EFG Bank AG is a Swiss private banking and wealth management institution. It provides tailored investment, wealth and credit solutions for private and institutional clients, as well as asset management services.
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Investment, wealth and credit solutions for private and institutional clients; personal advice, relationship management and tailored financial solutions.
Asset Management
Actively managed investment solutions for private clients, institutional investors and intermediaries; equity, fixed income, multi-asset and alternative strategies, plus New Capital funds.
Advisory Solutions
Advice-based investment solutions with relationship-officer support; portfolio selection and guidance aligned to client needs.
Discretionary Portfolio Management
Discretionary investment solutions where portfolios are managed and monitored according to the chosen strategy.
Banking Services
Accounts and savings, foreign exchange and treasury services, plus valuation and custody for private banking clients.