EFG International

About EFG International

EFG International is a Zurich-headquartered private bank that has built a distinctive model around the Client Relationship Officer (CRO), experienced private bankers who operate with significant autonomy and manage a concentrated book of UHNW client relationships. With CHF 152 billion in client assets and offices across Europe, Asia, and the Americas, EFG serves clients who value continuity of relationship over institutional branding. The CRO model means that the individual banker, not a team, not a committee, is the primary point of contact, with the authority to make decisions and the incentive (through EFG's partnership-style compensation) to maintain relationships over decades. For the UHNW client who wants to work with a specific banker rather than an institution, EFG's model offers an alternative to both the large universal banks and the smaller boutique wealth managers.

Known For

• Client Relationship Officer model giving individual bankers wide autonomy and a share of the revenue they generate
• Listed on the SIX Swiss Exchange, with the Latsis family as long-standing anchor shareholder
• Acquired BSI in 2016, adding scale in Ticino, Asia and Latin America
• Around CHF 150 billion in client assets with booking centres in Switzerland, the United Kingdom, Asia and Latin America

Typical Mandate

EFG's typical client is an entrepreneur or family that wants a named banker with real authority rather than a rotating team. Relationships often begin in the single-digit millions of francs and grow with the client's liquidity events. Mandates cover advisory and discretionary portfolios, Lombard lending against securities, and financing for property and yachts through the bank's credit specialists. The Latin American, Greek and UK books are notably deep, reflecting the bank's history and the origins of its bankers.

How to Engage

Most new relationships follow an existing banker: CROs bring clients with them when joining EFG, and clients are typically introduced by someone already served by a specific CRO. Direct inquiries through the website are routed to a regional office in Zurich, Geneva, Lugano, London, Singapore or Miami. Prospective clients should expect Swiss onboarding standards, including documented source of wealth for each entity and beneficial owner.

Frequently Asked Questions