2 EFG SPECIAL REPORT Contents 3 EFG Snapshot • Infographic 4 Alberto Fadul Fleckner, CEO, EFG Asesores (Panamá) S.A.; Roger Castillero, Head of Private Banking, EFG Asesores (Panamá) S.A. • Interview 6 EFG International • Focus: Story of the Bank 8 Roberto Gadala, Director of Institutional Clients & Regional Head of Sales and Business Development, EFG Capital International Corp, Miami • Interview 8 Sanjin Mohorovic, Head of Latin America Region, EFG Capital International Corp, Miami • Interview 9Víctor M. Echevarría, Latin America Private Banking Chairman, EFG Capital International Corp, Miami • Interview 10 EFG in Panama • Focus: History of EFG 14 Florina Mendez, Client Relationship Officer, EFG Asesores (Panamá) S.A.; Morris Mattout, Client Relationship Officer, EFG Asesores (Panamá) S.A.; Marta Carolina Gomez, Client Relationship Officer, EFG Asesores (Panamá) S.A. • Interview ISBN 978-1-80506-030-7 The Business Year is published by The Business Year International, Trident Chambers, P.O. Box 146, Road Town, Tortola, British Virgin Islands. The Business Year is a registered trademark of The Business Year International, Copyright The Business Year International Inc. 2025. All rights reserved. No part of this publication may be reproduced, stored in a retrievable system, or transmitted in any form or by any means, electronic, mechanical, photocopied, recorded, or otherwise without prior permission of The Business Year International Inc. The Business Year International Inc. has made every effort to ensure that the content of this publication is accurate at the time of printing. The Business Year International Inc. makes no warranty, representation, or undertaking, whether expressed or implied, nor does it assume any legal liability, direct or indirect, or responsibility for the accuracy, completeness, or usefulness of any information contained in this publication. The paper used in the production of this publication comes from well-managed sources. Read more at thebusinessyear.com/panama This publication has been produced by The Business Year International’s expert cadre of journalists, writers, editors, and designers. The content contained within is original and was compiled by our team on the ground. Country Manager Yasmine El Yacoubi | Country Editor Anastasia Fernandez Contributors Patrick Friedli, Daniela Haesler, Anja Herrmann, Luciano Crobu, Irina Sangiorgi FG Asesores (Panamá) S.A. stands at the forefront of the country’s financial sector, offering tailored wealth management solutions backed by global expertise. This special report delves into the firm’s operations, strategic vision, and market positioning through exclusive interviews with its top executives. They share insights on EFG’s growth trajectory, client-centric approach, and the evolving financial landscape in Panama, highlighting the bank’s role in shaping the industry’s future. ✖ EFG Special Report E Giorgio Pradelli CEO, EFG INTERNATIONAL AND EFG BANK BIO Giorgio Pradelli, CEO of EFG International and EFG Bank since 2018, previously served as Deputy CEO and CFO. He held senior roles at Eurobank Ergasias and Deutsche Bank and played a key role in EFG International’s 2005 IPO. He chairs the Association of Swiss Asset and Wealth Management Banks and sits on the boards of the Swiss Bankers Association and the Swiss American Chamber of Commerce. He holds a degree in economics and business administration from the University of Turin. “EFG operates in over 40 locations with a network spanning Europe, Asia Pacific, the Americas, and the Middle East. We have over 3,100 colleagues, including more than 700 highly experienced Client Relationship Officers (CROs) supporting our clients worldwide. We aim to build lasting partnerships through our unparalleled client centricity and our unique entrepreneurial business model. Our teams combine their international expertise with local know-how to meet the individual needs of our clients – including members of the next generation. We offer first-class investment solutions with a global perspective. EFG Asesores (Panama) S.A. exemplifies this, combining Swiss precision with an entrepreneurial mindset to drive exceptional growth in Latin America. Whether we are supporting individuals, families, or institutions, our commitment to fostering trust and flexibility, together with our expertise, empowers clients to navigate complexity and create value.”
EFG SPECIAL REPORT 3 Infographic snapshot Listed on the SIX Swiss Exchange (EFGN) since 2005 Asset under Management: CHF 165.5 bn (December 31, 2024) Headquartered in Zurich, with key hubs in Geneva and Lugano Largest shareholders (December 31, 2024): EFG Bank European Financial Group (44.9%) and BTG Pactual (17.3%) Over 40 locations across all time zones: Europe, Asia Pacific, North America, Latin America, and the Middle East. RATINGS HOLISTIC PRODUCT OFFERING Structured products Discretionary and advistory solutions Financing and credit solutions Wealth and succession planning Alternatives/ responsible investing Global markets access SWITZERLAND Zurich (HQ) Chiasso Geneva Gstaad Lausanne Locarno Lugano St. Moritz AMERICAS Bogotá Grand Cayman Lima Miami Montevideo Nassau Panama City Portland Punta del Este Rio de Janeiro São Paulo MIDDLE EAST Bahrain Dubai Tel Aviv ASIA PACIFIC Adelaide Brisbane Canberra Hong Kong Melbourne Perth Shanghai Singapore Sydney EUROPE Athens Birmingham Istanbul Jersey Limassol Lisbon London Luxembourg Monaco Nicosia Ombersley Porto Shrewsbury Vaduz LOCAL EXPERTS AROUND THE GLOBE Source: EFG EFG Int. EFG Bank Long term A3 AA3 Outlook STABLE STABLE EFG Int. EFG Bank Long term A A Outlook STABLE STABLE
4 EFG SPECIAL REPORT Interview Alberto Fadul Fleckner CEO, EFG ASESORES (PANAMÁ) S.A. Roger Castillero HEAD OF PRIVATE BANKING, EFG ASESORES (PANAMÁ) S.A. GLOBAL PERSPECTIVES and regional knowledge During its first year of operations, EFG Asesores (Panamá) S.A. became the third-largest investment advisor in Panama, enhancing its institutional business with a cutting-edge wealth management platform and establishing itself as a strategic hub for Latin American operations. global presence—spanning over 40 locations worldwide—gives clients access to a diverse range of investment options. These unique features have cemented EFG’s position as a trusted partner for clients. How does EFG Asesores (Panamá) S.A. and its clients benefit from EFG’s global reach? RC Our clients benefit from our international network spanning over 40 locations worldwide. With our scalable platform, EFG Group operates hubs in Switzerland, Europe, Asia Pacific, the Americas, and the Middle East. The group offers a broad range of investment and wealth management services and it has extensive market experience and comprehensive investment insight capabilities. Combining Swiss private banking expertise with local market insights, we offer a unique blend of global perspectives and regional knowledge, enabling our clients—including members of the next generation—to make informed investment decisions. What opportunities do you see in Panama's investment advisory landscape, and how does EFG plan to continue expanding its influence and client base in the region? AFF Panama presents substantial growth opportunities with a dynamic environment that creates a broad network of opportunities that touch all facets of Panama’s business ecosystem. The country’s position, its well-established banking and real estate industries, and its rising tourism sector all contribute to its appeal. EFG is well-positioned to leverage these trends due to its open architecture, which allows us to tailor our services to meet the evolving needs of clients in Panama and the region. ✖ EFG has quickly risen to become the third-largest investment advisor in Panama since obtaining its investment advisory license in August 2023. What key factors do you attribute to this rapid growth, and how do you plan to sustain it? ALBERTO FADUL FLECKNER We believe this achievement can be attributed to three key factors: First, our ability to build strong relationships with clients based on trust and the dedication of our highly skilled team. Second, our innovative wealth management platform, which provides a state-of-the-art integrated solution, which allows clients to book assets across Switzerland, the Bahamas, and the United States. This capability ensures a seamless and tailored experience that aligns with their unique financial objectives. Finally, our strategic regional presence has allowed us to serve a diverse and growing client base while positioning EFG as a leader in the regional market. To sustain this momentum, EFG remains committed to maintaining an entrepreneurial mindset, allowing for continuous innovation and tailored client solutions. Your platform offers an open architecture and tailored solutions for clients. How do these features set EFG apart in the competitive investment advisory landscape in Panama? ROGER CASTILLERO EFG’s open architecture is a key differentiator in Panama’s competitive investment advisory landscape. This approach enables us to provide holistic solutions by addressing clients' needs on a personal and institutional basis. By offering tailored advice, we help clients build and maintain a resilient financial structure, especially for succession planning. Moreover, our BIO Alberto Fadul Fleckner has industry experience spanning over 25 years. He has been Senior Vice President & CEO of EFG Asesores (Panamá) S.A. since 2023. Prior to this, he served as head of UBS Advisory Office in Panama. Fadul holds a degree in law and political science from Universidad Católica Santa María La Antigua, an MBA in marketing from ULACIT, and a dual master’s degree in finance and wealth management from the University of Rochester and the University of Bern. BIO Roger Castillero has over 27 years of experience in capital markets and banking. Currently, he is Head of Private Banking of EFG Asesores (Panamá) S.A. Prior to EFG, Castillero held senior management positions in global organizations such as UBS (UBS Asesores S.A.) and VFinance Investments Inc. He is a member of the board of directors of Empresas HOPSA S.A. and a strategic partner of the International Gymnastic Academy and Constructora 3R.
5 EFG SPECIAL REPORT Images: EFG
Focus: Story of the Bank H needs of clients, including members of the next generation. With over 3,100 employees, including more than 700 highly experienced Client Relationship Officers, EFG invests significant time and resources in the ongoing training and development of its workforce. Partnerships are also crucial for the bank. As Roberto Gadala, Director of Institutional Clients and Regional Head of Sales and Business Development for the Latin America Region at EFG, told TBY, “When serving financial institutions, we work closely with them based on a partnership-oriented approach. With over 20 years of experience in this market, we have built trusted relationships with key stakeholders, including board members, CEOs, CFOs and treasury teams. Our aim is to integrate seamlessly with their operations, positioning ourselves as a trusted partner to their teams.” This sentiment was echoed by Sanjin Mohorovic, who said: “At EFG, our corporate values are more than principles; they define how we operate and engage with our clients and each other. The philosophy of bringing entrepreneurial thinking to Swiss private banking is central to who we are and it reflects the unique stories, challenges and achievements of the individuals and businesses whose assets we are proud to manage.” EFG’s global focus and strong local presence across the regions in which it operates are all part of what makes the bank so successful. Thanks to its proximity to clients, EFG International can offer comprehensive advice that takes account of local cultures and practices. “Wealth management is fundamentally a people business,” said Mohorovic. “At EFG, we see our commitment to delivering exceptional service as a key differentiating factor. While our expertise forms the backbone of our offering, it is the personal touch—and our commitment to understanding and partnering with our clients—that truly sets us apart.” ✖ eadquartered in Zurich, EFG International is a global private banking and asset management group offering wealth management solutions to private and institutional clients around the world. Since inception, entrepreneurship and innovation have been key pillars of EFG’s success. Back in 1980, the bank’s main shareholder, the Latsis family, acquired the Geneva-based Banque de Dépôts. This became the basis for the creation of EFG, as the acquisition was soon followed by the opening of a branch in Luxembourg in 1986. Two subsidiaries were later founded in London (1989) and Monaco (1990). In 1995, EFG established its headquarters in Zurich, and the EFG brand was officially launched in 1997. EFG has continued its international expansion outside Europe, opening a presence in Miami, US, in 1996 and in Hong Kong and Singapore in 2000. In 2005, the company went public by listing on SIX Swiss Exchange in Zurich, and it has continued to expand since then, both organically and via acquisitions. Examples include its 2016 acquisition and integration of Lugano-based Swiss private bank BSI, one of the most important transformations in Swiss private banking in the last decade, and the acquisition of Shaw and Partners in Australia in 2019. EFG today operates out of more than 40 locations across the globe, from Europe to Asia-Pacific, the Americas and the Middle East. Sanjin Mohorovic, EFG’s Head of Latin America Region, explained: “In 2024 EFG's Latin America Region strongly contributed to the overall growth of the bank, recording a net new assets growth rate of 9.1%. It also ranks as the third largest contributor of EFG's net new assets globally, accounting for CHF 1.6 billion of total net new assets in 2024.” EFG’s teams combine their international expertise with local knowhow to meet the individual Over the years, EFG International has grown significantly and is today a global private banking group with a presence across different regions. EFG International 6 EFG SPECIAL REPORT
7 EFG SPECIAL REPORT Image: EFG
Interview 8 EFG SPECIAL REPORT Roberto Gadala DIRECTOR OF INSTITUTIONAL CLIENTS & REGIONAL HEAD OF SALES AND BUSINESS DEVELOPMENT, EFG CAPITAL INTERNATIONAL CORP, MIAMI Sanjin Mohorovic HEAD OF LATIN AMERICA REGION, EFG CAPITAL INTERNATIONAL CORP, MIAMI BIO Roberto Gadala has over 20 years of experience advising private and institutional investors in the Latin American region. He was born and raised in the Dominican Republic and holds a bachelor’s degree in finance and marketing from Florida State University and an MBA from the University of Miami. BIO Sanjin Mohorovic is Head of EFG’s Latin America Region and a member of EFG International’s Global Business Committee. Earlier, he held the position of global private banking COO at EFG in Zurich and was private banking CEO of EFG’s Latin America region based in Miami from 20172019. He previously held various senior positions at BSI, including serving as Managing Director of BSI Bank in the Bahamas from 2013-2017. Mohorovic is a Chartered Financial Analyst (CFA) and holds an MA in social and economic sciences from the University of Fribourg, Switzerland. What are the key characteristics of EFG’s institutional business model, and how does the bank distinguish itself from its competitors? At EFG, our institutional business builds on a high-touch service model that is tailored to the needs of family offices, investment advisors and trust companies, as well as financial institutions such as banks, insurance firms and brokers. Our expertise lies in asset management, with a significant portion of our global resources dedicated to identifying market trends and crafting investment opportunities. When serving financial institutions, we work closely with them based on a collaborative approach. With over 20 years in the market, we have built trusted relationships with key stakeholders, including board members, CEOs, CFOs and treasury teams. Our aim is to integrate seamlessly with their operations, positioning ourselves as a trusted partner to their teams. For professional clients—family offices, investment advisors and trust companies—we demonstrate the same level of commitment to delivering exceptional standards of service. How are EFG’s corporate values reflected in its organizational culture and daily decision-making processes? At EFG, our corporate values are more than principles; they define how we operate and engage with our clients and each other. The philosophy of “bringing entrepreneurial thinking to Swiss private banking” is central to who we are and it reflects the unique stories, challenges and achievements of the individuals and businesses whose assets we are proud to manage. Entrepreneurship can be challenging at times, and it is this insight that shapes our culture. Some of the traits that we see in entrepreneurs—such as a clear vision, hands-on approach, solution-driven thinking, partnership-oriented collaboration and passion—mirror our own approach to business. These values guide us, not only in how we manage our clients’ wealth but also in the way we build trust and find personalized solutions to their needs. Wealth management is fundamentally a people-driven industry. Which capabilities and services are provided by your team to better serve the changing demands of institutional clients? While asset management remains at the core of our offering, EFG’s platform is designed to adapt to the evolving needs of institutional clients with its flexibility, breadth and innovation. For professional clients, we offer customized solutions that are delivered by our team in Panama. Backed by our global network, we provide a diverse range of investment opportunities, alongside services such as market insights, in-house expertise, wealth and succession planning, private market access and exclusive client events. Our institutional clients have access to a comprehensive product and service offering. With more than CHF20 billion of assets managed in the Latin America region and almost CHF166 billion worldwide, EFG combines scale with expertise, a proposition highly valued by treasury teams and investment officers. We also strive to create networking opportunities that connect clients, fostering the exchange of ideas and best practices. ✖ Which initiatives are being implemented to ensure that these values are integrated into EFG’s business and culture in Latin America? Values are not conveyed through initiatives alone; they are also embedded in the leadership style of our managers. Within our community in Latin America, we aim to lead both by example and by design. In today’s globalized and ever-changing world, no one manager can handle every task alone. Instead, a leader’s role is to set the benchmark for the organization’s behavior and values and to foster a winning mindset among individuals and their teams. It is their ability to design scalable and sustainable solutions that will determine the long-term success of the team in Latin America and their ability to adapt. At EFG, we recognize that each new generation of talent brings fresh perspectives that enhance and build upon the foundations laid by those before them. This ensures that our corporate culture evolves while staying true to our core principles. ✖
9 EFG SPECIAL REPORT Interview Víctor M. Echevarría LATIN AMERICA PRIVATE BANKING CHAIRMAN, EFG CAPITAL INTERNATIONAL CORP, MIAMI HEART AND SOUL of the business Beyond EFG’s core activities as a private bank, it also sponsors art, music, sport, and charitable initiatives, aligning with its mission to foster community engagement, celebrate creativity, and promote shared passions. to overcome challenges, learn and grow. With this in mind, we strive to partner with a variety of organizations that share our values and our commitment to excellence. The Pinta Miami exhibition showcases EFG’s commitment to art and culture, reflecting its broader values and community engagement. How does EFG’s involvement in these kinds of exhibitions contribute to your brand identity and client relationships? EFG’s involvement in exhibitions like Pinta Miami is a testament to our commitment to art and culture, which are integral to our brand identity. By supporting these events, we not only celebrate creativity and innovation but also align ourselves with values that resonate with our clients. This engagement fosters deeper connections, as we share common interests and passions beyond private banking. Participating in cultural initiatives enhances EFG’s visibility within the community and positions us as a thought leader in the intersection between finance and the arts. It allows us to create unique experiences for our clients, facilitating meaningful interactions that strengthen relationships. Additionally, our commitment to art underscores our holistic approach to wealth management and emphasizes the importance of fostering cultural investments alongside financial growth. Looking ahead, we are exploring the possibility of hosting Pinta Panama in 2025. This would further demonstrate our dedication to supporting the arts and to forging strong connections within the community. Ultimately, this involvement enriches our brand identity, showcasing EFG as a partner that values creativity, community and long-term client engagement. ✖ Which types of events does EFG sponsor, and how do they align with the bank’s mission and values? We aim to make meaningful contributions to the communities around us. EFG supports a variety of partners in the worlds of art, music and sport as well as charitable and humanitarian projects globally. Our regional business is a committed supporter of the arts, as demonstrated by its sponsorship of the Pinta Art Shows that are held throughout the Americas, as well as the EFG Latin America Art Award. Now in its 14th year, this award celebrates local art fairs, galleries and, most importantly, up-and-coming talent. EFG’s interest in different forms of artistic and cultural expression began with its partnership with the Peggy Guggenheim Collection in Venice that dates back to 2001. Across the region, we strive to support the production of contemporary visual arts by emerging Latin American artists and to increase awareness of regional art fairs and local galleries. Why do you believe supporting culture, art and sports is essential for EFG’s image and commitment to the community? Beyond EFG’s core activities as a private bank, we also see ourselves as an integral part of society and we want to play a constructive role in communities around the globe. In particular, we believe that art, music and sport can have a positive long-term impact on the lives of people across different generations and cultures and can unite them through shared passions and interests. We also want to make a difference by supporting young people—whether it is by giving talented individuals opportunities to develop and showcase their skills or by working with charitable organizations to help those in need EFG Latin America Art Award, in its 14th year, celebrates local art fairs, galleries, and emerging talent BIO Víctor M. Echevarría is the Chairman of EFG Capital International, a wholly owned subsidiary of EFG International. He is also a member of EFG’s international management forum and director of EFG’s Americas Regional Advisory Board. Echevarría also serves as Chairman, Private Banking Americas for the region. Prior to joining EFG, he was the vice chairman of Coutts & Co (US) International. During the 1980s, Echevarría served as president of Bank of Boston International in the US and also led its Latin American private banking business. He started his career with Citibank in NY and worked in the international division of the Investment Management Group. Echevarría holds a master of international management degree at the American Graduate School of International Management (Thunderbird).
10 EFG SPECIAL REPORT Focus: History of EFG I investment officers alike.” EFG’s institutional business builds on a service model that is tailored to the needs of family offices, investment advisors and trust companies, as well as financial institutions, including banks, insurance firms and brokers. “While asset management remains at the core of our offering, EFG’s platform is designed to adapt to the evolving needs of institutional clients with its flexibility, breadth and innovation,” said Gadala. He added: “Professional clients, can gain access to a wide range of investment products and services. Backed by our global network, we provide a diverse range of investment solutions, alongside services such as market insights, in-house expertise, wealth and succession planning, private market access and exclusive client events.” Gadala also emphasised the importance of collaboration as part of the bank’s approach, commenting: “We strive to create networking opportunities that connect clients, fostering the exchange of ideas and best practices. This interaction not only enriches the client experience but also reinforces EFG’s commitment to building long-term relationships that are founded on trust.” Such relationships have indeed been pivotal to the success of EFG over the years and remain so today, as it serves clients from its more than 40 locations across the globe. ✖ n March 2023, EFG decided to open an office in Panama, emerging as key for their operations across Latin America. As a reminder, EFG is the only investment advisor in the region offering clients the option to choose between different booking centers, serving as a distinct differentiator amongst competitors. According to Roger Castillero, Head of Private Banking and Senior Vice President at EFG Asesores (Panamá) S.A.: “Our presence in Panama is part of our bank’s growth strategy in the Central America and Andean markets. Today, the local office has a team of 23 professionals across the front office as well as support and control functions, including Compliance, Risk and Finance. The new team of experienced professional is integral to our mission of success and enables us to cover HNWI and UHNWI segments for both individual and institutional clients.” As Roberto Gadala, Director of Institutional Clients and Regional Head of Sales and Business Development in the Latin America Region, told TBY: “Our institutional clients have access to a comprehensive product and service offering. With more than CHF 20 billion of assets managed in the Latin America Region and almost CHF166 billion of assets under management worldwide as of end-December 2024, EFG combines scale with expertise, a proposition highly valued by treasury teams and As part of EFG Bank’s ambitious expansion plan, Latin American countries have become a key focus, with the company’s Miami office, as well as its brand-new Panama office, serving as regional hubs. EFG in Panama
11 EFG SPECIAL REPORT Image: EFG
12 EFG SPECIAL REPORT Florina Mendez CLIENT RELATIONSHIP OFFICER, EFG ASESORES (PANAMÁ) S.A. Morris Mattout CLIENT RELATIONSHIP OFFICER, EFG ASESORES (PANAMÁ) S.A. Marta Carolina Gomez CLIENT RELATIONSHIP OFFICER, EFG ASESORES (PANAMÁ) S.A. THE PATH ahead Adept at leveraging innovative solutions, tools, and platforms to create more dynamic and transparent client experiences, nextgeneration advisors are leading the charge in driving significant change in the banking landscape. ent-centric approach, young advisors can play a crucial role in shaping the future of private banking. MARTA CAROLINA GOMEZ One of the most significant contributions that young advisors can make is their ability to connect with the next generation of wealth holders, who often have distinct values, mindsets and motivations compared to their parents or grandparents. Wealth planning is increasingly critical as substantial intergenerational transfers occur, and young advisors are well positioned to bridge the generational gap. Sharing a similar outlook with younger clients, we understand their desire for innovation, sustainability and impactful investing. This connection ensures continuity and trust, preserving both family legacies and long-lasting client relationships. How has EFG supported your professional development and empowered you to excel at your role? FM At EFG, mentorship and collaboration are at the core of its approach to professional development. The guidance from senior leaders coupled with employee access to top management create a supportive environment that fosters growth. Additionally, resources such as on-demand learning modules and daily market updates equip us with the tools to effectively navigate complex financial landWhat do you think next generation advisors can contribute to the private banking industry? FLORINA MENDEZ Young client advisors bring adaptability and a forward-looking mindset to the role—qualities that are essential to navigate the rapidly evolving financial landscape. Our ability to integrate technological advances into portfolio management not only enhances efficiency but also allows us to focus on delivering holistic, client-centric wealth management services. Additionally, we align our recommendations with both our own values and those of our clients, prioritizing ESG investing where appropriate. This combination of technological expertise and a sustainable approach fosters trust and helps to drive innovation in the private banking industry. MORRIS MATTOUT The next generation of advisors offers a fresh perspective and a deep understanding of emerging trends. We are adept at leveraging digital tools and platforms to create more personalized and transparent client experiences. Our willingness to challenge traditional approaches encourages open dialogue and leads to innovative solutions that meet the evolving needs and expectations of clients, particularly the next generation of wealth holders. By blending technological fluency with a dynamic and cliBIO Florina Mendez has seven years of experience in the banking industry. She graduated from University of Notre Dame in the US with a bachelor’s degree in finance and holds an international business certificate. She worked as an investment management associate at Goldman Sachs, New York, and as a private banking investment advisor at UBS AG Panama. She joined EFG in 2023. BIO Morris Mattout graduated from Babson College with a bachelor’s degree in business and a concentration in finance. He started his career in private banking at MMG Bank as an analyst in its wealth management department before joining UBS in 2019 as an investment advisor for HNW and UHNW clients. In 2023, he joined EFG as part of the team responsible for establishing and growing EFG’s presence in Panama and the region. BIO Marta Carolina Gomez holds a bachelor of business administration degree in international business and marketing, an analyst license from the Panama securities regulator, Superintendencia de Mercado de Valores, and a leadership certificate from the University of Miami. She previously worked for UBS and has long experience serving high-net-worth clients, offering a holistic approach to wealth management with an emphasis on succession planning and preserving family legacies. Interview
13 EFG SPECIAL REPORT scapes. This comprehensive approach has enabled me to deliver exceptional client service and to grow within my role. MM EFG has provided me with opportunities to take on responsibilities and to make a meaningful contribution to high-impact projects, supported by mentoring from senior leaders. This close-knit, collaborative environment has empowered me to refine my skills, show initiative and grow both professionally and personally, in line with EFG’s commitment to nurturing talent. MCG EFG is highly committed to investing in its people. The firm provides continuous learning opportunities, including tailored courses, training and collaborative frameworks. In 2024, I participated in the EFG Upskill Yourself program in partnership with the University of Miami, which helped me develop competences that are essential for my career. The mentorship culture and access to senior executives at EFG have been invaluable in building my confidence and expertise, allowing me to excel in my role. How does EFG’s approach to client relationship management differ from traditional methods, and what advantages does this bring? FM EFG focuses on a holistic and personalized approach, supporting clients through every stage of their financial journey. By combining local market insights with global expertise, we can deliver timely tailored advice that builds stronger relationships and fosters trust. This approach ensures higher levels of client satisfaction and loyalty. MM EFG’s proactive and client-focused strategies go beyond traditional reactive methods. By understanding each client’s unique needs and goals, we can offer customized solutions that deepen connections and foster long-term trust. This personalized approach strengthens client satisfaction and makes us a trusted partner who can help clients achieve financial success. MCG EFG’s entrepreneurial mindset and open-architecture approach allow us to provide impartial advice and innovative solutions that are tailored to individual client needs. Our global perspective and emphasis on long-term partnerships set us apart, ensuring that our clients feel supported and empowered to achieve their financial goals. ✖
EFG offers multi-jurisdictional service in the US, Switzerland, the Bahamas, and the Cayman Islands, along with local proximity through offices in Miami and an existing network of offices in Panama, Peru, Colombia, Brazil, and Uruguay.
Image: EFG
RkJQdWJsaXNoZXIy NzE5MzYw