Asset management mandates

A trusted partner – for the long term

Clients holding a portfolio of assets need a solid and reliable partner who can grow and protect their wealth – with a relentless focus on their interests and those of future generations.

At EFG, our expertise in portfolio management – combined with the most advanced asset management techniques – means that you can be confident your assets are in the hands of trusted professionals – allowing you to dedicate more time to the things that matter most to you.

You can delegate the management of your wealth through our innovative, individually tailored discretionary mandates. They are designed to generate performance according to your investment objectives and risk profile. In this way, you can be assured that your investments are being carefully monitored at all times while benefiting from our investment expertise.

Our disciplined investment process is based on in-depth macro-economic and market research, which forms the basis for decisions on asset allocation and stock picking. The mandates are managed actively to ensure that the selected investment strategy meets your individual needs and investment goals.