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
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