fund management, and alternative investments. They also offer tailored solutions for high net worth individuals, charities, and institutions.

The company is led by a team of experienced professionals, including CEO Mark Freedman and Chairman Charles Hoare. They have a strong track record of delivering excellent results for their clients and are committed to upholding the company's values of integrity, excellence, and accountability.

To learn more about EFG ASSET MANAGEMENT (UK) LIMITED and their services, interested individuals can visit their website at www.efgam.com. Their registered office address is at 35 Portman Square, London W1H 6LR, United Kingdom.

Financial Metrics

Cash
£26,003,000
Net Worth
£23,032,000
Total Current Assets
£42,047,000
Total Current Liabilities
£19,015,000

Company Location