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Bringing entrepreneurial thinking to Swiss private banking
World class advice and hands on guidance that helps you achieve your financial goals, delivered by a uniquely empowered network of experts.
It starts with an in-depth understanding of you as a person; the goals, aims and passions that drive you. Your life, family, and business interests - all interlinked.
It leads to our recommendations to you. An approach as individual as you are, that draws from the best products and services on the market, complemented by the expertise and solutions of our own asset management business.
All delivered by professional advisors and technical specialists of the highest calibre, free to act in their clients' best interests. Who strive to eradicate life's inconveniences; who simplify complexity. Who help convert aspirations and goals into reality.
Whether you have clients who require a full wealth management service, or you want a partner you can trust to manage particular elements, we can help.
From understanding the concerns and requirements of you and your clients, to identifying how we can best support you, we start by conducting a detailed discovery to ensure we’re all on the same page. We then draw objectively on the best products and services in the market, complemented by the wide range of managed strategies and specialist funds EFG Asset Management can provide.
And we provide a single, continuous point of contact so you can introduce clients with confidence. A professional of the highest calibre, who works hard to represent the interests of clients, at a private bank committed to providing outstanding service.
We understand that families want to protect and grow their assets, and pass them on to future generations.
We offer a full range of banking and wealth management services, to high wealth families who want to protect private assets against unreasonable claims and attacks, or from family issues such as divorce or remarriage, maximise tax benefits and ensure that assets are professionally and impartially managed for long term success.
We help families to ensure continuity and privacy, and offer a close relationship for the long term with a professional dedicated to crafting solutions that help deliver prosperous future for your family for generations to come.
From market leading analysis to wealth management, investment, credit and financing for private clients, find out how EFG can help you grow your wealth today.
Let us know where you’re located so we can tailor our information to make your experience more relevant.
