EFG International

Helping you plot the right path for your clients

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
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