EFG Hermes, the investment bank of EFG Hermes Holding and a leading player in the Middle East and North Africa (MENA) markets, today announced a partnership with Kenzi Wealth , the leading Danish digital wealth management company, to launch a smart digital advisory service tailored to each investor's risk profile. This innovative solution offers advisory services tailored to the needs of each investor, enabling them to grow and preserve their investments amid the complexities and ongoing changes in global markets .

The innovative One Advisor service, powered by Kenzi 's best-in-class technology, will be available on the EFG Hermes ONE app and is specifically designed for investors who want to confidently and securely manage and control their investment portfolios. This service allows investors to analyze portfolio performance before investing, diversify and rebalance their assets after investing, and overcome market challenges. It is based on advanced analytical models and risk management systems that are comparable in quality to those provided by major institutions, which were previously limited to elite investors and private banks .

The service's benefits also include periodic monitoring of portfolio performance and efficient management, and providing investors with immediate practical recommendations to ensure their investments are maintained in line with their specified risk tolerance, even under changing global market conditions . Investors can benefit from this service by digitally registering on the app.

In this context, Ahmed Wali, Head of Securities Brokerage at EFG Hermes, expressed his pleasure at introducing an innovative advisory solution that will revolutionize portfolio management standards, combining the benefits of smart investing with client empowerment. He explained that the goal of this step is to provide investors with a comprehensive view, enabling them to make sound financial decisions on their own with complete confidence and ease. Wali added that the " One Advisor " service provides advice tailored to the unique needs of each investor, based on advanced risk management models, comparable in quality to those used by major institutions, and specifically designed to guide clients and help them navigate the complexities of global markets. Furthermore, Wali stated that the service is equipped with advanced processing mechanisms to provide real-time insights and analysis to help investors make appropriate buy and sell decisions, rebalance portfolios whenever necessary, and maintain flexibility in light of market volatility . Wali also emphasized that this automated feature is equipped to handle all the complexities of investing, providing clients with an unprecedented level of clarity, methodology, and confidence throughout their investment journey, enabling them to focus on their daily lives while their portfolios are monitored with the utmost professionalism and expertise .

It's worth noting that the " One Advisor " feature was launched to empower potential investors who were hesitant to enter the market, by facilitating the decision-making process and providing support based on a well-informed financial vision. " One Advisor " facilitates entry into the investment field by simplifying the decision-making process and providing structured support based on risk-based financial logic. Previously, this advisory model was limited to institutions and ultra-wealthy families due to its complexity and high cost. However, it is now available to everyone through the EFG Hermes ONE platform, giving investors access to the same level of intelligent portfolio analysis that was previously limited to private banks and major financial advisory firms .

For his part, Mohamed El Masry, Founder and CEO of Kenzi Wealth , added that the partnership with EFG Hermes, the leading investment bank in the MENA region, is a pivotal step in making innovative investment solutions accessible to everyone. The two parties' shared vision is to empower new clients seeking to enter the world of investment by providing them with tools that enhance their experience while maintaining the high standards of portfolio management followed by major financial institutions. El Masry explained that Kenzi is committed to providing the latest solutions and innovations designed to meet the unique needs of each investor, noting the company's commitment to providing the precision and methodology that characterizes portfolio managers at major institutions, while ensuring they are presented in a simplified manner to clients, empowering them to fully control their investment decisions . Furthermore, El Masry emphasized that the company's collaboration with EFG Hermes aims to redefine the concept of investment by offering an innovative model that combines automation, artificial intelligence, and human expertise, to empower every investor, providing them with clear insights, confidence, and the necessary tools they need to navigate financial markets and achieve their financial goals.

It's worth noting that the " One Advisor " service is currently available exclusively to users of the "Global Markets" version of the EFG Hermes ONE app. Existing clients can activate the service directly through the app in a few simple steps and benefit from the benefits offered. New clients can subscribe to the service by opening an account on the Global Markets version of the app and enjoy a fast and seamless all-digital registration process.

The launch of this service represents a significant step forward in the field of investment portfolio management advisory services, making it accessible to all and facilitating its use in line with the latest global trends. This will enable investors to plan and invest more efficiently and engage with global markets with greater confidence .

About EFG Hermes Holding

EFG Hermes Holding (EGX: HRHO.CA – LSE: EFGD) has a direct presence in seven countries across two continents. Originating in the Egyptian market, the company has expanded over four decades of continuous achievement. Its three business segments—the investment bank (EFG Hermes), the non-banking finance platform (EFG Finance), and the commercial bank (Bank Next)—have consolidated the group’s leading position and enhanced its ability to launch more financial products and services. This contributes to providing a comprehensive suite of services to meet the needs of its individual and corporate clients of all sizes and reach new customers.

EFG Hermes is the leading investment bank in the Middle East and North Africa, offering a unique suite of financial and investment services, spanning advisory, asset management, securities brokerage, research, and private equity. In the Egyptian market, EFG Hermes Holding owns a leading non-banking financial services platform, EFG Finance, which covers multiple activities, including Tanmeyah, a leading provider of innovative and integrated financial solutions in Egypt, particularly for small businesses and entrepreneurs; EFG Financial Solutions, a leasing and factoring platform; VALU, a financial services technology company; Bedaya Mortgage Finance; CAF Insurance; and EFG SME Finance. Additionally, the group provides commercial banking services through NEXT Bank, a leading bank in Egypt that specializes in providing a comprehensive suite of banking solutions for individuals and companies.

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