EFG Hermes Launches New "One Advisor" Platform to Broaden Access to Investment Management

EFG Hermes Launches New "One Advisor" Platform to Broaden Access to Investment Management
EFG Hermes has partnered with Kenzi Wealth to introduce a new portfolio advisory platform called One Advisor. This service is designed to make sophisticated, institutional-grade investment management more accessible to a wider range of investors through the EFG Hermes ONE app.

Key Features
Risk-Based Guidance: One Advisor uses advanced risk modeling to provide personalized advice. Instead of simply telling investors what to buy or sell, it offers insights to help them make smarter decisions, rebalance their portfolios, and stay resilient during market volatility.

Simplifies Investing: The platform lowers the barriers for new and hesitant investors by simplifying complex financial logic and providing structured support.

Empowers Investors: The service is built to give clients clarity and confidence, allowing them to maintain full control over their investment decisions while their portfolios are monitored by an expert system.

How to Access
The One Advisor service is exclusively available on the Global Markets edition of the EFG Hermes ONE app. Existing clients can activate the feature with a few clicks. New clients can gain access by opening a global market account through a fast, fully digital onboarding process. This new offering aims to usher in a new era of portfolio advisory, helping investors plan and navigate global markets with greater confidence.