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EFG Hermes Partners with Kenzi Wealth to Launch One Advisor, Expanding Access to Smart Investing

Prime Highlight

  • EFG Hermes has partnered with Denmark’s Kenzi Wealth to launch One Advisor, a digital investment advisory platform.
  • The service is integrated into the EFG Hermes ONE app, offering personalized, risk-based advice to simplify investing for a wider audience.

Key Facts

  • One Advisor uses advanced risk models and data analysis, tools previously limited to large banks and wealthy clients.
  • The platform helps users review, diversify, and rebalance portfolios, lowering barriers for first-time investors.

Background

EFG Hermes, one of the leading investment banks in the Middle East and North Africa, has partnered with Denmark’s Kenzi Wealth to introduce a new investment advisory platform, One Advisor.

One Advisor helps investors make smarter decisions by providing personalised advice based on risk. The service is now part of the EFG Hermes ONE app and aims to make high-level investment strategies easy for everyone.

The service allows investors to check their portfolios before investing, diversify their investments, and rebalance them when needed. It uses advanced risk models and data analysis that were once only available to big banks and wealthy clients.

Ahmed Waly, head of brokerage at EFG Hermes, said, “One Advisor is about helping investors understand their options and giving them the tools to invest more confidently. It doesn’t make decisions for them but supports them to invest wisely.”

One Advisor also targets people who were hesitant to start investing by providing clear advice and easy-to-use tools. It lowers the barrier to enter the investment market by simplifying complex processes.

According to Mohamed El-Masri, CEO of Kenzi Wealth, the partnership with EFG Hermes is designed to expand access to modern investment services while balancing digital innovation with personalized financial advice.

Clients can quickly start using One Advisor through the app, allowing easy access to risk-managed investment support. This service marks a step forward in making investment tools simple, reliable, and available to more people.