EFG International

Services for ultra-high net worth individuals

We have experienced UHNW wealth managers dedicated to the needs of ultra-high-net-worth (UHNW) clients.

Our UHNW wealth managers are able to offer the full range of services available at EFG, including structuring for tax efficiency & transferral; investment consulting / management; and financing solutions. In addition, they offer access to various dedicated services, encompassing:

  • Specialist investment opportunities. In addition to the wide range of investment solutions available at EFG, we offer specialist opportunities to the UHNW investor. These include active forex (trading recommendations, currency risk management, and currency allocation to maximize portfolio returns) and direct investment opportunities.
  • Global Risk Reporting & Asset Liability Management (ALM). We offer customised, consolidated portfolio reporting through a single risk report that includes all asset classes. This provides important advantages in relation to risk management and global risk assessment, especially when combined with a full asset liability management study. Comprehensive and customised reports are produced either quarterly or monthly.
  • Corporate solutions. We have a depth of knowledge in corporate advisory; M&A strategy; capital markets; and alternative capital fund-raising. This means we can provide strategic advice to you across all stages of the development of your company. In addition, we provide a debt financing capability for mid-cap companies in conjunction with external partners.
  • The Academy. This is a way of providing academic and pre-career guidance to help prepare the next generation. Following a comprehensive profile analysis, we provide advice to your children on international admissions, coaching them to apply to the world’s leading universities. This process takes into consideration your family values and financial expectations, guiding your children to obtain high scores on the TOEFL and SAT tests for undergraduate studies and on the GMAT for MBA studies.
  • Philanthropy. We help to design customised philanthropic strategies for our clients and for their foundations.
  • Geneva Investors Circle. This is our dedicated direct investment platform, made up of private investors, entrepreneurs and family offices who apply for annual membership and who are interested in investing in private equity deals with high growth potential. It provides access to opportunities in venture capital, seed money, early stage and capital development investments.