Individual 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 analyzing 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.

Your needs – our services

Solution-driven: this is the term that best describes EFG’s offering. In this way, you receive the right solutions for you and your profile. Our broad spectrum of products and services includes:

Investment solutions

Investment solutions

With our discretionary mandates, strategies that correspond to your investment objectives and risk profile are implemented in a disciplined investment process. Our advisory mandates are managed in a way that gives you access to our specialists and their recommendations when reaching your own investment decisions.

Wealth solutions

Wealth solutions

When structuring, protecting and growing your wealth and that of your family, our own in-house experts and a network of external specialists are here to support you. They develop solutions to meet your needs – from corporate finance or succession planning to retirement provision.

Credits and financing

Credits and financing

We offer a range of financing facilities that can be used to construct investment portfolios. In selected markets, we provide real estate financing in addition to our private banking services.

eBanking

eBanking

Our eBanking system provides swift and secure access to your finances, wherever you are.