Wealth Management

Comprehensive investment, wealth and credit solutions for private and institutional clients

Your goals, our priorities

Our clients always come first at EFG. Your personal Client Relationship Officer is with you every step of the way – when it comes to analysing specific questions, seeing the bigger picture or considering financial opportunities and risks. Our objective is always to obtain a clear understanding of your needs and to work with you to define long-term perspectives so that we can offer you optimal advice and respond rapidly and effectively, even if circumstances were to change suddenly.

Solutions tailored to your needs

It starts with deep understanding and ends with a recommendation that is as individual as you are. Comprehensive, first class investment, wealth, and credit solutions delivered by a team empowered to make better decisions for their clients.

Discover more

It all starts with a conversation

Let's start ours and build something valuable today.

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