EFG International AG (EFGN)

Profile

https://www.efginternational.com

EFG International AG is a leading Swiss private banking and asset management group headquartered in Zurich, Switzerland. It specializes in delivering comprehensive investment, wealth, and credit solutions to private and institutional clients worldwide through its unique Client Relationship Officer (CRO) model, which emphasizes personalized advice, geographic proximity, and global expertise. Operating from over 40 locations across Europe, Asia Pacific, the Americas, and the Middle East, the firm employs more than 3,000 staff, including around 700 experienced CROs, to cater to individual needs, including those of the next generation. Founded in 1980 through the Latsis family's acquisition of a Geneva-based bank, EFG International AG has expanded organically and via acquisitions, such as the 2016 purchase of BSI, establishing a strong competitive position in Swiss private banking. With assets under management reaching CHF 162.3 billion as of mid-2025, it maintains a solid balance sheet, prudent risk management, and a family-controlled structure focused on long-term wealth creation and entrepreneurial innovation. Its purpose, 'Empowering entrepreneurial minds to create value – today and for the future,' underscores its client-centric approach in the global financial services market.