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Adviser dossier · Wealth managers & private bankers

Nick Atkinson

Managing Director - Private Banking, EFG Private Bank
Part of a group United Kingdom
1
Distinction listed
20
years in current expertise
Profile

Nick Atkinson is a Managing Director at EFG Private Bank in London, where he leads the UK team of private bankers and holds one of the firm's largest client accounts. He has approximately 15 years of experience in wealth management, having entered the industry in 2006. Prior to EFG, he was a director at Meridian Equity Partners, providing investment and credit solutions to UHNW individuals and families before its acquisition by Equity First Holdings. Atkinson specialises in discretionary investment management and advisory services, portfolio construction, banking and credit offerings, and wealth structuring for entrepreneurial clients. His client base includes trusts, charitable foundations, ultra-high-net-worth individuals, and family offices. He holds the CISI Level 6 Certificate in Private Client Investment Advice & Management and is a Chartered Fellow of the Chartered Institute for Securities & Investment. He was recognised as one of the 2021 PAM Top 40 Under 40.

Specialisms
Recognition
Spear's 500 UHNW Wealth Managers Index 2026 — Recommended View source ↗