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

Wealth Planning

Building the best structure for success.

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Trust Services

Thoughtful solutions for wealth protection and transferral.

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Fund Services

Administration and support solutions for investment managers.

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Introducing EFG Wealth Solutions

Discover the specialist wealth structuring team at the heart of our private banking service. Learn how we craft bespoke solutions to protect your assets and facilitate the efficient transfer of wealth between generations.

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It all starts with a conversation

Let's start ours and build something valuable today.

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

Expert market insights

Stay ahead of the curve with news, trends and analysis from around the world.

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Investment Insights • MFN 21 junho 2024

Amidst further cuts, what action will The Swiss National Bank make next?

The Swiss National Bank (SNB) cut the policy rate by 0.25% to 1.25% at its meeting on 20 June. Markets reacted by selling the Swiss franc, illustrating that policy easing was not fully priced in. In this Macro Flash Note, Senior Economist GianLuigi Mandruzzato looks at the outlook for Swiss monetary policy.

GianLuigi Mandruzzato

3 min read

Sponsorships 20 junho 2024

EFG Swiss Open Gstaad reveals an impressive line-up for 2024

It’s just under one month to go to the EFG Swiss Open Gstaad, which takes place from 13-21 July 2024. The tournament has revealed an impressive line-up for this year, including a total of seven players from within the ATP top 20.

Marketing & Communications

2 min read

Investment Insights • MFN 19 junho 2024

Core inflation and employment costs in the US

With US core inflation slow to decline, leading the Federal Reserve to postpone interest rate cuts, much attention has focused on the behaviour of employment costs as a driver of inflation. In this Macro Flash Note EFG Chief Economist Stefan Gerlach looks at how core inflation and employment costs have evolved in recent quarters.

Stefan Gerlach

3 min read

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