Discretionary Solutions

A global network of investment professionals operating at a local level, delivering first-class service to meet your specific goals

At EFG, our expertise in wealth management means that you can confidently delegate the day-to-day running of your assets to our experienced portfolio management team. Our investment teams actively manage your portfolio, enabling us to quickly adapt to market events and changing economic conditions, meaning you can dedicate more time to the things that matter to you.

We are a global bank offering local solutions. We provide leading global macro research, which is applied on a localized basis, aligned with our highest conviction investment ideas.

Choose from a broad offering covering a comprehensive range of single and multi-asset strategies across the full risk spectrum with investment specialists focusing on all major asset classes.