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01 July 2025

EFG appoints Luis Ferreira to leadership role in Latin America

EFG is today announcing the appointment of Luis Ferreira as Chief Investment Officer for the Americas and Deputy CEO of the Registered Investment Advisor (RIA) Miami, effective 01 July 2025. In this new and expanded function, he will continue to be based in Miami and will report directly to Sanjin Mohorovic, Head of the Latin America Region, with a functional reporting line to Andre Portelli, Global Head Investment & Client Solutions.

Luis Ferreira currently serves as Head of Investment Strategy Group at EFG Capital (Miami). In his role as Chief Investment Officer for the Americas, he will be responsible for leading and further strengthening the Investment Solutions teams in the region across all relevant jurisdictions (Miami, Switzerland, Caribbean and Panama). He will also develop and oversee EFG’s investment strategy for Latin America in close collaboration and alignment with Mozamil Afzal, Global Chief Investment Officer at EFG, and Andre Portelli, Global Head of Investment & Client Solutions at EFG, with the aim of continuously improving and evolving EFG’s investment platform and offering. 

As Deputy CEO of the Registered Investment Advisor (RIA) Miami, he will closely collaborate with Eduardo Cruz, CEO of the RIA, to define the strategic direction of the business and its performance targets with a focus on advisory (including third-party), consolidated services and the US offering. In addition, he will manage and further develop EFG’s competitive offering in the Latin America Region and ensure a strong compliance and governance framework.

Luis Ferreira has been with EFG for almost a decade. In 2019, he was appointed as a Managing Director and assumed his current role leading the Investment Strategy Group at EFG Capital, where he heads a team of seasoned investment professionals. Prior to that, he spent five years at Delta National Bank and Trust Company in New York and six years at Banco Alfa in São Paulo, primarily as an Equity Portfolio Manager. He holds an MBA from the Jack Welch Management Institute in the US.

Andre Portelli, Global Head of Investment & Client Solutions: “We are delighted that Luis is taking on this new and expanded role to help drive the development of our business in Latin America. EFG is committed to delivering a wide range of investment solutions for our Latin American clients, who benefit from access to our globally diversified investment platform. Luis will be instrumental in ensuring that our investment offering best meets the needs of our clients in the region.”

Sanjin Mohorovic, Head of Latin America Region: “We are taking a multifaceted approach in Latin America to capitalise on the attractive opportunities available in this region, which continues to see strong levels of wealth creation. We are convinced that in this key senior position, Luis will play a pivotal role in the delivery of our strategic plan, driving our investment platform, expanding our footprint in Brazil and across the wider region, and shaping the next phase of EFG’s growth in Latin America.”

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