Our history

A history of entrepreneurship

Headquartered in Zurich, EFG International is a private bank offering comprehensive, first-class investment, wealth and credit solutions to private and institutional clients on a global scale.

Operating in around 40 locations worldwide with a network spanning Europe, Asia Pacific, the Americas and the Middle East, EFG has around 2,900 employees, including 731 highly experienced Client Relationship Officers.

An entrepreneurial spirit has shaped EFG ever since the business was established in Zurich by the Latsis family in 1995. The EFG brand was launched in 1997. Building on our strengths as advisors with a global perspective, EFG has developed from a start-up into a leading Swiss private bank over the last 25 years. Today, we have Assets under Management totalling CHF 155.8 billion*, a strong capital position and a highly liquid balance sheet.

The acquisition and successful integration of BSI between 2016 and end-2018 respectively, represents one of the most important transformations in Swiss private banking in the last decade. With its increased size and scale, EFG has significantly improved its competitive market position, targeting profitable and sustainable growth – as outlined in our 2022 strategic plan.

Listed on the SIX Swiss Exchange since 2005, EFG offers financial security and solidity. We are committed to being a leading independent partner to our clients. We combine a distinctive relationship-driven, entrepreneurial approach with a full range of wealth management services and investment solutions to achieve client satisfaction and deliver shareholder value. EFG’s largest shareholders are EFG Bank European Financial Group (controlled by the Latsis family interests) and BTG Pactual.

* As of 30 June 2022

Our philosophy

We think and act like entrepreneurs. We design and deliver customised solutions that meet our clients’ individual goals and ambitions - creating a new banking experience.

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It all starts with a conversation

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Contact us
  • EFG Capital International Corp
    701 Brickell Avenue, Ninth Floor,
    Suite 1350, Miami - FL 33131
  • +1 305 482 8000