Corporate Overview

We devote all of our energy to delivering value to clients’ year after year, regardless of changing market dynamics and volatility

eFinance Group is a global asset manager specializing in providing tailored gold investment solutions and effective portfolio management strategies, in keeping with the highest standards of governance.

We have a passion for managing money. We are client focused. We provide an entrepreneurial culture that motivates our highly skilled people to deliver their best work and we are committed to transparency, integrity and accountability in everything we do.

Our in-depth knowledge, experience and relationships separate us from the generalists. We also partner with gold mining companies to help meet their capital needs through our resource lending activities.

Passion has a place in the way we conduct business. We only deliver solutions that we truly believe in. We believe in maintaining the highest standards of transparency, integrity and accountability. As a result, we have established a firm-wide structure ensuring compliance with applicable rules and regulations in every critical department of the firm (investment, trading, administration, marketing and IT), while improving risk management.

Headquartered in Zurich Switzerland, eFinance Group today serves over 8,000 global institutional clients and has more than $2.3 billion in assets under management as of December 31, 2018.

More then 30 Years of Experience in Investment Solutions

eFinance Group was founded in 2007, the firm seeks to generate compelling returns for investors by employing a deep fundamental research-driven approach in analysing gold.


The firm manages its capital across an investment platform which includes public and private commingled strategies as well as managed accounts. Today, our reach is global, and we are proud of our deep roots in the sector.


eFinance Group’s unique expertize benefits the investors that we serve. Our disciplined approach to investing, our focus on risk management and our ability to quickly access and invest is built on more than 30 years of investment experience. We have a successful track record at providing flexible investment solutions across different time horizon and to match global investor demand with a strong pipeline of investment opportunities.

Our Leadership

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Michael Williams

Chief Executive Officer

Michael Williams is Chief Executive Officer and Co-Founder of eFinance Group. Mr. Williams manages the firm, chairs the firm’s investment committee, and has overseen all phases of eFinance Group’s development since its founding in 2007. Mr. Williams has been fundamentally pivotal in setting eFinance Group’ strategic growth trajectory. Under his strong leadership and impeccable investment foresight, the firm has come to be known in the industry to possess expert specializations in gold investments.

Prior to founding eFinance Group, Mr. Williams assumed several progressively senior positions, the more recent ones of which are as Head of Mergers & Acquisitions Group in EQT Partners and Head of Capital Markets in HIG Capital, amassing more than 30 years of industry experience.

Mr. Williams graduated summa cum laude from University of Nottingham with a BSc Degree in Mathematical Finance and received an MBA from University of Birmingham.

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Paul Callaway

Chief Financial Officer

Paul Callaway is Chief Financial Officer and Co-Founder of eFinance Group. He is responsible for overseeing the firm's finance, audit, and risk functions. Prior to co-founding the firm, Mr. Callaway held posts in similar roles, with Barclays Capital in their Corporate and Investment Bank unit, Global Head of Financial Control in Goldman Sachs Private Equity. Prior to joining Goldman Sachs Private Equity, Mr. Callaway served in the Financial Services Group in Pricewaterhouse Coopers LLP.

Mr. Callaway graduated with a bachelor’s degree in Commerce, majoring in Finance and Accounting, from the University of Manchester. He also holds an MBA from Columbia Business School.






Our Values

Clients want a partner and solutions. Our solutions are designed by motivated and enthusiastic professionals that have a passion for managing money. Our passion for investments is equally matched our creativity and ability to collaborate and partner to deliver on our promises. It is through this distinct ability that we can design customized investment solutions tailoring to the need of institutional investors. This is our value proposition.

Our clients are our mission. Our edge is our rich experience. Our flexibility and integrity are our commitment. We do not believe in short-term value creation; we believe that by building bridges we create value.

Investment Culture

Client Focus

We pride ourselves in building strong client relationships and providing exceptional client service

Our “client first” mentality ensures that our investors are kept informed and benefit from timely answers to any questions and concerns they may have. We go the extra mile by providing more than investment management services, we also offer advice and share our view on various matters of interest. In doing so, we aim to help our clients reach their unique objectives.

We spend the time getting to know a client’s distinct requirements, risk tolerance and metrics for success so we can respond to their specific objectives. Everyone on our team has the willingness to ask all the questions that help us understand your objectives. We listen, learn and act as your advocate in view of your best interests.

We show curiosity and imagination to better recognize suitable opportunities and work hard to build trust and understand long-term goals. We invest right alongside our clients. This ensures that our interests are always aligned with theirs, which is the true definition of relationship.



Risk Management

We invest for the long-term, so we know exactly where risk resides in our portfolios and how this matches our clients’ objectives

Investing involves more than just understanding all the details. It also requires that you uncover the insights about gold investing. At eFinance Group, we use these insights to identify clearly both gold’s return potential and its level of risk.

From the outset, we seek to fully understand a client’s risk tolerance, as it will help chart a course for security selection and portfolio construction. Risk controls are incorporated into each step of our investment process. Internal guidelines help to diversify portfolios and protect clients from undue risk.

At eFinance Group, risk management is used to identify threats and opportunities. We use risk models to assess inherent risks in portfolios and budget for them. We also rely on the experience of our investment managers to capture non-quantifiable risks. We promote a healthy risk culture that translates into all of our managers being open, transparent and ready to take action.

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Headquarter

Thurgauerstrasse 40,
CH-8050 Zürich

Email

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[email protected]

Customer Support

Operating time 24/7
+41 44 214 61 86

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Our Representative Offices

Australia

101 Collins Street
Melbourne, Australia
: +6103 9653 9549

Dubai

Sheikh Zayed Road, Emirates Towers
UAE, Dubai
: +971 04 313 2806

USA

2101 Cedar Springs Road
Dallas, Texas
: +1 214 347 0578

South Africa

5th St, Sandhurst, Sandton, 2196
Johannesburg, South Africa
: +27 010 005 2360

Brazil

Leopoldo Couto de Magalhaes Júnior Str.,
758 - Itaim Bibi
Sao Paulo, Brazil
: +55 11 2505 9247