Asset Management
Multi-asset specialists delivering flexible and effective long term Asset Management solutions for private clients, institutional investors and intermediaries
Smart strategies for thoughtful investors
Better investment decisions, informed by rigorous, proprietary macro-economic research and market analysis. An outlook founded on long-term trends and the value to be found in them. A philosophy that champions new thinking and strategies that challenge convention.
Firm overview
EFG Asset Management (EFGAM) is the asset management arm of EFG International, a global private banking group headquartered in Zurich, Switzerland.
EFG Asset Management is an international provider of actively managed investment products and services to private clients, institutional investors and financial intermediaries around the world. With a full range of investment solutions, including traditional equity and fixed income portfolios, multi-asset and alternatives strategies, and its proprietary New Capital fund range, EFGAM manages approximately $25 billion on behalf of clients as of March 2024.
Responsible investing
Responsible investing has become a fundamental consideration for investors. At EFGAM, we believe ESG integration is the most sensible approach to meeting the requirements of our investors in a transparent manner.
Our approach
The perfect balance of discipline and flexibility.
Thinking differently
We are not constrained to a benchmark or limited to any investment style and have a culture of independent thinking within a disciplined environment.
High conviction
We base our high conviction recommendations on robust research methodologies and incisive analysis and have used this to develop our own range of proprietary funds, the New Capital Funds.
Dynamic
We are multi-asset specialists. We believe that a dynamically managed multi-asset portfolio can achieve consistent long-term positive returns over time.
Our investment process
Macro views across long, medium and short-term time horizons. A portfolio managed with precision.
New Capital
Explore our range of innovative funds. From equities, fixed income and multi-asset to alternatives, our strategies are designed to produce long-term outperformance for investors.
Discover more
From analysis by experts, to a full suite of wealth management solutions, find out what else we can offer you.
