EFG is the right partner for Independent Asset Managers and their clients who are looking for agility, practicality and flexibility.
EFG is the right partner for Independent Asset Managers and their clients who are looking for agility, practicality and flexibility.
We grant Independent Asset Managers direct access to the trading room and offer 24h trading coverage through our entities in Hong Kong and Miami.
We support Independent Asset Managers in setting up Private Label Funds, which can be distributed to clients across the globe through our Luxembourg unit and subject to compliance with local regulations.
We partner with LEONTEQ and their structured product platform, which enables Independent Asset Managers to issue new products to their clients. We keep investing in our platform and services to meet Independent Asset Managers' growing regulatory requirements and keep up with technological trends.
We keep investing in our platform and services to meet Independent Asset Managers growing regulatory requirements and keep up with technological trends.
A dedicated team of advisors in major financial centres works with specialists to support Independent Asset Managers in their search for the best solution for them and their clients.
The Independent Asset Manager defines the investment strategy in consultation with the client and they sign a Portfolio Management Agreement.
The client opens an account with EFG
The client issues a Power of Management & Administration, authorising the Independent Asset Manager to act on his behalf
Based on the Portfolio Management Agreement, the Independent Asset Manager issues purchase and sales orders to EFG
The bank confirms the execution of the order to the client / Independent Asset Manager
¹ Not all services are available in all locations
Backed by the expert advice of our Investment Solutions platform, our Client Relationship Officers and Investment Advisors provide Independent Asset Managers with best-in-class services.¹
Our custody services¹ are strongly rooted in our entrepreneurial approach to private banking and our conservative risk management. Agility and reliability are key elements in managing clients' assets for the long-term.
¹ Not all services are available in all locations
Pricing models
EFG shows a high level of flexibility in finding the best possible pricing solution for Independent Asset Managers and their clients.
Clients can choose between an ‘all-in’ fee (brokerage & administration charges) calculated on the average value of the portfolio (including securities, cash and fiduciary deposits) or a pricing model based on individual services/products. Independent Asset Managers and their clients benefit from a reduction in EFG’s standard commissions and charges. Retrocession models and ‘0’ retrocession models are available with a further discount (special conditions) on the client commissions and charges.
For MIFID II-compliant Independent Asset Managers, the bank applies the ‘0’ retrocession model.
Our eBanking Pro platform features a range of functions that give you swift and secure access to your accounts at any time. You can view your portfolios and accounts and analyse a wide range of information about your custody assets.
Main functionalities:
Mr. Marcel Macherel
Independent Asset Manager Desk
Mr. Daniel Taverna
EFG BANK VON ERNST AG
Mr. Patrick Manzan
Independent Asset Manager Desk
Mr. Filippo Fink
Independent Asset Manager Advisory Team
Mr. Jean-Nicolas Braun
EFG BANK (LUXEMBOURG) S.A.
Mr. Roberto Gadala-Maria
EFG CAPITAL INTERNATIONAL CORP
Mr. Luca Sassi
EFG BANK MONACO SAM
Mr. Oliver Balmelli
EFG BANK AG, SINGAPORE BRANCH
Mrs. Lucia Althaus
Independent Asset Manager Desk
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