EFG International AG (OTCMKTS: EFGZF) is a Switzerland-based private banking group specializing in comprehensive wealth management and asset management services. The firm caters primarily to high-net-worth individuals, family offices and select institutional clients, providing tailored financial advice and solutions. Core offerings include discretionary and advisory portfolio management, financial planning, investment research, and succession planning.
In addition to its private banking operations, EFG International offers a suite of lending and credit services designed to support client liquidity needs, such as Lombard loans and mortgage financing. The group also provides structured products and third-party fund distribution through its platform, enabling clients to access a diverse range of investment strategies. Its asset management business focuses on mutual funds, alternative investments, and separately managed accounts, with an emphasis on risk-adjusted returns and preservation of capital.
Founded in 1995 and headquartered in Zurich, Switzerland, EFG International has expanded its footprint to include offices in Europe, Asia and the Americas. Key financial centers served by the group include Geneva, London, Dubai, Singapore and São Paulo. This global network allows EFG to deliver locally tailored solutions while leveraging a centralized research and risk-management framework. The firm is regulated by the Swiss Financial Market Supervisory Authority (FINMA) and adheres to industry standards in compliance and client confidentiality.
EFG International’s leadership team comprises seasoned professionals with extensive experience in private banking and financial services. The company operates under a board-governance structure that emphasizes prudent risk management, transparent reporting and alignment with shareholder interests. Through its strategic focus on client-centric innovation and sustainable growth, EFG International aims to solidify its position as a leading independent private bank in the international market.
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