Approach

Relationships

  • What is the essence of private banking?

    Relationships, and the conditions for them to flourish. A nurturing environment, that enables our people to excel at crafting solutions for you.

    To us, the fundamental building blocks are people.

    Professionals of the highest calibre, free to act in their clients' best interests. Who strive to eradicate life's inconveniences; who simplify complexity.

    Welcome to EFG Bank, a private bank unlike any other.

You and yours

  • Private banking is all about you and yours.

    You as a person; the goals and passions that drive you. Your life, family, and business interests - all interlinked. They shape our thinking and inform our advice.

    We offer a relationship with a professional. Someone committed to crafting solutions, not selling products. To helping to convert aspiration into reality.

    A simple formula, perhaps, but the complexity lies in the multiplier: ensuring that strong, long-standing relationships are a businesswide phenomenon, not mere isolated pockets of exception. Technical expertise, crafted into advice, delivered one relationship at a time.

For individuals

It starts with a conversation, and leads to our recommendations to you. These will draw on the best products and services in the market, complemented by the expertise and solutions of our own asset management business.

In-between, we probe deeper; bring in new information, or a fresh technical perspective.

Our aim: to earn your trust, through sound guidance and practical results.

What do you want from your private bank?

  • Your CRO relationship

    Technical expertise, crafted into advice, delivered one relationship at a time.

    To us, it's a question of chemistry between people. Clients of EFG build a relationship with a professional of the highest calibre.

    Your Client Relationship Officer (CRO) will:

    • Have a long, successful track record in private banking.
    • Have your interests at heart, under no pressure to sell certain products.
    • Work with technical specialists, and/or your other advisers.
    • Stay with you, year in, year out. Allowing trust and confidence to grow over time.
  • Structuring your wealth

    It's about you and yours:

    You - we all have goals, interests and passions. We help you chart the best course; to turn your aspirations into reality.

    Your life - none of us are immune to events that shape our lives. We are there to tackle challenges as they arise, making changes if circumstances dictate.

    Your family - it's not just you, but your family and friends. We can help clarify your thoughts, creating solutions that reflect your wishes.

    Your work - wealth and work are inextricably linked. We can help you with financial issues arising from work, business or retirement.

  • Crafting your solutions

    What are you looking to achieve?

    Goals tend to be multi-faceted, and they change over time.

    For each of our clients, we craft a solution around their aims and requirements.

    This means:

    • Adopting a structured approach - defining our strategy, choosing the right asset mix, assembling the building blocks, and ongoing vigilance.
    • Being guided by an investment strategy. We combine our expertise with your views and preferences.
    • Finding the right investment blend for you. Striking the right balance between risk and return. Drawing on the best of the market, complemented by the expertise and solutions of our own asset management business.
  • Product & service filter

    We simplify complexity for you. This is especially important when it comes to selecting the right products for your solution.

    The investment world is full of noise, with a bewildering array of managers, products and services.

    Your CRO, supported by EFG specialists, acts as an intelligent filter: seeking out quality, and pulling it together. Ensuring it is complementary, and right for you.

    But we never miss the point - products and services are a means to an end: the future, for you and yours.

For institutions

We understand the importance of connecting with clients. Our services for institutions help you do just that.

You may have clients who require a full wealth management service, or perhaps you want a partner you can trust to manage particular elements. Either way, we can help.

It starts with sitting down with you, to ascertain what you are looking for. We look to:

  • Agree clear parameters to govern our working relationship. This means understanding your concerns and requirements, as well as those of your clients.
  • Give you a dedicated point of contact. A professional of the highest calibre, who acts as your conduit to the full range of EFG International products and services.
  • Offer a choice of service to suit you and your clients - from a broad range of wealth management solutions, to something more narrowly defined.
  • Draw objectively on the best products and services in the market. For institutional clients looking for investment services, EFG Asset Management offers a wide range of managed strategies and specialist funds.
  • Provide continuity - in our experience, a prerequisite for any institutional client looking to introduce clients with confidence.

We serve a range of institutions, helping them to serve their clients better:

  • Independent asset managers
  • Financial advisers
  • Family offices
  • Trust companies
  • Legal / accounting practices
  • Charities

For families

Helping families to protect, grow and enjoy their assets.

We understand that families want to protect and grow their assets, and pass them on to future generations. The wealth management services we offer to families can help you do just that. Importantly, we offer this service through a close relationship with a highly experienced private banker, working directly for the benefit of a small number of clients.

We offer a full range of banking and wealth management services (see below). In particular, we provide fiduciary services that benefit families with significant wealth (typically over $1 million to invest) who want to:

  • Ensure continuity and privacy.
  • Protect private assets against unreasonable claims and attacks
  • Maximize tax benefits
  • Ensure that assets are professionally and impartially managed, and not squandered
  • Receive accurate, timely reports and accounts that are compliant with international norms


There are also benefits to families concerned about:

  • Family issues (divorce, remarriage, etc) or business ownership
  • Political risks or risk of interference with property through sovereign acts

We help families to protect private assets and to ensure continuity and privacy.

Our wealth management services include:

  • Private banking
  • Discretionary investment management
  • Investment advisory
  • Mutual funds
  • Creation and administration of:
    • Trusts
    • Companies
    • Foundations
    • Private trust companies