Wealth Services

Helping you develop, protect and pass on your wealth

Building the best future for you and your wealth

Wealth Planning is at the heart of our activity. Thanks to our broad range of internal and external wealth solutions, at EFG we can help you in answering the difficult questions of your life, whether the aim is to manage and enhance wealth, to protect against adverse political and economic conditions, to establish specific succession plans, or a combination of these factors.

Our Wealth Services

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Let's start ours and build something valuable today.

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  • EFG Bank AG
    Bleicherweg 8
    P.O. Box 6012 - 8022 Zurich
  • +41 44 226 17 17

Expert market insights

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Sponsorships • Jazz

Welcome to the EFG London Jazz Festival 2024

The EFG London Jazz Festival returns on Friday, 15 November 2024 to Sunday, 24 November 2024. EFG’s long-standing partnership with the Festival means it is a flagship event in our global calendar, a place where artists and the audiences unite in a shared celebration of live music. This sentiment was echoed by Christian Berchem, Chief Executive Officer, EFG Private Bank Limited, in his welcome message.

Marketing & Communications

2 min read

Investment Insights

Harnessing Artificial Intelligence to accelerate sustainable development

With less than one-fifth of the United Nations' 17 Sustainable Development Goals (SDGs) on track, the world urgently needs innovative solutions to drive further progress*. Artificial Intelligence (AI) has emerged as a powerful catalyst that is capable of accelerating sustainable development across various sectors − from optimising energy consumption and revolutionising agriculture to enhancing disaster preparedness and healthcare. This article explores how AI technologies can be leveraged to overcome complex global challenges and bring us closer to achieving a more sustainable and equitable future.

Melanie Beyeler, Senior Portfolio Manager

7 min read

Investment Insights • MFN

The Swiss Beveridge curve and inflation

The Beveridge curve – the relationship between the rate of unemployment and the vacancy rate – plays an important role in judging the state of the labour market. As the labour market tightens - vacancies rise and the unemployment rate falls - inflation pressures tend to build. The Beveridge curve is therefore a useful tool for policymakers to help understand the state of the labour market and inflation pressures.

Stefan Gerlach

2 min read
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